The index is rotating slowly. Binance equity holders have already moved. And this will help you to understand what's happening in this space and what could be the next big things.
They cut tech hardware from 15.92% to 7.94%. Semiconductors just saw their first net outflow in September, with the money going into software and capital markets.
Chips are still a fat overweight at 42.08%. The shift is in the flow, not a full exit.
Same AI trade. Just a new scoreboard.
đFull report: https://www.binance.com/en/research/analysis/beyond-the-ai-boom-who-is-turning-spend-into-growth/
#Macro Insights# #TradFi #Binance
They cut tech hardware from 15.92% to 7.94%. Semiconductors just saw their first net outflow in September, with the money going into software and capital markets.
Chips are still a fat overweight at 42.08%. The shift is in the flow, not a full exit.
Same AI trade. Just a new scoreboard.
đFull report: https://www.binance.com/en/research/analysis/beyond-the-ai-boom-who-is-turning-spend-into-growth/
#Macro Insights# #TradFi #Binance
