BTC breaks 80,000: US election benefits intertwined with regulatory scrutiny

According to Woofun AI, the Bitcoin (BTC) price has strongly broken through the $80,000 psychological barrier. The current trading price is fixed at $80,000 786.38, up 4.47% from the previous trading day and 3.21% higher than today's early trading session. Its total market capitalization climbed to $1620 billion and recorded 24-hour trading volume of $31.96 billion. Adhering to the concept of 'faster than news, more accurate than emotion', the BM data newsletter launched by BlockMedia is posted on time every morning at 7 a.m., covering the BTC and BM20 Index, the Fear and Greed Index, ETF fund flows, and the premium of the Korean won against cryptocurrencies, as well as CLM's analysis of various altcoins. Investors can subscribe for free to obtain information.

Drastic market fluctuations driven by macropolitics have become a core variable in this round of market conditions. Stock market futures prices rose as the news that “Trump-related risks” were expected to be mitigated, directly driving Bitcoin to successfully rebound to the $78,000 level at 22:37 on November 4, 2026.

It is worth noting that in the context of the Democratic Party controlling both houses of the US Senate and House of Representatives, the Korea Composite Index eventually closed higher after experiencing sharp fluctuations of around 4%, while Bitcoin achieved a “V-shaped rebound” of 78,000 dollars at 18:06 on November 4, 2026.

Structurally, due to the impact of the US midterm elections, the Korea Composite Index fell sharply by more than 4% in the intraday session at 15:59 on November 4, 2026, but remained at around 5,600 points; at 09:25 on November 4, 2026, the Korea Composite Index rose about 1% after the opening of the market and returned to the level of 5,700 points.

The more critical variable is that with the US Democratic Party's victory in the general election, the Dow Jones Index rose 1,100 points at 00:03 on November 5, 2026, and the price of Bitcoin also rebounded to $79,000. Polymarket investors reaped huge profits of $910,000 on November 4, 2026 at 23:36 as a result of the Republican Party's anticipated defeat in key states.

Data compiled by Woofun AI shows that the chain reaction triggered by this series of political events caused market sentiment to shift from fear to greed in a very short period of time, and capital flows fundamentally reversed.

Geopolitics, industry merger and acquisition reviews, and concerns about market liquidity form another complex background. Russia's largest stock exchange plans to allow direct trading of Bitcoin in December. Whether this move can break through US sanctions restrictions attracted market attention. Relevant information was posted at 21:30 on November 4, 2026. In terms of industry integration, regarding the merger and acquisition of NAVER and Dunamu, at 13:30 on July 27, 2026, the regulators indicated that the merger was being carefully examined by considering not only search exposure issues, but also factors such as advertising costs. The 11:30 report on the same day further explained that the regulators also considered its impact on the future financial industry when reviewing the merger, and raised the issue of 'internal integration' in the relevant inquiry documents.

The underlying reason is that as the tokenization market continues to develop, this fluctuation may adversely affect the stock market. The opinion was published at 16:05 on July 26, 2026; another report described the degree of volatility in the stock market even surpassing the cryptocurrency market at 13:46 on July 26, 2026, which is a 'roller coaster market'. In terms of liquidity, the market value of stablecoins decreased by $17 billion at 19:30 on November 4, 2026. Coupled with the Binance hacking incident, the market's liquidity situation is worrying. The analysis indicates that at 04:58 on November 4, 2026, “the ratio of Bitcoin to gold is declining,” suggesting that risk assets may be adjusted after the midterm elections.

Furthermore, some sources said at 21:30 on November 3, 2026, that “if the Democratic Party takes control of Congress in the US midterm elections, it will have the worst impact on the digital asset market.” This concern gradually dissipated after the election results became clear.

The performance of specific currencies, the views of industry leaders, and future prospects reveal the diverse ecosystem of the market. Ripple (XRP) shares surged 71% again in three days. Currently, the price is close to $1.27, but whether it can continue to rise depends on changes in market volatility. The data was updated at 20:30 on November 3, 2026. PoMo's co-founder Park Se-yong stated on October 17, 2026 at 11:05 that “the future is coming when all assets can be traded in one app.” Investors called for a “two-year suspension of cryptocurrency taxation” at 18:15 on October 16, 2026, and took to the streets to express their demands.

In an interview on October 8, 2026 at 12:05, the head of Access Protocol stated that 'artificial intelligence can also be a content creator', and the company is expanding its business through Agents and the NFT marketplace. In another interview at 16:00 on September 23, 2026, Lee Yun-ho, the head of KIP, stated that “before the STO market opens, you need to prepare accordingly and share your experience in the RWA field with financial institutions.” Following the blurring of the boundaries between traditional finance and Web3, this is yet another profound reflection by the industry on the dual path of compliance and technological innovation.