US spot Bitcoin ETFs shed a record $4.5 billion in June while the biggest wallets added more than 270,000 BTC. Plus Polymarket’s CLARITY Act odds get cut nearly in half, and SpaceX joins the Nasdaq 100.
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SpaceX closed at $161. Crypto markets called it.
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Macro funds are treating semis, Bitcoin, and SpaceX as one risk basket. The AI selloff that erased $600B from SpaceX hit BTC toward $60K.