Bitcoin
Affairs
 
No. 005  ·  31 May 2026
 
MARKET SNAPSHOT
BTC / USD
$73,731 		  24H CHANGE
+0.5%
 
ALL-TIME HIGH
$124,749 		  FROM ATH
-40.9%
◎
 NEWS
4 STORIES TODAY
Trump reopens Iran deal terms, keeping oil and risk markets unsettled
President Donald Trump asked for changes to the draft Iran deal negotiated by his envoys, triggering another round of talks just as markets had begun pricing a cleaner de-escalation path. With the dispute centered on nuclear terms and the broader ceasefire framework, traders remain highly sensitive to any headline that could shift oil, inflation expectations and Bitcoin’s macro backdrop.
Geopolitics  Macro
Bitcoin underperforms despite macro relief as ETF demand keeps fading
Even as the S&P 500 logged a ninth straight weekly gain and Brent stabilized near $92 on hopes for a U.S.-Iran ceasefire extension, bitcoin and other large-cap tokens fell around 2% to 6%. The divergence suggests crypto-specific demand, especially through spot ETFs, remains too weak for Bitcoin to fully participate in a broader risk rally.
ETF  Macro
U.S. says it seized Iran-linked crypto worth about $1 billion
Treasury Secretary Scott Bessent said the U.S. seized roughly $1 billion in cryptocurrency tied to Iran as part of Operation Economic Fury. The move expands the sanctions and enforcement story around digital assets while tying crypto markets more directly to Middle East pressure tactics.
Geopolitics  Regulation
AI-driven DeFi hacks keep big banks from moving deeper onchain
CertiK said traditional financial institutions still want to move trillions of dollars of assets onchain, but escalating AI-assisted hacks and near-daily DeFi exploits are keeping that capital on the sidelines. The warning suggests security remains a major bottleneck to institutional blockchain adoption even as regulatory pathways improve.
Regulation  On-chain
≡
 COMMENTARY
VOICE FROM THE NETWORK
VirtualBacon
@virtualbacon
 
Everyone waits for the "real" capitulation at the end of the bear market. That is the trap. 2018 and 2015 both bottomed on the first big dip, not the last. Only 2022 dragged out to the FTX low. If BTC wicks to 60K next month, that is the bottom, not a warmup for October.
 
 
 
17 reposts    39 replies    288 likes
 
Quinten | 048.eth
@QuintenFrancois
 
BlackRock sold more than $3.5 billion of Bitcoin this month https://t.co/oUH2MRyL42
 
 
 
 
4 reposts    16 replies    106 likes
 
CoinMarketCap
@CoinMarketCap
 
LATEST: 📈 Anthony Scaramucci says the four-year Bitcoin cycle is still alive and BTC will re-ascend in Q4, calling "this time is different" the worst words in investing. https://t.co/0jTwEsOu5R
 
 
 
 
 
76 reposts    92 replies    400 likes
 
Kalshi Crypto
@Kalshi_Crypto
 
JUST IN: Michael Saylor's 'Strategy' just withdrew $30M worth of Bitcoin from Coinbase Prime
 
 
 
60 reposts    61 replies    932 likes
 
Binance
@binance
 
As Bitcoin has matured, its relationship with traditional assets has become more consistent. It increasingly reflects broader macro market dynamics. ₿ https://t.co/lasSGgrahk
 
 
 
 
48 reposts    124 replies    291 likes
 
Santolita
@SantoXBT
 
Bitcoin has never been this undervalued compared to global money supply growth Meanwhile governments keep printing, liquidity keeps expanding, and hard assets keep getting scarcer That gap between Bitcoin and global liquidity probably won’t stay open forever https://t.co/3tTpcGvSIy
 
 
 
 
5 reposts    89 replies    113 likes

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