Updated
Updated · CoinDesk · Jun 3
Prediction Markets See 66% Odds Bitcoin Falls Below $55,000 as ETF Outflows Hit $3.4 Billion
Updated
Updated · CoinDesk · Jun 3

Prediction Markets See 66% Odds Bitcoin Falls Below $55,000 as ETF Outflows Hit $3.4 Billion

3 articles · Updated · CoinDesk · Jun 3

Summary

  • Kalshi and Polymarket traders now price about a 66%-67% chance that bitcoin drops below $55,000 this year, with roughly 50% odds of sub-$50,000 and a 31% chance of under $40,000.
  • $3.4 billion has flowed out of U.S.-listed bitcoin ETFs since May—$2.4 billion last month and another $1 billion in June's first two trading days—signaling weakening institutional demand as bitcoin slid toward $65,000.
  • AI stocks are also pulling investor attention away from bitcoin, with K33 Research saying many see the opportunity cost of holding BTC as too high while AI-linked equities keep posting outsized gains.
  • Gold has strengthened bitcoin's relative underperformance case: Polymarket gives BTC only a 30% chance of beating gold in 2026, after gold rose 33% over the past year while bitcoin fell about 37%.
  • Stablecoins such as USDT and USDC are still gaining share during the selloff, suggesting capital is staying inside crypto and waiting in cash-like tokens rather than exiting the sector outright.

Insights

As investors chase AI stocks, could AI-powered crypto protocols become the real winner of the Bitcoin selloff?
If only 3% of traders drive outcomes, are prediction markets truly reflecting the wisdom of the crowd?