Bitcoin began this Monday, May 4, 2026, on a high note, breaking the major psychological barrier of $80,000. The asset recorded a gain of over 2% in the last few hours, trading at approximately $78,820 (reaching intraday highs above $80k), driven by a coordinated repositioning of major asset managers.

The primary catalyst for this move is the aggressive return of institutional appetite. Consolidated April data shows that US spot Bitcoin ETFs captured $2.44 billion, signaling that “smart money” is increasing exposure after weeks of selling pressure in Q1. Analysts point out that this flow is structural and reflects the view of BTC as a store of value in a macroeconomic scenario of fiscal uncertainty.

While BTC leads, ethereum also shows strength, trading at $2,336 (up 0.6% on the day).The highlight is the institutional consolidation of companies that now include Bitcoin directly in their balance sheets as a protection strategy.

In Brazil, brz trading volume remains resilient, serving as the main liquidity ramp for investors taking advantage of the breakout to bolster positions. On the regulatory front, the market is closely watching the SEC’s new compliance offensive against yield products, reinforcing the capital flight to spot assets and regulated RWAs. Immediate resistance for BTC now shifts to $82,500.

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