Bitcoin Rallies Above $81,000 as Crypto Stocks Surge

Published: 2026-09-03 17:32:58 |

Bitcoin rose nearly 3% in 24 hours to $81,282 on Thursday, extending its 30-day gain to more than 23%. The Bitcoin rally lifted crypto-related equities, with Strategy (MSTR) gaining over 13% after resuming Bitcoin purchases following a 10-week pause. Coinbase (COIN) rose about 11%, while HIVE Digital (HIVE) climbed 13%, MARA Holdings (MARA) gained more than 10%, CleanSpark (CLSK) advanced 9% and IREN (IREN) increased 4% as it shifts from Bitcoin mining towards artificial-intelligence computing. The Bitcoin rally was supported by favourable crypto regulation developments and US Treasury plans to more than double government debt buybacks. The policy shift pressured the US dollar and increased demand for non-yielding assets such as Bitcoin and gold. Market confidence also improved after President Donald Trump urged lawmakers to advance the crypto Clarity Act. US spot Bitcoin ETFs attracted more than $2.8 billion, marking their strongest inflows since October and signalling renewed institutional demand. Bitcoin had traded below $80,000 for much of the year and fell below $65,000 in June and July. Despite its recovery, Bitcoin remains nearly 40% below the reported $126,080 record high. Traders should monitor ETF flows, regulatory progress, Treasury-market developments and whether Bitcoin can sustain levels above $80,000.

Bullish

The immediate impact is bullish for Bitcoin. A gain above $80,000, more than $2.8 billion in spot Bitcoin ETF inflows and renewed institutional demand can support further buying and improve market momentum. Regulatory optimism and a weaker US dollar may also increase demand for Bitcoin as a non-yielding alternative asset. However, the rally remains vulnerable to profit-taking because Bitcoin is still well below its record high and had spent much of the year below $80,000. Traders should watch whether ETF inflows continue and whether Bitcoin can turn $80,000 into durable support. A sustained breakout could strengthen the longer-term recovery, while fading flows or renewed dollar strength could trigger volatility and a pullback.