Strategy's first disclosed bitcoin sale has ignited a $15 million resolution war on Polymarket, with bettors split over a deceptively simple question: did the sale happen in May or June? The company's 8-K filing, submitted June 1, reported 32 BTC sold between May 26 and May 31 — but no public disclosure existed before the deadline passed.
'Yes' holders argue the onchain timestamps and the 8-K's own language — which presents activity "as of May 31, 2026, 4:00 p.m. Eastern Time" — prove the sale cleared in time. 'No' holders counter that without public information before June 1, the May 31 contract should not resolve in their favor. The contract currently sits at 81% Yes and is flagged "in review."
UMA's optimistic oracle, Polymarket's dispute-resolution mechanism, will issue the final call after a roughly two-day review window. Meanwhile, the June 30 and December 31 contracts have already priced to 99.9% Yes since the disclosure. Combined, the three contested timeframes have drawn $24.7 million in volume, with the May 31 market alone accounting for $14.65 million.
CoinDesk