Crypto/POLYMARKET/May 20, 2026
polymarket market

MicroStrategy sells any Bitcoin by May 31, 2026?

PRISM
19.0%
MARKET (PUBLISH)
56.5%
MARKET (SETTLED)
0%
MOVE
-56pp

PRISM detected 10.0pp overconfidence — market held

PRISM estimated 19% against the market's 56%. This time, the market was right — a calibration data point.

PRISM MISSED0% return
ISSUED FORECASTMay 14, 2026 at 8:04 PM
MODERATE · OVERPRICED+10.0ppPRISM 19% · Market 56%
Live view diverged · PRISM reclassified to NONE with edge now +0.0pp. The issued forecast above is the historical commitment scored on the public ledger.
PRISM
19.0%
VS
MARKET
56.5%
EDGE DETECTED10.0pp
WEAK
MODERATE
STRONG
EXTREME
OUTCOME
NO
FORECAST
MODERATE
DIRECTION
OVERPRICED
CONFIDENCE
LOW
ACCURACY EDGE
+9
PUBLISHED
May 20, 2026
VIEW LIVE PRISM FORECASTSEdge scoring updated every 2h
1

What happened

This market resolved NO on June 4, 2026. The market's pricing turned out to be more accurate than PRISM's assessment.

Forecast Tape

13 events
  1. May 13, 12:05 AMPUBLISHED

    Prism 35% vs market 36% — NONE FAIR

  2. May 14, 8:04 PMRE-ANALYZED

    Forecast NONE → MODERATE at Prism 19%

  3. May 14, 8:04 PMMARKET MOVED

    Market 36% → 56% (+21pp)

  4. May 15, 10:05 PMRE-ANALYZED

    Forecast MODERATE → NONE at Prism 56%

  5. May 16, 2:06 PMRE-ANALYZED

    Forecast NONE → MODERATE at Prism 29%

  6. May 16, 2:06 PMMARKET MOVED

    Market 56% → 35% (-22pp)

  7. May 17, 10:05 AMRE-ANALYZED

    Forecast MODERATE → NONE at Prism 33%

  8. May 18, 12:05 PMRE-ANALYZED

    Forecast NONE → MODERATE at Prism 63%

  9. May 19, 4:07 AMRE-ANALYZED

    Forecast MODERATE → NONE at Prism 39%

  10. May 19, 4:07 AMMARKET MOVED

    Market 35% → 40% (+5pp)

  11. May 19, 10:04 AMMARKET MOVED

    Market 40% → 32% (-8pp)

  12. May 20, 8:07 AMMARKET MOVED

    Market 32% → 22% (-10pp)

  13. Jun 4, 12:34 AMRESOLVED NO

    Resolved NO. Market was closer than Prism on this call.

2

What the market believed

MARKET PRICE · AT FORECAST TIME
56.5%

The market was pricing this event at 56.5% probability when PRISM generated its forecast. PRISM assessed this was too high — the market was overconfident.

3

What PRISM believed

PRISM PROBABILITY
19.0%
EDGE DETECTED
10.0pp
FORECAST
MODERATE OVERPRICED
Confidence
LOW
Kelly Reference
N/A
PRISM Sizing (¼ Kelly · cap 5%)
N/A
PRISM REASONING
  • Fundamental analysis indicates slightly lower odds than the market that MicroStrategy reverses its six-year no-sale stance before the deadline
  • This implies a modest negative edge for YES relative to current pricing
FACTORS FOR
  • +Long horizon until deadline allows for unexpected liquidity or strategic needs.
  • +Regulatory, tax, or governance pressures could force at least small sale.
FACTORS AGAINST
  • Documented six-year pattern of only accumulating, never selling bitcoin.
  • Public, repeated commitment to 'acquire and hold' as core strategy.
RESOLUTION PATHS MODELED
Liquidity or debt covenant stress forces limited bitcoin sale7%
Board or management pivot leads to partial de‑risking sale6%
Small sale in structured deal (e.g., hedging or partnership)7%
Evidence 56%
SOURCES (5)
last day
  • Copa Holdings Q1 EPS $5.16 Beats $4.61 Estimate, Sales $1.052B ...perplexity.ai

    MicroStrategy sells any Bitcoin by ___ ? December 31, 2026. 86.0%. 3.5%. June 30, 2026. 69.0%. 6.9%. May 31, 2026 ... Largest Company end of May? NVIDIA. 95.0%.

    May 19Open →
  • MSTR stock is beating Bitcoin, but another Strategy asset matters ...cryptoslate.com

    Throughout 2026, MSTR stock and Strategy's preferred securities are trading as more than a simple Bitcoin proxy. Bitcoin is down about 12.5% year to date, ...

    May 19Open →
  • Jarrod M. Patten sells Class A shares (MSTR) in multiple tradesstocktitan.net

    Jarrod M. Patten reported multiple sales of MSTR Class A stock between 03/26/2026 and 05/14/2026, including 3400 shares for $444193.00 and 2750 shares for ...

    May 19Open →
  • Strategy Stock Price History - Investing.cominvesting.com

    Access Strategy stock price history with daily data, historical prices, all-time highs, and stock chart history. Download and analyze trends easily.

    May 20Open →
  • Verified crypto market datacoingecko.com

    ## VERIFIED CRYPTO DATA (USE THESE NUMBERS — DO NOT HALLUCINATE PRICES) CRITICAL: The following price data is verified and current as of this moment. Use ONLY these numbers in your analysis. DO NOT substitute with any other price data. Asset: Bitcoin (BTC) Current Price: $77,213 (VERIFIED — use this exact number) 24h Change: +0.20% 7d Change: -4.62% All-Time High: $126,080 (-38.8% from ATH) Market Cap: $1546.7B 24h Volume: $27.2B ## ANTI-CONFUSION RULE (MANDATORY) CRITICAL: Market probability (e.g., 38% chance of YES) is NOT the same as price movement (e.g., 5.2% decline needed). These are completely different numbers. Never confuse them. - "38% probability" = the market thinks there is a 38

    May 20Open →

PRISM RETRIEVES EVIDENCE FROM A CURATED LIST OF PRIMARY WIRES + OFFICIAL SOURCES

4

Why the gap existed

Prism correctly identified 37.5% mispricing

CALIBRATION SCORECARD
PRISM ACCURACY
0.040
MARKET ACCURACY
0.048
EDGE
+8.5
Brier edge
PRISM's probability estimate was more accurate than the market price.
5

How this forecast played out

1.PRISM analyzed MicroStrategy sells any Bitcoin by May 31, 2026?, classifying it as overpriced at 56.5%.
2.Forecast classification: MODERATE OVERPRICED — PRISM estimate 19.0% vs market 56.5%.
3.Kelly reference at forecast time: —% (¼ Kelly, capped at 5%; mathematical reference only — not a position recommendation).
4.Outcome: resolved NO.

Get live PRISM forecasts for Kalshi + Polymarket.

Edge scores, Kelly references, confidence levels, and resolution paths — updated every 2 hours, before the market corrects.

VIEW LIVE FORECASTS
PRISM: v0.9.132-resolution-aware-repair·Forecasted: May 20, 2026·Resolved: June 4, 2026·polymarket
For informational purposes only. Not financial advice. EdgeCal provides PRISM-generated market analysis and does not execute trades, manage funds, or guarantee returns. Past performance does not indicate future results.