ETF bleed hit $650.6M yesterday — biggest single-day dump in a month. 😲
That's not rotation, that's panic. When institutional money pulls that hard, it usually front-runs a flush. Watch the OI stack — if it's still bloated while spot money runs, we're set up for a liquidation cascade.
Don't fight the exit door. Let the leverage unwind, then look for the squeeze back in when funding flips and OI resets light. Right now? Cash is a position.
That's not rotation, that's panic. When institutional money pulls that hard, it usually front-runs a flush. Watch the OI stack — if it's still bloated while spot money runs, we're set up for a liquidation cascade.
Don't fight the exit door. Let the leverage unwind, then look for the squeeze back in when funding flips and OI resets light. Right now? Cash is a position.