No chapters are available for this episode.
This episode examines the largest Bitcoin spot ETF withdrawal streak on record, totaling four point four billion dollars over thirteen days, alongside Strategy’s first-ever sale of Bitcoin holdings and the shift to negative Coinbase Premium Index readings. The briefing details technical breakdowns in Bitcoin and Ethereum, institutional positioning changes reflected in Commitment of Traders data, and the repricing of Federal Reserve expectations following strong May payroll data and escalating geopolitical tensions. The episode provides operator-level context on how rising Treasury yields, dollar strength, and energy price increases have altered the liquidity environment supporting digital asset prices, while also covering institutional inflows into Hyperliquid ETFs during the broader market selloff.