On May 29, Strategy transferred 411.48 BTC worth over $30 million to Coinbase Prime, prompting traders to speculate about the firm’s intent. Separately, Polymarket showed an 84% probability that Strategy will sell some Bitcoin before December 31, 2026. The move follows comments from Executive Chairman Michael Saylor suggesting BTC sales could be an option in certain scenarios, even as he posted “HODL” shortly before the transfer was highlighted.

Aave Labs said on May 28 that its UK subsidiaries, Push Labs Ltd. and Push Virtual Assets Ltd., were registered by the Financial Conduct Authority (FCA) to operate as cryptoasset exchange providers. The registration also permits electronic money issuance under the Electronic Money Regulations 2011, and Aave said the approvals support regulated payments infrastructure including stablecoin on- and off-ramps. Despite the update, AAVE was down about 5% over 24 hours to around $81 at the time of writing.

Ethereum (ETH) fell below $2,000 for the first time in nearly two months, prompting a surge of "buy the dip" chatter that Santiment says can be a bearish signal. ETH was around $1,975 at the time of writing, down nearly 5% in 24 hours and almost 8% over seven days, while CoinGlass data shows about $241 million in ETH liquidations over the past day.

Pine Analytics argues Strategy's preferred stock STRC can create a largely one-way bid for Bitcoin because selling pressure is expressed in the equity market rather than directly through BTC redemptions. The firm said STRC's ATM sales raised $1.18 billion in March 9-15, 2026 to buy 17,994 BTC at an average $70,946, versus about $763 million of net inflows across all 12 US spot Bitcoin ETFs that week. It added that STRC's volatility and its ability to trade at or above the $100 par level can determine how much new issuance occurs and, in turn, how much BTC gets purchased.

On May 26, OpenZeppelin co-founder Manuel Aráoz said he now views all DeFi as unsafe and claimed AI coding agents have shifted the advantage to attackers. He added he has been urging friends and family to exit positions, citing Aave, MakerDAO, and Compound among protocols he no longer considers safe. Others on X disputed the claim, arguing most recent losses stemmed from operational and credential failures rather than smart-contract bugs.

CryptoQuant contributor XWIN Japan said rising US equity short interest may reflect hedging rather than outright bearishness, and that improving liquidity later this year could steer more institutional capital toward BTC. Bitcoin dropped to around $74,000 over the weekend, rebounded above $77,000, then slipped a few hundred dollars below $77,000, leaving it down almost 30% over the past year. Separately, Ali Martinez reported active addresses fell nearly 40% in two weeks (821,000 to 494,000) and flagged $78,000 resistance and $76,000 support.

Bitcoin rebounded toward $78,000 on Monday after commentators linked the bounce to easing U.S.-Iran tensions and broader "risk-on" sentiment. Several traders said BTC may need to reclaim the low-$80,000 area to extend a rally, while others warned a peace-deal headline could still trigger a brief drop back toward $74,000 before any sustained move higher.

Solana logged record network usage in Q1 2026 even as SOL fell 33% to close around $83. Messari reported average daily non-vote transactions hit 112.6 million and application revenue stayed near-flat at $342.2 million. The quarter also saw RWAs rise 43% to $2.01 billion, while DeFi TVL dropped 22% to $6.16 billion alongside the token's price decline.

SpaceX said in an S-1 registration statement filed with the U.S. SEC that it holds 18,712 BTC, carried at a fair value of $1.293 billion as of March 31, 2026. The company disclosed an average purchase cost of around $35,324 per BTC, or roughly $661 million in total, implying an unrealized gain of nearly 119%. The filing comes ahead of SpaceX’s planned IPO and is presented as its first public breakdown of a Bitcoin treasury position.