U.S. spot Bitcoin ETFs recorded $1.42 billion in net outflows during the week of May 26, 2026, including a -$105.2 million session on May 26 as BTC closed at $76,901. The drawdown coincided with $897 million in long liquidations tied to U.S. airstrikes near the Strait of Hormuz reported on May 27–28, while IBIT (-$68.9 million) and FBTC (-$36.3 million) led the day's ETF redemptions.

CME Group is moving its regulated crypto futures and options to continuous trading, going live at 4 P.M. Central Time on CME Globex and CME ClearPort. The rollout lines up with about $6.25 billion in Bitcoin options expiring on Deribit and comes as BTC has slipped below $73,000 this week. Trading becomes 24/7, while clearing and settlement remain on a Monday-to-Friday schedule.

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.

On May 1, 2026, a pseudonymous plaintiff using the name Noah Doe sued in New York Supreme Court, seeking ownership of 39,069 allegedly dormant Bitcoin addresses said to hold about 3.79 million BTC. The claim leans on New York Personal Property Law Article 7-B (1958) and a process that included filing USB drives as "found property" with the NYPD and sending dust transactions carrying notices. Critics argue the case would not enable any coins to move because the plaintiff does not have the private keys, and some notices were sent to address formats that may not correspond to where the coins sit.

Arca CIO Jeff Dorman said Strategy's Bitcoin-heavy balance sheet has moved into a riskier phase as preferred equity obligations and cash decisions collide with its BTC exposure. On May 28, he argued the firm's roughly $15 billion in preferreds and about $1.5 billion in annual dividends could create pressure to sell Bitcoin if markets weaken, even after a $2 billion cash raise. BTC was trading at $73,408 at press time.

Bitcoin fell about 5% from $76,000 to a one-month low of $72,589 after renewed U.S. strikes on Iranian targets, after trading around $77,000-$78,000 earlier in the week. Analysts highlighted a key support cluster between $73,000 and $71,300, warning that a break below $71,300 could extend losses toward the February base near $60,000. Others pointed to a potential Head and Shoulders setup with a neckline near $75,000, raising the odds of a move toward the range lows around $63,000.

Sequans Communications said Thursday it has fully redeemed the convertible debt from its July 2025 offering by selling part of its bitcoin treasury, leaving it with about 658 BTC and a near debt-free balance sheet. The company said it is exiting its digital asset treasury approach and expects to monetize the remaining BTC over time while refocusing on 4G/5G IoT chip products, including its 5G eRedCap roadmap.

On Wednesday, May 27, crypto ETF flows stayed risk-off, with bitcoin ETFs posting $733.43 million in net outflows and extending an eight-day withdrawal streak. Ether ETFs also fell by $67.15 million for a 12-session outflow run, while HYPE and Solana products recorded smaller inflows of $3.40 million and $557,160, respectively.