Bitcoin positions itself for a rally above $80,000 after Strategy's $2 billion BTC buy, crumbling investor confidence in the US Treasury and a potential US-Iran deal.

While macro pain and Iran war uncertainty drag Bitcoin below $79K, fixed-income market outflows could trigger a medium-term Bitcoin rebound.

Bitcoin’s $79,000 defense proves that the Coinbase discount is driven by stablecoin volatility rather than a lack of institutional demand.