Bitcoin Reclaims $81K as Treasury Buybacks and ETF Inflows Fuel Crypto Equity Surge
Bitcoin surpassed $81,000 alongside a double-digit surge in crypto-linked equities like Strategy and Coinbase. The rally is anchored by US Treasury debt repurchases that weakened the dollar and ignited $2.8 billion in spot ETF inflows. Equity outperformance shows leveraged institutional exposure returning ahead of legislative clarity.
Bitcoin charged past $81,000 on Thursday morning extending a 23 percent run over thirty days as macro liquidity and policy tailwinds converged.
The catalyst stems directly from macro intervention. The US Treasury doubled its government debt repurchase operations to cap soaring yields, dampening dollar strength and channeling capital into non-yielding hedges like Bitcoin. Institutional investors responded aggressively, pouring $2.8 billion into spot ETFs.
Crypto equities amplified the move, acting as high-beta proxies. Strategy spiked over 13 percent after resuming Bitcoin purchases following a ten-week balance sheet realignment while Coinbase surged 11 percent. Public miners including HIVE and MARA posted double-digit gains, tracking renewed hash-rate profitability.
While Bitcoin remains well below its prior high of $126,080, equity outperformance signals rising appetite for leveraged upside. The immediate sustainability depends on sustained debt repurchases and progress on federal crypto legislation but near-term market structure heavily favors risk-on momentum.