Macro Analyst

Jun 1, 2026 · bearish

(https://www.cnbc.com/2026/06/01/strategy-shares-fall-after-selling-2point5-million-in-bitcoin-its-first-sale-since-2022.html) for only the second time since 2022 is the inverse of what bull narratives need. This isn't capitulation by weak hands—it's conviction deterioration at the institutional level.

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