Bitcoin Crosses $80,000: Bull Run Confirmed?

Bitcoin breaks $80,000 and crosses a key threshold

The Bitcoin price is trading around $80,826 this Friday, up nearly 4% over 24 hours. BTC is thus erasing part of the summer correction and moving back above a key psychological threshold for traders.

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The trigger is macroeconomic. Traders now estimate the probability of a Fed rate hike in September at around 50%, down from over 63% earlier this week, according to the CME FedWatch tool.

The pivot was signaled by Fed Governor Christopher Waller, who expressed readiness to support a status quo if inflationary pressures continue to ease. Bond yields retreated, leading to a return of buyers across risk assets, including tech stocks. The Nasdaq Composite gained 1.4% to reach 26,584 points.

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On the technical side, analyst Crypto Rover highlights that Bitcoin's weekly Supertrend signal has just flipped green, an indicator that has historically marked the beginning of previous bull runs.

BREAKING: The weekly Bitcoin Supertrend signal is now flashing green.

Historically, this marked the start of every Bitcoin bull run. 🚀

The weekly candle still needs to close. pic.twitter.com/Rm4AZuVnJF

— Crypto Rover (@cryptorover) September 4, 2026

The weekly candle, however, still needs to close to validate the signal.

Strategy soars, ETFs return to net inflows

This rise in Bitcoin benefits Strategy stock, which surged 17.6% on Thursday to $144.82, reclaiming a premium of about 12% over the net asset value of its Bitcoin reserves. The group now holds 845,050 BTC, worth nearly $69.5 billion at current prices.

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U.S. spot Bitcoin ETFs are also joining the movement. They recorded $730.8 million in net inflows on Thursday, according to data from Farside Investors, following $101.1 million in inflows the previous day. The rebound is particularly significant after the $236.5 million in outflows recorded on Tuesday.

JUST IN: BlackRock’s iShares Bitcoin ETF traded $3.6B today.

Ranked #6 among ALL U.S. ETFs.

Massive institutional liquidity. 🚀 pic.twitter.com/oE7NlukEvs

— Bitcoin Archive (@BitcoinArchive) September 3, 2026

BlackRock's IBIT fund largely dominated the flows, with $454 million in inflows during Thursday's session alone. It was followed by Ark Invest and 21Shares' ARKB with $137.7 million, then Fidelity's FBTC with $74.4 million. Grayscale's Bitcoin Mini Trust also attracted $48.8 million. Conversely, VanEck's HODL experienced $19.6 million in withdrawals.

Bull run confirmed or false start?

This acceleration suggests that BTC's move back above $80,000 is not solely based on the derivatives market or short covering. The return of flows into ETFs also provides a source of spot demand. However, several consecutive sessions of inflows will be necessary before confirming a sustained return of institutional investors.

⏱️️ Is it too late to invest in Bitcoin (BTC)?

Caution remains advised. BTC is up only 1.7% over seven days and remains approximately 36% below its all-time high of $126,195 reached in October 2025. The next technical levels watched by traders are at $82,000 and $84,000.

The U.S. jobs report published this Friday, followed by inflation figures next week, should dictate the next phase of the movement. Furthermore, September remains a historically challenging month for BTC, as noted in our analysis of the specter of "Rektember".

Sources: CoinDesk, Crypto Rover on X, Yahoo Finance