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 IPO prices at $135. Crypto is already arguing about $155.
$4.4B left Bitcoin ETFs in 13 days. Meanwhile, $215M in SpaceX pre-IPO perps and $32M in Polymarket volume are building on the same crypto rails. The capital rotation has two directions.