Stablecoin supply has climbed to $322 billion, but wallets holding $10 million+ in stablecoins have continued to decline since the 2025 market peak. With total crypto market cap around $2.6 trillion versus above $4 trillion at the 2025 top, the Fear and Greed Index at 43 and the Altcoin Season Index near 30 suggest conditions still look neutral rather than rally-ready.

Ethereum is holding above $2.2k as the third week of May begins, but it remains in the lower part of its two-week range after another rejection. Prior long positioning into the $2.4k supply zone has been unwound, and price action suggests further near-term consolidation while traders watch $2.2k and $2k as key supports.

Ethereum has printed a Tom Demark (TD) Sequential sell signal on the 1-week chart, the same type of setup that previously preceded a 63% decline. Analyst Ali Martinez says the completed nine-candle setup suggests a potential corrective phase, while ETH is trading around $2,220 this week.

CrowdStrike said North Korea-linked actors stole $2.02 billion in cryptocurrency in 2025, a 51% increase from 2024. The firm described them as the most prevalent intrusion threat to financial services with an emphasis on crypto, and warned the activity is likely to persist into 2026.

On 16 May 2026 at 07:10, SUI traded at $1.0912, down 0.77%, after fading from the May rally highs and settling between nearby support and overhead resistance. The MA50 ($0.9690) and MA100 ($0.9595) sit below price, while the MA200 at $1.2947 remains above; RSI was 53.82 with a 62.88 signal. On-chain order-size data highlights the $0.90–$1.00 area as the densest whale-order zone.

Strategy-linked STRC trading volume reached a record $1.53 billion on May 14, alongside a fourth straight session above the $100 level. Market discussion also centered on estimates that MSTR may have accumulated nearly 20,000 BTC, even as U.S. equities held near record highs. Bitcoin gained 2.26% on May 14 after $630 million left Bitcoin ETFs on May 13.

OpenAI rolled out new personal finance features in ChatGPT on Friday, enabling U.S. Pro subscribers to link bank and investment accounts via Plaid. The tool covers 12,000+ institutions and can analyze spending, subscriptions, and upcoming payments, while viewing balances and transactions without being able to move funds or see full account numbers. Pro access costs $200 a month, and OpenAI says synced data is deleted within 30 days after an account is disconnected.

On May 15, Strategy Inc. (Nasdaq: MSTR) said it reached privately negotiated deals to repurchase about $1.5 billion of its 0% Convertible Senior Notes due 2029. The company estimated the cash repurchase price at about $1.38 billion, with the final amount partly linked to its Class A stock price during a set measurement period. Strategy listed cash, at-the-market securities sales, and potential bitcoin sales as possible funding sources, with settlement expected on or about May 19.