Bitcoin Tops $80K as RWA, AI Flows Rise; Clarity Odds Up

Bitcoin rose above $80,000 after roughly $40 billion entered the crypto market, with about three-quarters of those inflows directed to BTC. The token advanced about 1.7% during the session, returning to the $80,000 level for the first time since early January.

Tokenized real-world assets surpassed $27 billion in total value, setting a new high for on-chain representations of physical and financial assets. The increase reflects capital moving into assets that are issued or tracked on blockchain networks.

The AI-focused segment of crypto posted gains, rising roughly 2.5% intraday and moving back toward a $20 billion aggregate market valuation. Solana recorded notable trading activity within the AI theme ahead of the Accelerate conference on May 5 in Miami Beach. Posts from Solana’s official channels hinted at announcements tied to the event and coincided with higher volumes for SOL and related projects.

Stablecoin supply remained close to an all-time market capitalization near $320 billion, keeping ample liquidity available on-chain. That level of stablecoin backing supports trading and token rotations across decentralized finance and token markets.

The decentralized finance sector showed a modest recovery in total value locked, rising about 1.9% over 24 hours. However, TVL remains near $15 billion below the early-2026 pre-crash peak that approached $100 billion. Earlier this year, a series of security breaches led to more than $600 million in reported user losses, and the sector is still working through the impact of those incidents.

Prediction-market pricing for the CLARITY Act climbed above 60% for the first time in over a month, indicating a higher market-assessed probability of the legislative outcome tied to that item. Traders and portfolio managers have been watching those odds as one gauge of shifting regulatory expectations.

Market participants highlighted the combination of elevated tokenized-asset valuations, renewed activity in AI-related projects and large stablecoin balances as factors in the day’s risk-on trading tone. Capital flows concentrated into Bitcoin while activity in on-chain tokenized assets and AI plays increased.

Upcoming events and on-chain metrics to watch include the Solana Accelerate conference, further moves in stablecoin supply, and any changes in prediction-market pricing for regulatory outcomes. These developments could affect short-term capital flows and trading patterns across crypto markets.