May Market Explosion: BTC Holds Strong at 80k, Regulation Set, AI+DePIN Main Line Established (5.13)

【Market Quick Update】

• $BTC: $81,900 (+1.44%), holding above the 80k mark, ETF weekly inflow of 1 billion+, institutions continuing to accumulate

• $ETH: $2,339 (+0.33%), Layer 2 surging, ecosystem recovery expectations strengthening

• $SOL: $97.43 (+2.63%), highly elastic, DePIN ecosystem active

• Fear and Greed Index: 65 (Greed), sentiment warming up

【Core Main Lines】

1️⃣ Clear Regulations (Major Positive)

U.S. Senate to review the Clarity Act on May 14, defining the regulatory boundaries for crypto, a milestone for industry institutionalization

2️⃣ AI + DePIN 2.0 (Strongest Track)

• DePIN Evolution: from "people selling hardware" to "AI buying services"

• AI agents scheduling global nodes in milliseconds, demand for computing/storage/network surging

• Key Focus: $TAO, $RNDR, $PEAQ, $SUI

3️⃣ RWA Tokenization of Real Assets

• Institutions accelerating entry, on-chain real estate/bonds/green assets surging

• Leaders: $ONDO, $MKR

【Risk Warning】

• Short-term volatility may increase before policy implementation

• High-priced Memes coins capital diversion

• Impact of Federal Reserve CPI data

【Trading Thoughts】

✅ Main Line Holdings: ETH + SOL + DePIN Leaders

✅ Short-term: Look for trading opportunities from favorable bill passage

✅ Risk Control: 80k is a key support for BTC, reduce positions if it breaks below$BTC