龚有柴GongYouchai|May 12, 2026 01:01
BTC held steady at $81,500 during the Asian session this morning, briefly touching $82,458 over the weekend.
Two key things to note:
1. Strategy bought another 535 BTC last week at an average price of $80,340, pushing total holdings past 818,000 BTC. Saylor said 'back to work'—after pausing for a week, they're back to buying. Institutional buying is still active.
2. Trump rejected Iran's latest peace proposal, sending oil prices soaring to $115. Geopolitical risks are heating up again. For BTC, this is a double-edged sword—safe-haven sentiment provides support, but high oil prices drive inflation, which could suppress rate-cut expectations.
Today's main focus is the U.S. April CPI data, along with the May 14 Senate discussion on the CLARITY Act. In the short term, watch for $80,000 support, with an upside target of $83,000.
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