BTC finally broke through $80K. Early yesterday morning, it briefly touched $80,500—the first time in three months. The reason? Two major events collided: the CLARITY Act reached a compromise on stablecoin yield issues, and Senate review is likely to restart; plus, U.S.-Iran negotiations are progressing, oil prices are dropping, and inflation expectations are cooling. Circle's stock price jumped 20% in a single day, and Coinbase followed with a 7% gain. The $80K level is crucial—it’s a psychological barrier. But whether it can hold depends on two things: whether CLARITY can be implemented in May, and whether U.S.-Iran talks can produce real results. On Polymarket, the probability of hitting $85K by May is 53%—not bad, but not a sure thing either. Short-term volatility is inevitable, but the bias is leaning bullish.