$450 billion evaporated from US equities at the open. Tech and AI names getting hammered across the board.
This isn't just a sector rotation — it's a liquidity event. When big money exits growth and momentum plays this fast, crypto doesn't get a free pass. We're all trading the same macro liquidity pool.
Risk-off flows hit everything with a beta above 1. $BTC and alts usually follow with a lag, sometimes amplified. If you're holding leveraged positions or illiquid altcoins, you're about to feel it.
Watch funding rates, open interest, and stablecoin inflows. If those flip negative while equities keep bleeding, we're looking at a deeper flush before any relief bounce.
This isn't just a sector rotation — it's a liquidity event. When big money exits growth and momentum plays this fast, crypto doesn't get a free pass. We're all trading the same macro liquidity pool.
Risk-off flows hit everything with a beta above 1. $BTC and alts usually follow with a lag, sometimes amplified. If you're holding leveraged positions or illiquid altcoins, you're about to feel it.
Watch funding rates, open interest, and stablecoin inflows. If those flip negative while equities keep bleeding, we're looking at a deeper flush before any relief bounce.
