Extreme Fear grips crypto markets as Bitcoin supply in loss hits record high, while regulatory crackdowns and macro uncertainty from PCE data loom. Capital flows remain neutral, suggesting a fragile equilibrium vulnerable to further breakdown.
Macro regime defined by hawkish Fed repricing and AI capex surge, while crypto sentiment hits extreme fear and stablecoin flows remain neutral, signaling capital rotation out of digital assets into AI equities.
Extreme Fear grips markets as Iran deal signed and PCE data looms; stablecoin flows neutral, signaling capital pause. Bitcoin holds $63K but risk assets face structural headwinds from DXY breakout and digital credit selloff.
