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.
Iran's Strait of Hormuz sovereignty push and record BTC ETF outflows signal a defensive rotation, with capital flows neutral but risk appetite collapsing.
Extreme fear grips crypto markets as Bitcoin demand collapses, stablecoin flows neutralize, and capital rotates into gold. Multi-chain tokenization advances but fails to offset macro headwinds.
Spain's regulatory action against Polymarket and Kalshi, combined with weakening Bitcoin demand and a risk-off sentiment, suggests a cautious institutional stance. Capital flows remain neutral, favoring AI tokens over broader crypto, while Bitcoin faces critical support at $75K-$76K.
