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Strategy Expands Bitcoin Holdings With $2B Purchase
Strategy added another 24,869 BTC for roughly $2.01 billion between May 11 and May 17, executed at an average price of $80,985 per coin. That brings total holdings to 818,869 BTC — approximately 3.9% of Bitcoin's fixed supply — acquired at an average cost basis of $75,540.
The pace is what matters. The week prior, Strategy bought 535 BTC. This past week, 24,869. A sharp step-up in deployment, funded through at-the-market equity sales that have raised $11.68 billion year-to-date. With BTC's daily mining issuance at roughly 450 coins post-halving, weekly purchases of this scale absorb more than a week of new supply on their own. Combined with spot ETF demand, the corporate treasury bid keeps pulling supply faster than it enters circulation — even with Bitcoin trading 25% below January highs.
Hyperliquid RWA Open Interest Hits $2.6B ATH — Real-world asset perpetual open interest on Hyperliquid has doubled in two months to a record $2.6 billion, with S&P 500 and equity contracts driving the latest leg up.
Aster DEX Lists SpaceX Pre-IPO Perps With 5x Leverage — Aster has launched $SPCX, a synthetic perpetual tracking SpaceX's implied valuation ahead of what could be a $75B IPO — the largest ever.
Citadel XRP ETF Rumors Shake Market — Unverified reports peg Citadel's XRP ETF exposure at $1.7M across Bitwise and Canary products, layered on top of the firm's confirmed $500M Ripple equity round.
CLARITY Act Push Sparks Urgent CFTC Warning — House Agriculture leaders Glenn Thompson and Angie Craig are pressing Trump to fill four vacant CFTC seats as the CLARITY Act advances after a bipartisan 15-9 Senate Banking vote.
Bitcoin Now Insures Strait of Hormuz Shipping
Iran has launched Hormuz Safe, a state-backed maritime insurance platform that issues digital policies for vessels transiting the Persian Gulf, with premiums paid and settled in BTC. Tehran says the program could generate over $10 billion in revenue. It also embeds Bitcoin directly into one of the world's most critical energy chokepoints, while creating immediate sanctions exposure for any shipowner who pays in.
Iran War Has Cost Global Companies $25 Billion and Counting
A Reuters analysis tallies the corporate damage so far: at least $25B, with 279 firms citing the war in defensive actions. Airlines account for nearly $15B alone as jet fuel doubles. Toyota flagged a $4.3B hit, P&G $1B post-tax. Ship transits through Hormuz have dropped from 130 per day in February to 6 in March — a 95% collapse the IEA calls the largest oil supply disruption in history.
Trump and Xi Unveil "Historic" China Trade Deal
The Beijing summit produced concrete deliverables: 200 Boeing aircraft (with up to 750 reportedly on the table), $17B/yr in US ag purchases through 2028, rare earth supply commitments on yttrium, scandium, neodymium, and indium, plus two new bilateral institutions. Both leaders said Iran cannot have a nuclear weapon and called for Hormuz to reopen. As Iran's Bitcoin insurance launch shows, that second part hasn't happened yet.
Bitcoin Price Analysis And Expert Predictions
With BTC trading near $78–80K, ETFs bleeding, Strategy buying $2B at $81K, and a war-driven macro that won't quit, the price question is the only one anyone is asking. This research lays out where the major desks and analysts actually stand for the rest of 2026 — without the hopium.
24,869 — BTC bought by Strategy between May 11 and May 17
$80,985 — Average price per coin on Strategy's latest buy
818,869 — Total Bitcoin held by Strategy, ~3.9% of total supply
$2.6B — Hyperliquid RWA perpetual open interest, a new all-time high
$25B — Corporate cost of the Iran war so far across 279 firms
95% — Drop in Strait of Hormuz daily ship transits since February
15-9 — Senate Banking Committee vote that advanced the CLARITY Act on May 14
CFTC commissioner slate — CLARITY Act effectively dead-on-arrival without a full commission; Trump still hasn't nominated four of five seats
Strait of Hormuz reopening — Trump-Xi deal calls for it, Iran is monetizing it via Bitcoin insurance, IEA says shortage outlasts the war
BNB ETF race — VanEck and Grayscale filed fresh amendments; Bloomberg's Seyffart reads active SEC engagement
SpaceX IPO timeline — S-1 filed April 1, targeting $1.75T-$2T valuation and $75B raise; synthetic perps now live on Aster and Hyperliquid
Until Wednesday.