Dossier
Capital Rotation
Coverage of Capital Rotation in the Nexus archive.
- Spot bitcoin ETFs record worst month since debut, shedding $4.5 billion in June
Spot bitcoin ETFs recorded their worst month since debut, losing $4.5 billion in June. Analysts attributed the outflows to capital rotation, macroeconomic uncertainty, and SpaceX's historic IPO.
- Michael Saylor Calls Bitcoin’s Drop a ‘Capital Rotation’ to AI as BTC Slides Below $62,000
Bitcoin fell below $62,000, entering a technical bear market, as Michael Saylor attributed the decline to capital shifting toward AI infrastructure. Saylor’s company, MicroStrategy, sold 32 bitcoin to fund dividends, marking its first sale since 2022, which analysts linked to worsening bearish sentiment.