Bitcoin finally broke through $80,000 over the weekend, marking a key moment after weeks of consolidation. The leading cryptocurrency moved from $78,000 to $80,810 with a significant push, and sentiment appears to have shifted compared to a few days ago, when geopolitical tensions had pushed it lower.

What triggered the rebound? Mainly, easing concerns about the situation in Iran and a report on a ceasefire proposal sent via Pakistan. WTI oil fell by nearly 3% to around $102 a barrel, which calmed broader markets. Meanwhile, U.S. stock exchanges continue to set new records: the S&P 500 closed Friday up 0.3% at record levels, its fifth straight weekly gain thanks to the tech giants. Apple rose 3.2% and Oracle jumped 6.5% after reaching agreements with the Pentagon on AI.

But the real news for crypto came from the Senate. The compromise on the Clarity Act was finally released, and it’s not a bad thing for people working in this space. The text bans stablecoin issuers from offering yields solely on reserves, but it still allows reward programs based on actual activity. Coinbase immediately gave it the green light, and the Chief Legal Officer emphasized that the regulation “preserves rewards tied to real participation in platforms.” Now the Commissione Bancaria can move forward with formal hearings, and the Tesoro will have a year to draft the detailed rules.

As for other assets: Ethereum is hovering around $2,330, XRP at $1.45, Solana has made an impressive jump to $94.76 (+11.45% weekly), while Dogecoin remained under pressure at $0.11. What I note is that Bitcoin and the Nasdaq are finally moving together, but analysts point out that a stronger catalyst is needed to push further upward. The Fed keeps interest rates unchanged, ETFs show moderate outflows, and there is still a lot of uncertainty about what will happen in the coming months. If institutional demand returns, Bitcoin could accelerate very rapidly from these levels.