let me summarize the reasons behind BTC's 6.51% drop on June 2, 2026.



**Summary:** The main trigger for this drop was Strategy's deviation from its "never sell" strategy, selling Bitcoin for the first time in almost four years. This psychological shock, combined with ETF outflows, geopolitical uncertainty, and capital shifting towards AI, created intense selling pressure.

**Detailed Reasons:**

**1. Strategy's First Sale (Main Trigger)**
- Strategy (formerly MicroStrategy), led by Michael Saylor, sold 32 BTC (approximately $2.5 million) for the first time since 2022.
- This meant a break with Saylor's famous "never sell your Bitcoin" strategy.
- Although the amount sold was small, its psychological impact on the market was significant.

**2. **3. Geopolitical Uncertainty**
- BlackRock's IBIT ETF experienced one of its record daily outflows.
- A total of $3.2 billion in outflows occurred from spot Bitcoin ETFs.

**3. Geopolitical Uncertainty**
- Stall in US-Iran ceasefire talks suppressed risk appetite.
- Conflicts in the Middle East boosted Brent oil for three consecutive days.

**4. Capital Shift to AI**
- The AI ​​sector hit a record high with Google's $80 billion capital increase and SpaceX's IPO.
- Capital shifted from crypto to AI; AI tokens like NEAR rose 14.5% while the crypto side declined.

**5. Technical Breakdown**
- BTC fell below the critical $70,000 psychological level (for the first time since April).
- This led to a liquidation wave exceeding $1 billion.
- The price retreated to $65,700; This represents a 48% drop from the peak of $126,000 in October 2025.

**6. Other Factors**
- Mt. Gox transferred $739 million, raising distribution concerns
- DeFi total value locked (TVL) fell to a 20-month low

In short, this was not due to a single reason; it was a perfect selling opportunity arising from a combination of questioning the credibility of institutional "hodlers," ETF outflows, and macroeconomic risks.
#ShareYourUSStocksWinNvidia #GatePartnersWithAlpacaToBridgeCryptoAndStocks #420 #WinGoldBarsWithGrowthPoints
BTC-5.48%
IBIT-2.65%
post-image
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pinned