Bitcoin clears $80K for the first time in three months — and Saylor signals Strategy is buying again!

Bitcoin hit $80,450 at the session high this morning, its strongest print in three months, as spot cumulative volume delta surged 199.1% — from $18.3 million to $54.8 million during the breakout. That kind of CVD expansion points to direct spot buying, not leveraged positioning, giving the move structural credibility.

The timing aligns with Strategy emerging from its Q1 2026 earnings blackout. Michael Saylor posted publicly that buying resumes next week, following the firm's most recent tranche of 34,164 BTC for $2.54 billion at roughly $74,395 per coin. Strategy now holds 815,061 BTC acquired at an average of ~$75,527, with a reported 9.5% BTC Yield year-to-date.

Equity markets provided the macro tailwind, with BTC tracking NASDAQ gains on the session. Senate crypto legislation progress has also reduced compliance uncertainty for larger allocators. With ETF inflows and Fed policy…