Hedge funds are dumping US equities at the fastest pace since Liberation Day (April 2025)
After 3 weeks of net buying, they flipped hard:
• Sold 9 out of 11 sectors
• Tech, industrials, utilities, healthcare, materials — all hit
• 53% of selling = single stocks (not just index)
• ETF selling accelerated
• 6-week short covering rally just ended
Smart money is de-risking fast. This isn't rotation. This is capitulation.
If tradfi whales are running for the exits, where does that leave risk-on assets like crypto? Watch $BTC correlation closely.
After 3 weeks of net buying, they flipped hard:
• Sold 9 out of 11 sectors
• Tech, industrials, utilities, healthcare, materials — all hit
• 53% of selling = single stocks (not just index)
• ETF selling accelerated
• 6-week short covering rally just ended
Smart money is de-risking fast. This isn't rotation. This is capitulation.
If tradfi whales are running for the exits, where does that leave risk-on assets like crypto? Watch $BTC correlation closely.
