April belonged to the stock market, tech stocks specifically.
But in May? Crypto is vying for center stage.
And I’m watching one stock…
While everyone fixates on tech earnings and the Fed, Bitcoin quietly ripped through a level it hadn’t seen since January.
The price punched past $80,000 this week:
And the catalyst behind the move could keep this trend running for the entire month of May…
Most traders are still asleep on this. They missed the move from $60,000 to $80,000, and now they’re waiting for a pullback that may never come.
I’m not waiting.
I’m watching the one stock that gives me leveraged exposure to Bitcoin’s next leg higher.
The Catalyst Behind Bitcoin’s Rosy May Outlook
Bitcoin closed above $80,000 for the first time since January, and this move has legs.
Notice the sideways consolidation on BTC earlier this year. It bottomed near $60,000 in early February, ground sideways through March, and started a clean uptrend in April.
Three months of bullish momentum without a blow-off top scenario.
Tom Lee at Fundstrat called it “Bitcoin spring.” His words, not mine. But the technicals back him up…
Bitcoin has never strung together three winning months in the middle of a bear market.
As for the catalyst? The Clarity Act.
After months of delays in Congress, Senators Thom Tillis and Angela Alsobrooks finalized a compromise on stablecoin rewards last week. The bill that the crypto industry has been begging for is finally moving.
Polymarket’s odds of the Clarity Act passing in 2026 just jumped above 60%. A few weeks ago, those odds were below 50%.
Translation: institutional money has a green light to step in.
John Bollinger, the guy who literally invented Bollinger Bands, posted on X that his trend model for Bitcoin flipped positive.
When the technicians and the policy crowd line up on the same side of a trade, it’s time to pay attention.
But Bitcoin itself isn’t the cleanest way to play this. Crypto exchanges have wide spreads, weird hours, and no options leverage for a stock-trader account.
That’s where this next stock comes into play.
The Stock to Watch: Strategy Inc.
Strategy Inc. (NASDAQ: MSTR), formerly known as MicroStrategy, is the most leveraged Bitcoin play on the U.S. stock market.
The company holds Bitcoin as its primary treasury asset.
Take a look at the chart:
The stock bottomed near $105 in early February, the same time Bitcoin bottomed at $60,000. The correlation is almost one-to-one.
And here’s the part most traders are missing… MSTR just broke above its 200-day moving average. The last time it did that, back in April 2025, the stock ripped $60 per share in a single week.
This setup feels identical.
How to Trade It
Here’s the alert I sent to traders on May 6:
And as I write this, the stock is still trading in the same range… there’s still time to make this trade.
Keep your position manageable. Know what you’re risking before you enter. And don’t average down on a busted thesis.
If Bitcoin breaks back below $78,000, the trade is wrong. Get out.
And remember, the Clarity Act vote could come at any moment…
Don’t be the trader who watches MSTR rip to $250 and wishes they had pulled the trigger when the setup was staring them in the face.
This chart is talking.
Are you listening?
Stay Street Smart,
Jeff Zananiri
*Past performance does not indicate future results, Not typical.
