BTC breaks $80,000! Who is buying this rebound?
Bitcoin has finally surged past the $80,000 mark. From the low near $58,000 at the end of June, it has rebounded by nearly 38% without anyone realizing it. During this period, we’ve been telling everyone not to panic-sell at low levels—when the market is the coldest, it’s often during a consolidation phase where a bottom is being formed.
This rally has been so strong for a very clear reason—mainly two points:
1. Wall Street institutions are疯狂 sweeping up
Last week, U.S. spot BTC ETFs saw net inflows totaling $1.9 billion, directly setting a new weekly high since October 2025. This suggests that large money is accelerating its accumulation during the prior consolidation period, and traditional capital still has very high expectations for the outlook.
2. The U.S. Treasury is quietly “loosening the spigot”
Recently, Treasury yields have fallen, and market liquidity has clearly improved. The Treasury not only doubled the limit for long-term Treasury repo operations, it has even hinted at using the $1 trillion sitting in the TGA account. In essence, this injects liquidity into the market, helping ease pressure on risk assets.
What to watch next?
Next, the whole internet is focused on the PCE inflation data due this week. If inflation continues to cool, Treasury yields and the dollar could keep moving lower, and Bitcoin’s upside room could open up further. Otherwise, if inflation comes in hotter than expected, the short term may see a pump followed by a pullback—a shakeout.
How much of your positions do you currently hold? Share in the comments.
#BTC #Bitcoin #Crypto #BinanceSquare #MarketAnalysis
Bitcoin has finally surged past the $80,000 mark. From the low near $58,000 at the end of June, it has rebounded by nearly 38% without anyone realizing it. During this period, we’ve been telling everyone not to panic-sell at low levels—when the market is the coldest, it’s often during a consolidation phase where a bottom is being formed.
This rally has been so strong for a very clear reason—mainly two points:
1. Wall Street institutions are疯狂 sweeping up
Last week, U.S. spot BTC ETFs saw net inflows totaling $1.9 billion, directly setting a new weekly high since October 2025. This suggests that large money is accelerating its accumulation during the prior consolidation period, and traditional capital still has very high expectations for the outlook.
2. The U.S. Treasury is quietly “loosening the spigot”
Recently, Treasury yields have fallen, and market liquidity has clearly improved. The Treasury not only doubled the limit for long-term Treasury repo operations, it has even hinted at using the $1 trillion sitting in the TGA account. In essence, this injects liquidity into the market, helping ease pressure on risk assets.
What to watch next?
Next, the whole internet is focused on the PCE inflation data due this week. If inflation continues to cool, Treasury yields and the dollar could keep moving lower, and Bitcoin’s upside room could open up further. Otherwise, if inflation comes in hotter than expected, the short term may see a pump followed by a pullback—a shakeout.
How much of your positions do you currently hold? Share in the comments.
#BTC #Bitcoin #Crypto #BinanceSquare #MarketAnalysis