---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40453210.md"
description: "BTC is gradually stabilizing around 80000, with data showing real buying support. However, ETH has been unable to break through 2.4k and has been hovering around 2.3k for so long. Why is this? My view:1. The current market is in a phase of "bottom repair + policy expectations," where funds prefer BTC during this stage.2. ETH's positive catalysts rely more on "second-order confirmation." CLARITY benefits ETH more than BTC, but there is no formal markup schedule yet. The market will first treat CLARITY as a "crypto overall positive" and prioritize BTC.During the bear-to-bull market transition, BTC usually rises first, while ETH often lags. ETH's catch-up rally requires two conditions:- BTC must not fall back and must maintain a high-level sideways consolidation.- The market shifts from "buying the safest crypto beta" to "buying higher beta / assets with higher utility."The market is not yet trading "actual utility post-approval," but only trading "increased probability of approval."BTC gets reduced regulatory risk from CLARITY.ETH gets clearer application boundaries for stablecoins, DeFi, RWA, tokenization, and staking from CLARITY.The latter has greater value but is also more complex, hence slower pricing.$IShares Ethereum Trust ETF(ETHA.US)$BitMine Immersion Tech(BMNR.US)$Strategy(MSTR.US)"
datetime: "2026-05-06T03:38:32.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40453210.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40453210.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40453210.md)
author: "[lyhalfway](https://longbridge.com/en/profiles/3372973.md)"
---

# BTC is gradually stabilizing around 80000, with da…


### Related Stocks

- [ETHA.US](https://longbridge.com/en/quote/ETHA.US.md)
- [BMNR.US](https://longbridge.com/en/quote/BMNR.US.md)
- [MSTR.US](https://longbridge.com/en/quote/MSTR.US.md)
- [STRC.US](https://longbridge.com/en/quote/STRC.US.md)
- [STRD.US](https://longbridge.com/en/quote/STRD.US.md)
- [STRF.US](https://longbridge.com/en/quote/STRF.US.md)
- [STRK.US](https://longbridge.com/en/quote/STRK.US.md)
- [BTC.US](https://longbridge.com/en/quote/BTC.US.md)

## Comments (13)

- **pocoyo · 2026-05-07T17:54:09.000Z**: Tomlee recently stated that he intends to slow down the accumulation pace. Actually, he's not far from the target, which makes his decision a bit puzzling.
  - **lyhalfway** (2026-05-07T22:49:53.000Z): Let me see.
- **半山外賣仔 · 2026-05-06T07:02:10.000Z · 👍 1**: ETH still seems to have a catch-up rally attribute. After all, there are no companies with new position concepts like SBET or BMNR this time, so new institutions are still buying BTC first.
- **Relex · 2026-05-06T06:27:56.000Z**: Simple and clear
- **韭條悟 · 2026-05-06T04:17:06.000Z · 👍 1**: Let's talk about PLTR, way bro.
  - **Yi Yue** (2026-05-06T04:28:53.000Z): +1! Uncle Yaren, talk about PLTR! Want to see
  - **lyhalfway** (2026-05-06T05:16:19.000Z): Hmm, I'll start another thread to chat about it
- **桓台红莲湖 · 2026-05-06T04:16:19.000Z · 👍 1**: So it seems that CLARITY is really important for ETH.
- **户晨风の交易员 · 2026-05-06T04:15:06.000Z**: Let's get some hood first and see what's going on😀
- **牛牛快来16888 · 2026-05-06T03:48:58.000Z · 👍 3**: I actually hope it doesn't rise too fast, I haven't collected enough chips yet 😁
- **鹿角少女 · 2026-05-06T03:48:21.000Z · 👍 6**: Got it, buy MSTR first, wait for it to consolidate, then buy BMNR🤓
  - **lyhalfway** (2026-05-06T03:51:07.000Z): Sure, only when the big coin (market) is good can we all be good.
- **Epi_chan · 2026-05-06T03:43:44.000Z · 👍 2**: MSTR has been frantically buying Bitcoin every day recently, and it's continuing.