#Gate广场五月交易分享 Bitcoin breaks through 80k, MicroStrategy begins to realize a profit of 3.9 billion USD, analysts predict a return to 100k is just around the corner

Bitcoin strongly rebounds past 80k USD, ETH follows the rally breaking through 2,400, then slightly retraces, currently quoted at 2,391, Strategy (formerly MicroStrategy) currently holds a total of 818,334 BTC, with a market value surpassing 65 billion USD, starting to turn profitable, now valued at 65.74 billion USD, with an average cost of 75,537 USD, and an unrealized profit of 80k USD.
In the past 4 hours, the entire network experienced liquidations totaling 230 million USD, mainly short positions liquidated, with short positions liquidated at 220 million USD, and long positions liquidated at 7.93 million USD. However, Strategy founder Michael Saylor disclosed yesterday that they will pause this week’s routine Bitcoin purchase plan, marking the second time this year they have suspended weekly accumulation.
The US stock crypto concept sector rose across the board. Circle increased over 5%, Coinb rose nearly 3%, Strategy (MSTR) rose over 2%, with MSTR’s single-day increase reaching 7.08%. The stock prices of related listed companies performed significantly better than Bitcoin’s own gains, reflecting leverage effects and amplified market sentiment.
It is reported that Strategy is expected to announce its Q1 earnings on Tuesday, with market expectations of a loss of 18.98 USD per share, higher than last year’s same period loss of 16.38 USD. Bitcoin’s return to 100k USD is not a matter of if, but when! Renowned Wall Street analyst Michael van de Poppe pointed out that the market does not need to obsess over finding a new narrative because “price increases will naturally create narratives.”
Although AI industry attracted a large amount of capital earlier this year, and veteran traders believe that the CLARITY Act is unlikely to trigger a surge; but White House advisors have already leaked that the Trump administration will release major news about the “U.S. Bitcoin Strategic Reserve” within weeks, which may become the ultimate shock to trigger the next bull market.
From 2018 to 2019, after Bitcoin fell for 6 months, it entered a 5-month rally; from 2025 to 2026, after Bitcoin fell for 5 months, it has rallied for 3 months. Will history repeat itself? It’s worth looking forward to...