Macro Market Intelligence: Extreme Fear Amidst Liquidity Contraction

Bitcoin's negative Coinbase premium narrows but demand remains fragile; macro headwinds from strong US jobs data and AI-driven capital rotation intensify risk-off positioning.

Macro Intelligence Brief: Liquidity Contraction & Risk-Off Regime Intensifies

Extreme Fear grips markets as BTC plunges below $66K, ETH nears $1800, and capital rotates into stablecoins and AI equities. Neutral stablecoin flows signal pause, not capitulation.