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benzinga Market Technicals Impact 65/100 ● positive

Bitcoin At $80,000 Today Vs. Bitcoin At $80,000 in May: 'Very Different,' Says This Analyst

Sep 23, 2026, 7:30 AM UTC · Primary ticker $BTC

CryptoQuant's Head of Research, Julio Moreno, highlights a significant improvement in Bitcoin's fundamental strength, as indicated by its Bull Score Index, despite trading at a similar price point ($80,000) as in May. This suggests a more sustainable upward momentum driven by network demand, stablecoin liquidity, and trader profit margins, rather than speculative fervor.

The filing reveals that Bitcoin's underlying fundamentals are significantly stronger now compared to May, even at the same price level of $80,000. This is evidenced by CryptoQuant's Bull Score Index rising from 'Neutral' (50) to 'Extra Bullish' (80), driven by network demand, stablecoin liquidity, and trader profit margins. This shift suggests that the current rally is more sustainable and less speculative, potentially leading to further price appreciation for BTC. For traders, this implies a reduced risk of a sharp correction compared to previous rallies, though some analysts still anticipate pullbacks before reaching $100,000. MicroStrategy (MSTR), a major corporate holder of Bitcoin, stands to benefit directly from this improved outlook and any subsequent price increases.

$BTC positive Improved fundamental outlook
$MSTR positive Significant Bitcoin holder, benefits from price appreciation
$POL neutral Mentioned as platform for prediction market
Source: benzinga
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Not financial advice. AI-generated analysis for informational purposes only.