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May Research Roundup

Adapted from:

Top in-house research and market insights for May.

NasdaqOTC.com RESEARCH

Monthly Research Roundup

May 2026

Welcome to the NasdaqOTC.com
Monthly Crypto Research Roundup Newsletter

Research Dashboard

According to the research dashboard, 206 public companies collectively acquired around 1.2 million BTC, approximately US$98 billion, as of May 12, representing over 5.8% of Bitcoin's total supply.

In April, the price index grew +12.93%, while the volume and volatility indices decreased by -14.80% and -19.52%, respectively.

Charts of the Month

The tokenized RWA market expanded 431% between January 2025 and April 2026, with capitalization growing from approximately $5.8 billion to over $30.8 billion. This surge was primarily driven by improved regulatory frameworks and the entry of major traditional financial institutions.

The stablecoin market currently shows a notable divergence in on-chain activity. While total supply, number of holders, and active addresses are rising, transfer volumes are declining.

Stablecoin total supply grew by 0.8% to reach $322 billion on April 30. Monthly active addresses saw an approximate 3.1% increase. However, adjusted transaction volume fell roughly 11% to $6.6 trillion in April.

Stablecoin Adjusted Transaction Volume chart

Monthly Feature Articles

Real-World Asset Perpetuals: Find The Predictive Edge

Real-world asset perpetual futures are emerging as trading instruments that offer leveraged exposure to traditional financial assets through 24/7 crypto-market liquidity.

The analysis presents these instruments as a weekend signal for TradFi market direction ahead of Monday's opening bell.

Optimal execution window: Sunday at 22:00 UTC, just before CME futures open.
Precious metals: Downside weekend signals in metals proved useful for hedging.
Equities: Shorting tech stocks based on negative weekend crypto signals produced poor results in the study.
Energy: Oil perpetuals tended to overreact to weekend geopolitical trends.
Risk management: Thin weekend order books can raise liquidation risk.

Read the full report

Monthly Market Update (April 2026)

April saw a strong, broad-based risk-on recovery led by U.S. equities. Crypto rebounded significantly. Commodities and real estate also posted gains, while the bond market remained largely flat.

Overall performance: BTC rose +13.61% and ETH rose +11.35%.
Crypto market dynamics: DeFi categories mostly gained, led by Lending and RWA.
ETF flows: U.S. spot BTC ETFs saw net inflow of $2 billion; U.S. spot ETH ETFs saw net inflow of $356 million.
Market attention: Lending, RWA, liquid staking, memes, and oracles led category market-cap gains over the 30-day period.

Read the full report

Economic Calendar

Check out the latest Market Pulse

Thank you for reading

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Best regards,
Research & Insights Team