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Bitcoin ETF Outflows, $1B Liquidations & Stellar's 20% Surge | May 27-29
Audio is available on Spreaker — see link below.
Two billion dollars has exited Bitcoin ETFs in May as geopolitical shocks near the Strait of Hormuz triggered nearly $1B in crypto liquidations — and the institutional signal is far from clear. Today's briefing covers ETF outflow trends, Ethereum's 12-day streak, Stellar's DTCC rally, CME's 24/7 futures launch, and a landmark CBDC rejection.
Audio is available on Spreaker — see link below.
Two billion dollars has left U.S. spot Bitcoin ETFs in May alone, and that number doesn't fit the story most macro observers are telling right now. Equities are holding up.
The clearest short-term trigger was geopolitical. U.S. airstrikes near the Strait of Hormuz hit crypto derivatives markets hard and fast.
Ethereum ETFs aren't faring better. Spot Ethereum ETFs shed sixty-seven million dollars on May twenty-seventh, extending their outflow streak to twelve consecutive days.
The rotation picture is more interesting in mid-caps. Stellar surged roughly twenty percent in twenty-four hours to around twenty cents, driven by developments tied to DTCC tokenization initiatives on the Stellar network.
On the infrastructure side, two developments are worth tracking carefully. CME Group launched round-the-clock futures and options trading for crypto on May twenty-ninth.
One number that deserves more attention: Ethereum-based DeFi platforms have lost nearly one billion dollars to exploits in 2026 alone. Bridge attacks and admin key compromises are the primary vectors.
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