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Paradoxically, in an age of technological democratization elsewhere (DeFi, Robinhood, fractional investin etc.)... the actual center of value creation in the economy has become more gated than ever in private markets
Paradoxically, in an age of technological democratization elsewhere (DeFi, Robinhood, fractional investin etc.)...
the actual center of value creation in the economy has become more gated than ever in private markets
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USTechFundFlows
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#USTechFundFlows US tech funds are experiencing a mixed bag of flows. Investors withdrew $2.34 billion from the technology sector, while industrials and metals & mining saw inflows of $2.11 billion and $1.44 billion, respectively. This tech selloff is partly driven by concerns over AI disruption, as seen in Anthropic's launch of a legal plug-in for its generative AI chatbot. On the other hand, the broader US equity market saw $5.58 billion in inflows, with large-cap funds attracting $1.1 billion. Bond funds continue to shine, with $11.11 billion in inflows, indicating investor caution ¹. The fintech sector is expected to rebound in 2026, driven by AI-native tools, stablecoins, and agentic payments. Venture funding is also predicted to increase, with a focus on AI-related companies and pre-IPO firms ².
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