CME Launches 24/7 Bitcoin Futures Trading; Pantera Capital Sees Undervalued Opportunity

Bitcoin: CME Launches 24/7 Trading from May 29

As of May 29, investors can trade Bitcoin futures around the clock, as the CME Group has transitioned its crypto derivatives to a 24/7 trading model. This change eliminates the weekend gap that previously influenced Monday prices, providing institutional investors with continuous access to regulated futures trading.

The CME reported a nominal volume of approximately $3 trillion for its crypto products in 2025. Trading on the Globex platform is now uninterrupted, with Bitcoin, Ether, XRP, and Solana futures available for trading at all hours.

“The CME has made a significant move by enabling continuous trading, which is expected to enhance market efficiency,” said a market analyst.

In related news, MicroStrategy hinted at further Bitcoin purchases on May 31, currently holding 843,738 BTC. Shareholders will vote on a change to the dividend payment schedule on June 7, shifting from monthly to bi-monthly payments to enhance stability.

In the mining sector, Cango Inc. reported mining 1,266 Bitcoin in Q1 2026 but faced a net loss of $261 million due to non-cash write-downs. The company is launching "EcoHash," an AI infrastructure currently being tested in Georgia, as part of its strategy to adapt to changing market conditions.

Bitcoin is currently priced at $73,458, which is 4.6% lower than the previous week, and 41% below its 52-week high of $124,773. Institutional investors continue to integrate Bitcoin as a treasury asset, despite cooling ETF inflows.

In summary, the CME's 24/7 trading model marks a significant development for Bitcoin futures, while institutional interest remains strong despite recent price fluctuations.

Pantera Capital Sees Bitcoin as Undervalued – AI Coins in Focus

Pantera Capital, a crypto-focused asset manager managing approximately $5.2 billion, has identified Bitcoin as being in a historically rare undervaluation zone. In their latest investor letter, they presented a bullish outlook for Bitcoin, contrasting it with the soaring valuations of AI stocks like Nvidia and Microsoft.

According to Pantera, Bitcoin is currently trading about 42% below its four-year trend, while leading AI companies are trading approximately 50% above their long-term trends. This valuation gap is described as the "largest in history" between crypto and AI stocks.

“Institutional investors are facing a structural problem; they want to benefit from the AI boom but are confronted with valuations that offer little margin of safety,” stated Dan Morehead, founder of Pantera.

Pantera argues that Bitcoin's long-term fundamentals remain unchanged, with a capped supply of 21 million units and a record-high hash rate. The ongoing institutional demand through Bitcoin ETFs further supports their thesis that the current price presents a relative entry window for investors.

Moreover, Pantera emphasizes the convergence of blockchain and artificial intelligence as a significant investment opportunity for the coming decade. They see potential in decentralized networks for AI inference and on-chain identity solutions, which could lead to a new generation of technological platforms.

In conclusion, Pantera Capital's analysis highlights Bitcoin's undervaluation and the potential for significant growth in AI-related cryptocurrencies, suggesting a shift in institutional investment strategies may be on the horizon.

Sources:

• Bitcoin: CME startet 24/7-Handel ab 29. Mai
• Pantera Capital sieht Bitcoin als unterbewertet – AI-Coins im Visier