Prediction-market pricing shifted on May 23 as Kalshi put the CLARITY Act's chance of passing before 2027 at 50%, down from nearly 75% the prior week. The same tracker showed 14% odds for approval before July 2026 and 37% before August, while Senator Cynthia Lummis argued the bill aims to "scale" Wyoming's digital-asset framework at the federal level.

Medical supply manufacturer Gentell says disruption around the Strait of Hormuz has pushed some raw material costs up by as much as 30% and raised transportation expenses. The company's CEO David Navazio said shipping a container from New Zealand to California is now about $4,500 versus about $2,000 before the war, while Gentell faces near-term margin pressure and limited ability to reprice annually set government-linked contracts.

Bitcoin is still facing downside pressure after losing traction above the $80K-$82K resistance band, while buyers appear to be defending the $75K support zone. The setup points to a possible short-term rebound toward $78K-$80K before sellers potentially reassert control. Key levels discussed include resistance at $82K-$84K and lower-demand areas at $70K-$71K, with deeper support near $65K-$66K.

On May 24, 2026, Strategy executive chairman Michael Saylor said the firm "bought bonds, not bitcoin" during the week, drawing attention to financing steps after holdings rose to 843,738 BTC. The company's dashboard showed bitcoin reserves valued near $64.45 billion, alongside figures that highlight how debt, preferred stock, and cash reserves factor into its treasury planning.

XRP whale activity has fallen over the past nine days, with transactions above $1 million sliding from 157 to 67, a 57.3% drop. Analysts say the pullback may reflect positioning and tighter liquidity, while XRP trades at $1.36 with key levels clustered around $1.28–$1.30 and $1.40–$1.45.

Morpho (MORPHO) rose 10.3% over the past day at press time, alongside increased activity in its perpetuals market. Longs made up 54% of perpetual volume and the Long/Short ratio hit 1.27, while open interest jumped 11% in the past 24 hours and funding reached 0.0053%. Technically, price was approaching $2.23; a break could target $2.36, while a rejection may pull it back toward rising channel support.

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.

Global data centers used 415 TWh of electricity in 2024, and the International Energy Agency projects consumption could reach 945 TWh by 2030. Microsoft, Google and Meta are pursuing nuclear supply deals to cover the widening gap, even as major projects like Three Mile Island and SMR deployments target 2028–2030 timelines. Estimates cited in the report also point to rising near-term reliance on gas generation while AI infrastructure scales in 2026.