Macro Market Intelligence Briefing: June 2, 2026
Bitcoin breaks below $70K amid Strategy's first BTC sale since 2022, ETF outflows accelerate, and extreme fear grips sentiment. Capital flows remain neutral, signaling indecision. Tom Lee views the sell-off as classic bottom behavior, yet derivatives warn of further downside. AI tokens decouple, outperforming as DeFi TVL hits 20-month lows.