$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.
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$4.4 billion left Bitcoin ETFs in 13 days. Here’s what it means
US spot Bitcoin ETFs lost $4.4 billion over 13 straight sessions from May 15 to June 3, 2026. The fund-level breakdown tells a different story than the headline number.
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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.

