[Bitcoin's weakening](https://www.cnbc.com/2026/06/04/bitcoin-is-weathering-its-ugliest-week-in-months-as-narrative-fades-and-liquidity-rotates/) isn't the signal — it's the symptom. The real story is that dry powder that *should* be rotating into fundamentals is just sitting there. CRWD, INOD, and a handful of other high-conviction names are posting clean earnings and insider buys, but institutional participation is anemic.

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