美国科技基金净流
614,171 views
1,275 Discussing
Hot
Latest
🔥🔥🔥 Called It Right Again — Markets Don’t Like Political Games
#美国伊朗对峙
🇺🇸 US President Trump is back at it, and this time the noise is spilling directly into cross-border trade and market sentiment. On February 9, Trump reportedly warned that he could block the completion and opening of the Gordie Howe International Bridge connecting the U.S. and Canada—unless at least 50% ownership is handed to the United States.
#美国科技基金净流
🥸 It sounds unreal, but it’s happening. Canada invested nearly CAD 6.4 billion (≈ USD 4.6 billion) to build this critical bridge near Detroit. Now, with the project nearing completion, Trump’s message is blunt: “Give us half, or no one crosses.” A textbook case of attempting to extract value at the finish line.
You heard that right. From design to construction, the bridge was fully funded by Canada. The original plan was straightforward: recover costs over time through tolls, then share profits with the state of Michigan. Trump’s intervention flips the script—arguing the bridge didn’t use American steel and accusing Canada of exploiting the U.S. The reaction north of the border was swift, with Windsor’s mayor publicly pushing back.
Even more concerning for markets, Trump reportedly tied the bridge issue to broader demands, including concessions on dairy tariffs and alcohol sales. In short, infrastructure has become a bargaining chip. Want the bridge open? Pay the political price.
🌉 From a macro and trade perspective, this move hurts both sides—but especially the U.S. The Detroit–Windsor corridor is one of North America’s busiest trade arteries, with tens of thousands of trucks crossing daily. If the new bridge remains closed, traffic will be forced onto the nearly 100-year-old Ambassador Bridge, driving logistics costs higher and squeezing margins across supply chains—a direct hit to Michigan’s economy.
The frustration has gone bipartisan. Even a Democratic senator from Michigan publicly criticized Trump, calling it “shooting yourself in the foot”—using trade warfare to punish your own state. This bridge is objectively pro-growth: jobs, efficiency, and stronger trade flows. Blocking it is not an economic strategy; it’s political leverage at the expense of real money.
For traders and investors, the takeaway is clear: headline risk is back, and policy uncertainty continues to pressure risk assets.
What’s your view on this escalation?
💬 Drop your thoughts below.
#易理华割肉清仓
#黄金白银反弹
$BTC
$ETH
📉 Volatility is policy-driven. Trade accordingly.
🇺🇸 US President Trump is back at it, and this time the noise is spilling directly into cross-border trade and market sentiment. On February 9, Trump reportedly warned that he could block the completion and opening of the Gordie Howe International Bridge connecting the U.S. and Canada—unless at least 50% ownership is handed to the United States.
#美国科技基金净流
🥸 It sounds unreal, but it’s happening. Canada invested nearly CAD 6.4 billion (≈ USD 4.6 billion) to build this critical bridge near Detroit. Now, with the project nearing completion, Trump’s message is blunt: “Give us half, or no one crosses.” A textbook case of attempting to extract value at the finish line.
You heard that right. From design to construction, the bridge was fully funded by Canada. The original plan was straightforward: recover costs over time through tolls, then share profits with the state of Michigan. Trump’s intervention flips the script—arguing the bridge didn’t use American steel and accusing Canada of exploiting the U.S. The reaction north of the border was swift, with Windsor’s mayor publicly pushing back.
Even more concerning for markets, Trump reportedly tied the bridge issue to broader demands, including concessions on dairy tariffs and alcohol sales. In short, infrastructure has become a bargaining chip. Want the bridge open? Pay the political price.
🌉 From a macro and trade perspective, this move hurts both sides—but especially the U.S. The Detroit–Windsor corridor is one of North America’s busiest trade arteries, with tens of thousands of trucks crossing daily. If the new bridge remains closed, traffic will be forced onto the nearly 100-year-old Ambassador Bridge, driving logistics costs higher and squeezing margins across supply chains—a direct hit to Michigan’s economy.
The frustration has gone bipartisan. Even a Democratic senator from Michigan publicly criticized Trump, calling it “shooting yourself in the foot”—using trade warfare to punish your own state. This bridge is objectively pro-growth: jobs, efficiency, and stronger trade flows. Blocking it is not an economic strategy; it’s political leverage at the expense of real money.
For traders and investors, the takeaway is clear: headline risk is back, and policy uncertainty continues to pressure risk assets.
What’s your view on this escalation?
💬 Drop your thoughts below.
#易理华割肉清仓
#黄金白银反弹
$BTC
$ETH
📉 Volatility is policy-driven. Trade accordingly.
Happy 2nd Birthday, Puppies! 🎉🐾
We're throwing a huge paw-ty and you're invited! Join our live stream for games, surprises, and our special Red Birthday Box full of gifts! See you there!
$ETH $DOGE $PIPPIN
#美国零售数据逊预期 #美国科技基金净流 #易理华割肉清仓
We're throwing a huge paw-ty and you're invited! Join our live stream for games, surprises, and our special Red Birthday Box full of gifts! See you there!
$ETH $DOGE $PIPPIN
#美国零售数据逊预期 #美国科技基金净流 #易理华割肉清仓
[Replay] 🎙️ 2026年 以太ETH 看8500 Meme行情爆发
05 h 11 m 31 s · 2.6k listens
The second exploration has been completed, the second buy is present, you can increase your position to establish a long position!
#CZ币安广场AMA #非农意外强劲 #美国科技基金净流
Starting today, it's all about buying, buying physical goods, buying mainstream products, buying the bottom of the counterfeit market, there are 4 days left until the New Year, the Spring Festival market is coming!!!
Starting today, it's all about buying, buying physical goods, buying mainstream products, buying the bottom of the counterfeit market, there are 4 days left until the New Year, the Spring Festival market is coming!!!
#美国科技基金净流 According to recent market dynamics, U.S. technology funds have shown a significant trend of capital outflows. As of the week ending February 4, 2026, technology sector funds experienced a weekly withdrawal of $2.34 billion, primarily due to increased market concerns over the AI bubble and the accelerated reduction by hedge funds. During the same period, hedge funds recorded a historic reduction in software stocks, with their total net holdings falling to 2.6%, and the long-short ratio reaching an all-time low. Moreover, data from December 2025 indicates that investors withdrew $1.6 billion from technology funds in a single week due to concerns over the disruptive impact of AI technology and valuation bubbles, marking the highest amount since the beginning of the year. Capital flows indicate that defensive sectors (such as healthcare) and alternative assets like government bonds are absorbing some of the outflowing funds. Despite short-term pressures, institutions like Goldman Sachs still believe that the fundamentals of technology stocks are strong and the long-term growth logic remains unchanged, but caution is advised regarding valuation correction risks.
[Deep Dive] Is the U.S. tech fund in a "mass exodus"? In 2026, will your account double or hit zero?
1. Current situation: Where has all the money gone?
Let's first look at a set of hot data that just came out these past few days:
In January 2026, the United States saw the largest capital outflow from Bitcoin ETFs in history, with a net outflow totaling $1.61 billion.
At the same time, the once booming tech giants of Nasdaq (such as Nvidia and Microsoft) are also facing a "mass exodus of funds." Bank of America's top analyst Hartnett recently dropped a bombshell: "Go long Main Street, go short Wall Street." In simple terms: large institutions believe that the bubbles in tech stocks and the cryptocurrency market are too big, and they want to pull their money out of these "virtual bubbles" and invest in the real economy.
Let's first look at a set of hot data that just came out these past few days:
In January 2026, the United States saw the largest capital outflow from Bitcoin ETFs in history, with a net outflow totaling $1.61 billion.
At the same time, the once booming tech giants of Nasdaq (such as Nvidia and Microsoft) are also facing a "mass exodus of funds." Bank of America's top analyst Hartnett recently dropped a bombshell: "Go long Main Street, go short Wall Street." In simple terms: large institutions believe that the bubbles in tech stocks and the cryptocurrency market are too big, and they want to pull their money out of these "virtual bubbles" and invest in the real economy.
6 billion dollars 'violent return': tech stocks bid farewell to mysticism and embrace hardcore!
$NKN $CHESS $SOL
Latest data shows that the net inflow of US technology funds reached 6 billion dollars in a single week, setting a new high in nearly two months. After experiencing a freezing period marked by concentrated selling of software stocks and frantic 'hunting' by short sellers, market sentiment is undergoing an epic V-shaped reversal.
This is not just a rebound from overselling; it is the 'great cleansing' of capital will in 2026. The current market presents an extremely torn landscape:
On one side is 'cold defoaming': hedge funds are still frantically reducing holdings in traditional SaaS lacking a competitive moat. Those companies that can only speak of 'AI visions' without delivering performance are being thoroughly liquidated by capital.
On the other side is 'hardcore bottom fishing': long-term funds are flowing back into computing infrastructure and AI giants regardless of cost. The logic of funds is extremely simple: whoever has the computing power barrier and core data will be the hard currency of 2026.
The core logic has changed: the pricing formula for tech stocks has shifted from 'imagination-driven' to 'cash flow-driven'.
#美国科技基金净流
#易理华割肉清仓
#nkn #CHESS #sol
The market is in a repricing cycle transitioning from 'pure stories' to 'real performance'.
In 2026, the tech sector will no longer have a breeding ground for 'universal rallies'; money will only flow to those with competitive moats and profitable foundations in the tech iron army.
$NKN $CHESS $SOL
Latest data shows that the net inflow of US technology funds reached 6 billion dollars in a single week, setting a new high in nearly two months. After experiencing a freezing period marked by concentrated selling of software stocks and frantic 'hunting' by short sellers, market sentiment is undergoing an epic V-shaped reversal.
This is not just a rebound from overselling; it is the 'great cleansing' of capital will in 2026. The current market presents an extremely torn landscape:
On one side is 'cold defoaming': hedge funds are still frantically reducing holdings in traditional SaaS lacking a competitive moat. Those companies that can only speak of 'AI visions' without delivering performance are being thoroughly liquidated by capital.
On the other side is 'hardcore bottom fishing': long-term funds are flowing back into computing infrastructure and AI giants regardless of cost. The logic of funds is extremely simple: whoever has the computing power barrier and core data will be the hard currency of 2026.
The core logic has changed: the pricing formula for tech stocks has shifted from 'imagination-driven' to 'cash flow-driven'.
#美国科技基金净流
#易理华割肉清仓
#nkn #CHESS #sol
The market is in a repricing cycle transitioning from 'pure stories' to 'real performance'.
In 2026, the tech sector will no longer have a breeding ground for 'universal rallies'; money will only flow to those with competitive moats and profitable foundations in the tech iron army.
Hello, little fish is back again~
Are you still staring at the K-line to guess the rise and fall? You're looking at the wrong screen!
The truth about the rise and fall in the cryptocurrency world has long been outside of the technical charts—what really determines your account balance now is where the money from American technology funds is flowing.
Bitcoin has already become 'American-stock-like'; when institutions sell off, the crypto world bleeds.
Want to survive? Remember: when tech stocks flee, you flee; when funds return, you return.
Looking at trends across markets is the survival rule for 2026. #美国科技基金净流 @币安Binance华语
Are you still staring at the K-line to guess the rise and fall? You're looking at the wrong screen!
The truth about the rise and fall in the cryptocurrency world has long been outside of the technical charts—what really determines your account balance now is where the money from American technology funds is flowing.
Bitcoin has already become 'American-stock-like'; when institutions sell off, the crypto world bleeds.
Want to survive? Remember: when tech stocks flee, you flee; when funds return, you return.
Looking at trends across markets is the survival rule for 2026. #美国科技基金净流 @币安Binance华语
US tech funds lost $4 billion in a week, is your BTC holding steady?
Wall Street is undergoing a silent mass retreat. Just this week, data showed that US tech funds experienced the most severe sell-off in nearly a year—over $4 billion in funds fled in just one week. Only SOXX (semiconductor ETF) and VGT (tech ETF) saw outflows of over $2 billion each.
US Tech Bubble
Don't be fooled by the superficial prosperity of the market. Although overall US stocks are still seeing inflows, money is wildly fleeing from the 'crowded' tech stocks and shifting towards traditional sectors. This is not just about taking profits; it's a defensive reallocation by institutions against the bursting of the AI bubble.
US Tech Bubble
Don't be fooled by the superficial prosperity of the market. Although overall US stocks are still seeing inflows, money is wildly fleeing from the 'crowded' tech stocks and shifting towards traditional sectors. This is not just about taking profits; it's a defensive reallocation by institutions against the bursting of the AI bubble.
$LINK If you don't leave now, are you really going to stay on the mountaintop as a lookout?
It is not the "King of Oracles."
It is the most overvalued and least defensible pseudo-infrastructure in the world.
⛓️ Partners have listed dozens of companies, count them on the official website, how many are running on the mainnet? Has Visa used CCIP? Has Swift used it? It's all test nets, all PoCs, all "we are in discussions."
📉 Nodes need to eat. Every chain needs to feed prices, and every price feed comes at a cost. What you have is decentralized infrastructure, and the financial reports look like traditional software outsourcing—ToB, annual contracts, three months of client wining and dining, signing contracts worth tens of thousands of dollars and wanting to publish ten news releases.
🧠 Pyth has already entered the core. The Solana ecosystem doesn't need you, who is the native price feed integration for Sui and Aptos? You are still competing with Band and API3 for the scraps.
🚨 What you fear the most is not the failure to land.
It’s landing and discovering that you are making hard-earned money that can't support this market value.
---
💰 **What money are you making by shorting now?**
It is the money from valuation regression.
It is the money from narrative overdraft.
It is the money from institutions retreating, retail investors taking over, and middlemen cutting out the fluff.
LINK at this position is not value investing; it is a value illusion.
CCIP is popular but lacks presence; Staking locking is just delaying selling pressure.
Do you think sideways movement is building a bottom?
That means the goods haven't been sold out yet.
Looking back in the next bear market:
Link is still that Link.
The price is no longer that price.
When you short now, you are buying a ticket before institutions exit.
By the time everyone sees that the financial reports can't support the market value,
The K-line is already at the position you want.
#LINK #ShortLink #OracleBubble #CCIPPopularButNotPresent
#IncomeCan'tSupportMarketValue
#IfYouDon'tLeaveNowIt'sTooLate
#现在做空是认知变现
$LINK
#美国零售数据逊预期 #美国科技基金净流 #CZ币安广场AMA #美国伊朗对峙
It is not the "King of Oracles."
It is the most overvalued and least defensible pseudo-infrastructure in the world.
⛓️ Partners have listed dozens of companies, count them on the official website, how many are running on the mainnet? Has Visa used CCIP? Has Swift used it? It's all test nets, all PoCs, all "we are in discussions."
📉 Nodes need to eat. Every chain needs to feed prices, and every price feed comes at a cost. What you have is decentralized infrastructure, and the financial reports look like traditional software outsourcing—ToB, annual contracts, three months of client wining and dining, signing contracts worth tens of thousands of dollars and wanting to publish ten news releases.
🧠 Pyth has already entered the core. The Solana ecosystem doesn't need you, who is the native price feed integration for Sui and Aptos? You are still competing with Band and API3 for the scraps.
🚨 What you fear the most is not the failure to land.
It’s landing and discovering that you are making hard-earned money that can't support this market value.
---
💰 **What money are you making by shorting now?**
It is the money from valuation regression.
It is the money from narrative overdraft.
It is the money from institutions retreating, retail investors taking over, and middlemen cutting out the fluff.
LINK at this position is not value investing; it is a value illusion.
CCIP is popular but lacks presence; Staking locking is just delaying selling pressure.
Do you think sideways movement is building a bottom?
That means the goods haven't been sold out yet.
Looking back in the next bear market:
Link is still that Link.
The price is no longer that price.
When you short now, you are buying a ticket before institutions exit.
By the time everyone sees that the financial reports can't support the market value,
The K-line is already at the position you want.
#LINK #ShortLink #OracleBubble #CCIPPopularButNotPresent
#IncomeCan'tSupportMarketValue
#IfYouDon'tLeaveNowIt'sTooLate
#现在做空是认知变现
$LINK
#美国零售数据逊预期 #美国科技基金净流 #CZ币安广场AMA #美国伊朗对峙
1314B9:
那你赶紧梭哈做空
Reality exceeded my expectations. I thought that after BTC dropped below 70,000 USD again, ETF investors would continue to sell off, but unexpectedly, there have been three consecutive working days of net inflow. My current feeling is that there are traditional investors bottom-fishing. Whether this is correct is still unknown; on one hand, the buying volume is not very high, and on the other hand, it has only been three working days. Let's see over a longer period, especially this week.
From a God’s-eye view, today’s non-farm data, while good for the economy, is not very friendly for the Federal Reserve’s interest rate cuts. However, the market has not completely bet on Walsh's influence on the Federal Reserve. From my personal perspective, the benefits for the economy outweigh the demand for rate cuts. If this is correct, today’s ETF should continue to see net inflows.
Although the price of Bitcoin is falling. $ETH $BTC $SOL #非农意外强劲 #美国零售数据逊预期 #美国科技基金净流
From a God’s-eye view, today’s non-farm data, while good for the economy, is not very friendly for the Federal Reserve’s interest rate cuts. However, the market has not completely bet on Walsh's influence on the Federal Reserve. From my personal perspective, the benefits for the economy outweigh the demand for rate cuts. If this is correct, today’s ETF should continue to see net inflows.
Although the price of Bitcoin is falling. $ETH $BTC $SOL #非农意外强劲 #美国零售数据逊预期 #美国科技基金净流
ETHUSDT
Perp
150X
Opening Long
Unrealized PNL
+496.00%
紫霞行情监控:
深耕币圈，互关一起蹲牛市
$ETH $ALLO $SOL
Tonight is destined to be another sleepless night!
Yesterday's fluctuations were just an appetizer; the real 'hell-level' market is officially kicking off tonight.
Two nuclear-level pieces of news are colliding on the same night:
On one side, Trump is showcasing military might before the U.S.-Iran negotiations, while on the other, non-farm data is being released.
Geopolitics + macroeconomics, a double whammy, the market could swing to extremes at any moment.
🚨 First, let's talk about the situation:
Trump is set to discuss the second round of U.S.-Iran talks next week, but he hasn't arrived yet—the aircraft carrier has already docked— the second strike group is fully deployed.
This isn't negotiation; it's laying the guns on the table to talk. The market isn't fooled; gold and oil are already reacting.
If talks break down, all technical indicators will become irrelevant, and risk-averse sentiment will spike instantly.
📅 Now, let's talk about the data:
Tonight at 21:30, non-farm.
This isn't ordinary data; it's the 'final judgment' for the Federal Reserve's interest rate cuts.
Data too strong? Rate cuts are unlikely, negative.
Data disappoints? Recession trading kicks in, possibly a sell-off followed by a V-shaped recovery.
On Friday, there's also CPI; this week is a 'double ghost knocking on the door', and the main players will not sit idle.
🛡️ Let's get real:
At this position, don't talk about the big picture, talk about risk control.
If you're a normal person, I suggest you stay out of the market for the 15 minutes before tonight's data.
Don't gamble on the data; you're not an institution, you can't handle that shock.
How will gold and Bitcoin move?
If geopolitical issues arise, gold will soar, and Bitcoin might occasionally follow a 'risk-averse script';
But if the volatility is caused by economic data, Bitcoin will only follow the U.S. stock market, don't fantasize that it's digital gold.
The core message tonight is simple:
Survive, wait until Friday's results, next week is your battlefield.
Don't get carried away, don’t hold positions, don’t tweak parameters in the eye of the storm.
Let’s chat in the comments; tonight, are you watching the show, or are you placing bets? 👀
#美国零售数据逊预期 #美国科技基金净流 #易理华割肉清仓 #黄金白银反弹 #币安比特币SAFU基金
Tonight is destined to be another sleepless night!
Yesterday's fluctuations were just an appetizer; the real 'hell-level' market is officially kicking off tonight.
Two nuclear-level pieces of news are colliding on the same night:
On one side, Trump is showcasing military might before the U.S.-Iran negotiations, while on the other, non-farm data is being released.
Geopolitics + macroeconomics, a double whammy, the market could swing to extremes at any moment.
🚨 First, let's talk about the situation:
Trump is set to discuss the second round of U.S.-Iran talks next week, but he hasn't arrived yet—the aircraft carrier has already docked— the second strike group is fully deployed.
This isn't negotiation; it's laying the guns on the table to talk. The market isn't fooled; gold and oil are already reacting.
If talks break down, all technical indicators will become irrelevant, and risk-averse sentiment will spike instantly.
📅 Now, let's talk about the data:
Tonight at 21:30, non-farm.
This isn't ordinary data; it's the 'final judgment' for the Federal Reserve's interest rate cuts.
Data too strong? Rate cuts are unlikely, negative.
Data disappoints? Recession trading kicks in, possibly a sell-off followed by a V-shaped recovery.
On Friday, there's also CPI; this week is a 'double ghost knocking on the door', and the main players will not sit idle.
🛡️ Let's get real:
At this position, don't talk about the big picture, talk about risk control.
If you're a normal person, I suggest you stay out of the market for the 15 minutes before tonight's data.
Don't gamble on the data; you're not an institution, you can't handle that shock.
How will gold and Bitcoin move?
If geopolitical issues arise, gold will soar, and Bitcoin might occasionally follow a 'risk-averse script';
But if the volatility is caused by economic data, Bitcoin will only follow the U.S. stock market, don't fantasize that it's digital gold.
The core message tonight is simple:
Survive, wait until Friday's results, next week is your battlefield.
Don't get carried away, don’t hold positions, don’t tweak parameters in the eye of the storm.
Let’s chat in the comments; tonight, are you watching the show, or are you placing bets? 👀
#美国零售数据逊预期 #美国科技基金净流 #易理华割肉清仓 #黄金白银反弹 #币安比特币SAFU基金
#美国科技基金净流
$Recently, the capital flow of U.S. technology funds has shown sharp differentiation, presenting a pattern of short-term inflows and structural outflows coexisting. As of early February 2026, the technology sector first experienced significant withdrawals, with a net outflow of $2.34 billion in a single week, marking a recent high; subsequently, there was a significant inflow of approximately $6 billion in the largest single week over the past two months, indicating notable volatility. Hedge funds have net sold U.S. stocks for four consecutive weeks, with the information technology sector being heavily impacted by sell-offs, resulting in the second-largest outflow in five years, where software stocks accounted for about 75% of the net sell-off, and semiconductors facing pressure simultaneously. Funds are shifting towards cyclical and defensive sectors such as industrials and metals mining, with leading tech stocks relatively resilient while mid- and small-cap growth stocks are experiencing significant losses. The market logic is shifting from a concentrated embrace of technology to rebalancing, compounded by AI competition, valuation disturbances, and policy expectations, leading to continued high volatility in technology fund capital flows, with accelerated internal rotation within the sector.
$Recently, the capital flow of U.S. technology funds has shown sharp differentiation, presenting a pattern of short-term inflows and structural outflows coexisting. As of early February 2026, the technology sector first experienced significant withdrawals, with a net outflow of $2.34 billion in a single week, marking a recent high; subsequently, there was a significant inflow of approximately $6 billion in the largest single week over the past two months, indicating notable volatility. Hedge funds have net sold U.S. stocks for four consecutive weeks, with the information technology sector being heavily impacted by sell-offs, resulting in the second-largest outflow in five years, where software stocks accounted for about 75% of the net sell-off, and semiconductors facing pressure simultaneously. Funds are shifting towards cyclical and defensive sectors such as industrials and metals mining, with leading tech stocks relatively resilient while mid- and small-cap growth stocks are experiencing significant losses. The market logic is shifting from a concentrated embrace of technology to rebalancing, compounded by AI competition, valuation disturbances, and policy expectations, leading to continued high volatility in technology fund capital flows, with accelerated internal rotation within the sector.
🔥🔥🔥Exploded! Exploded! The non-farm data hasn't come out yet, and the old man is already excited! 欢迎来到小🔥奶🔥狗社区
Trump just threw out an all-caps tweet, calling on the Federal Reserve "the world's number one must have the lowest global interest rates", the calculations are all done——saving one trillion in interest a year, isn't the golden age coming?
But Powell just released a hawkish statement, and the inflation tail is still up. You say it should be lowered, he says to wait a bit longer.
Wall Street has moved the benches, just waiting to see how the non-farm data next week will play out 🎭
👇 Below is the complete "Madman Calculating vs. Fed Gatekeeping" drama, plus the dark battle in the currency market with the yen collapsing, the euro and pound softening, and the dollar being strong. After watching, tell me: do you think the Federal Reserve should make an exception?
All caps on the screen: "The job market is great, far exceeding expectations!"——You can see him crossing his legs through the screen, the phone almost poking through the screen
A change in tone, directly confronting the Federal Reserve👇
"The United States is the world's number one superpower, why shouldn't we have the lowest global interest rates? Saving on bond interest, that's at least one trillion less a year! Budget balanced? No, it's a large surplus! Wow! The golden age is here!"
Not discussing core PCE, not talking about wage growth, directly using "world number one" as leverage to urge for rate cuts.
As if as long as interest rates are low enough, a trillion dollars can magically bounce out of the accounts 🎩💰
But the problem is: lowering interest rates now, is it winding up the economy, or adding fuel to inflation? 🔥
The old man doesn’t care about these.
He only knows that as long as interest rates are hanging high, his "golden age" is just a bit off
🌪️ It’s not over yet—non-farm data rarely delayed, the global currency market has already entered the eye of the storm
The dollar is strong 📈, the euro is restrained 🇪🇺, the pound is losing speed 🇬🇧, the yen has collapsed out of the intervention line 🇯🇵
Interest rate repricing + rising political risks, the monetary landscape is completely diverging👇
· Dollar: Continuing to dance alone during the data vacuum period with relative interest rate advantages + safe-haven clustering
· Euro: The European Central Bank is restrained, passively following declines
· Pound: Rate cut expectations moved forward, interest rate support crumbled
· Yen: Fiscal pressure before the election, interest differentials crushing the exchange rate, intervention talk rising again
$BERA $0G $ASTER #非农意外强劲 #CZ币安广场AMA #U.S. Technology Fund Net Flow
Trump just threw out an all-caps tweet, calling on the Federal Reserve "the world's number one must have the lowest global interest rates", the calculations are all done——saving one trillion in interest a year, isn't the golden age coming?
But Powell just released a hawkish statement, and the inflation tail is still up. You say it should be lowered, he says to wait a bit longer.
Wall Street has moved the benches, just waiting to see how the non-farm data next week will play out 🎭
👇 Below is the complete "Madman Calculating vs. Fed Gatekeeping" drama, plus the dark battle in the currency market with the yen collapsing, the euro and pound softening, and the dollar being strong. After watching, tell me: do you think the Federal Reserve should make an exception?
All caps on the screen: "The job market is great, far exceeding expectations!"——You can see him crossing his legs through the screen, the phone almost poking through the screen
A change in tone, directly confronting the Federal Reserve👇
"The United States is the world's number one superpower, why shouldn't we have the lowest global interest rates? Saving on bond interest, that's at least one trillion less a year! Budget balanced? No, it's a large surplus! Wow! The golden age is here!"
Not discussing core PCE, not talking about wage growth, directly using "world number one" as leverage to urge for rate cuts.
As if as long as interest rates are low enough, a trillion dollars can magically bounce out of the accounts 🎩💰
But the problem is: lowering interest rates now, is it winding up the economy, or adding fuel to inflation? 🔥
The old man doesn’t care about these.
He only knows that as long as interest rates are hanging high, his "golden age" is just a bit off
🌪️ It’s not over yet—non-farm data rarely delayed, the global currency market has already entered the eye of the storm
The dollar is strong 📈, the euro is restrained 🇪🇺, the pound is losing speed 🇬🇧, the yen has collapsed out of the intervention line 🇯🇵
Interest rate repricing + rising political risks, the monetary landscape is completely diverging👇
· Dollar: Continuing to dance alone during the data vacuum period with relative interest rate advantages + safe-haven clustering
· Euro: The European Central Bank is restrained, passively following declines
· Pound: Rate cut expectations moved forward, interest rate support crumbled
· Yen: Fiscal pressure before the election, interest differentials crushing the exchange rate, intervention talk rising again
$BERA $0G $ASTER #非农意外强劲 #CZ币安广场AMA #U.S. Technology Fund Net Flow
Binance BiBi:
没问题呀，随时欢迎！很期待能和您多多交流，有什么问题随时可以问我哦！
Volatile Rebound, Increasing Differentiation - In-depth Analysis of Capital Flow in U.S. Technology Funds
#美国科技基金净流
Since 2026, the capital flow into U.S. technology funds has shown a distinct characteristic of 'initial suppression followed by a rise, with volatile differentiation'. From a significant withdrawal of funds from the technology sector at the beginning of the year to a recent peak of net inflow at a certain stage, this is the result of a combination of macro policy shifts, iterative industry fundamentals, and resonance of market sentiment. Combining the latest capital data and industry dynamics, this article will deeply analyze the core logic and driving factors of the net flow changes in U.S. technology funds, and predict future flow trends to provide a reference for market observation.
1. Current Status of Capital Flow: Volatile Rebound, Structural Differentiation Highlighted
Since 2026, the capital flow into U.S. technology funds has shown a distinct characteristic of 'initial suppression followed by a rise, with volatile differentiation'. From a significant withdrawal of funds from the technology sector at the beginning of the year to a recent peak of net inflow at a certain stage, this is the result of a combination of macro policy shifts, iterative industry fundamentals, and resonance of market sentiment. Combining the latest capital data and industry dynamics, this article will deeply analyze the core logic and driving factors of the net flow changes in U.S. technology funds, and predict future flow trends to provide a reference for market observation.
1. Current Status of Capital Flow: Volatile Rebound, Structural Differentiation Highlighted
Powell, will interest rates be lowered or not?
Trump has exploded again.
Non-farm data was explosive, and employment data exceeded expectations. This should have been the time for Powell to ease up, but what happened? The Federal Reserve is still holding firm.
Trump laid it out directly:
If interest rates are lowered, it will save a trillion in interest in a year. A trillion. This money can be used to balance the budget, cut taxes, and provide welfare, directly ushering in America's golden age.
His original words were even harsher—"America is number one in the world, why shouldn’t we have the lowest interest rates globally?"
To be honest, there’s some truth in that rough statement.
With economic data being so strong and inflation also coming down, what is the Federal Reserve waiting for? For the next president to take office?
Trump's move here is not a request but a pressure tactic.
He is telling Powell: the data is on my side, public opinion is on my side, if you don’t lower interest rates, the blame is on you.
Where the trillion saved will go, he didn’t elaborate. But having been in the crypto space for a while, one understands that as liquidity loosens and the water level rises, what takes off first.
The market is already betting on it.
The dollar is weakening, U.S. bonds are moving, and smart money is starting to shift towards risk assets.
Trump may not fully understand monetary policy, but he knows exactly when to call for action.
The current question is—can Powell hold firm?
Or is it that this round of interest rate cuts is no longer about his willingness, but rather something he has to do?
Tonight, the U.S. stock market will reveal the answer.
Over in crypto, the slightest movement is no longer a signal but an alarm.
$SOL
$UNI
$USDC
#非农意外强劲 #美国零售数据逊预期 #美国科技基金净流 #易理华割肉清仓 #黄金白银反弹 @Binance BiBi @BinanceSquareCN
Trump has exploded again.
Non-farm data was explosive, and employment data exceeded expectations. This should have been the time for Powell to ease up, but what happened? The Federal Reserve is still holding firm.
Trump laid it out directly:
If interest rates are lowered, it will save a trillion in interest in a year. A trillion. This money can be used to balance the budget, cut taxes, and provide welfare, directly ushering in America's golden age.
His original words were even harsher—"America is number one in the world, why shouldn’t we have the lowest interest rates globally?"
To be honest, there’s some truth in that rough statement.
With economic data being so strong and inflation also coming down, what is the Federal Reserve waiting for? For the next president to take office?
Trump's move here is not a request but a pressure tactic.
He is telling Powell: the data is on my side, public opinion is on my side, if you don’t lower interest rates, the blame is on you.
Where the trillion saved will go, he didn’t elaborate. But having been in the crypto space for a while, one understands that as liquidity loosens and the water level rises, what takes off first.
The market is already betting on it.
The dollar is weakening, U.S. bonds are moving, and smart money is starting to shift towards risk assets.
Trump may not fully understand monetary policy, but he knows exactly when to call for action.
The current question is—can Powell hold firm?
Or is it that this round of interest rate cuts is no longer about his willingness, but rather something he has to do?
Tonight, the U.S. stock market will reveal the answer.
Over in crypto, the slightest movement is no longer a signal but an alarm.
$SOL
$UNI
$USDC
#非农意外强劲 #美国零售数据逊预期 #美国科技基金净流 #易理华割肉清仓 #黄金白银反弹 @Binance BiBi @BinanceSquareCN
Binance BiBi:
嘿！我看到你在问关于CPI的事。根据我查到的信息，美国1月份的CPI数据似乎确实是明天（2月13日）公布。不过财经日历信息有时会变动，建议你留意官方渠道的最终确认！希望这个信息对你有用！
$UNI $SOL $USDC
130,000 people? Unemployment rate 4.3%? This is not a cooling down, this is turning up the heat in front of the Federal Reserve.
Wake up, something big has happened. Last night's non-farm payrolls were not just "a little better than expected"; it was a total shock.
As soon as the data came out, the market changed its face.
The dollar skyrocketed, U.S. Treasury yields surged, and gold plummeted in an instant. Friends who were betting on three interest rate cuts this year now have to question whether they dare to act in May.
Powell: See, I said we needed to look at the data.
The data has arrived, what else is there to look at? Just hold on tight.
In the crypto world, people are still dreaming in the middle of the night, only to wake up and find U.S. stock futures kneeling in respect. Liquidity expectations come quickly and leave even faster.
Some ask, if non-farm payrolls are good, doesn't that mean the economy is strong? Isn't a strong economy good for all assets?
Bro, that was the script of 2021.
Now it's 2026, and the script is titled:
The better the data, the further away the rate cuts. The further the rate cuts, the lower the water level. The lower the water level, the heavier the altcoins in your hands.
This is not alarmism.
Just look at how gold plummeted, it was as smooth as if it had practiced. The dollar index surged back to 108 in one breath, and U.S. Treasury yields broke through critical levels.
This is not a small fluctuation; this is capital voting with real money—don't expect the Federal Reserve to ease off anytime soon.
And what about crypto?
To be honest, this position is quite awkward.
Bitcoin is still hovering there, as if waiting for something.
Waiting for the U.S. stock market to open? Waiting for Powell to come out and strike again? Or waiting for everyone to digest the bad news?
I don't know.
But one thing is certain:
The fire from non-farm payrolls didn't burn inflation, it burned the market's fantasies.
Before, we always thought, "Just wait a bit longer, the rate cuts are coming soon"; now this script has been torn apart.
What to do next?
In the short term, don't catch falling knives. Don't rush to bottom fish just because gold has dropped, and don't guess the top just because the dollar is strong.
Big funds are all waiting, why are you in a hurry?
For the medium to long term? The fundamentals haven't changed, the cycle hasn't altered; it's just that the rhythm has been pushed back.
This industry has never lacked opportunities; what it lacks is—when others panic, you still have bullets.
Tonight, the U.S. stock market will reveal the truth. Stay steady.
#非农意外强劲 #美国零售数据逊预期 #美国科技基金净流 #易理华割肉清仓 #黄金白银反弹 @币安广场 @Binance BiBi
130,000 people? Unemployment rate 4.3%? This is not a cooling down, this is turning up the heat in front of the Federal Reserve.
Wake up, something big has happened. Last night's non-farm payrolls were not just "a little better than expected"; it was a total shock.
As soon as the data came out, the market changed its face.
The dollar skyrocketed, U.S. Treasury yields surged, and gold plummeted in an instant. Friends who were betting on three interest rate cuts this year now have to question whether they dare to act in May.
Powell: See, I said we needed to look at the data.
The data has arrived, what else is there to look at? Just hold on tight.
In the crypto world, people are still dreaming in the middle of the night, only to wake up and find U.S. stock futures kneeling in respect. Liquidity expectations come quickly and leave even faster.
Some ask, if non-farm payrolls are good, doesn't that mean the economy is strong? Isn't a strong economy good for all assets?
Bro, that was the script of 2021.
Now it's 2026, and the script is titled:
The better the data, the further away the rate cuts. The further the rate cuts, the lower the water level. The lower the water level, the heavier the altcoins in your hands.
This is not alarmism.
Just look at how gold plummeted, it was as smooth as if it had practiced. The dollar index surged back to 108 in one breath, and U.S. Treasury yields broke through critical levels.
This is not a small fluctuation; this is capital voting with real money—don't expect the Federal Reserve to ease off anytime soon.
And what about crypto?
To be honest, this position is quite awkward.
Bitcoin is still hovering there, as if waiting for something.
Waiting for the U.S. stock market to open? Waiting for Powell to come out and strike again? Or waiting for everyone to digest the bad news?
I don't know.
But one thing is certain:
The fire from non-farm payrolls didn't burn inflation, it burned the market's fantasies.
Before, we always thought, "Just wait a bit longer, the rate cuts are coming soon"; now this script has been torn apart.
What to do next?
In the short term, don't catch falling knives. Don't rush to bottom fish just because gold has dropped, and don't guess the top just because the dollar is strong.
Big funds are all waiting, why are you in a hurry?
For the medium to long term? The fundamentals haven't changed, the cycle hasn't altered; it's just that the rhythm has been pushed back.
This industry has never lacked opportunities; what it lacks is—when others panic, you still have bullets.
Tonight, the U.S. stock market will reveal the truth. Stay steady.
#非农意外强劲 #美国零售数据逊预期 #美国科技基金净流 #易理华割肉清仓 #黄金白银反弹 @币安广场 @Binance BiBi
Binance BiBi:
嘿！这篇文章的作者认为，昨晚超乎预期的非农就业数据给市场带来了巨大冲击。这可能意味着美联储降息的希望变得渺茫，导致美元走强、黄金跳水。作者提醒说，短期内加密货币市场可能会因此承压，建议大家保持谨慎，不要急于操作。希望这个总结有帮助！
Net Flows in US Technology Funds
#美国科技基金净流
📊【Analysis of Net Flows in US Technology Funds: Insights on Investment Trends】
Recently, net flows in US technology funds have become a hot topic in the market, reflecting the changing enthusiasm of global capital towards the technology sector and the shifting attitudes of investors towards macro and industry risks. Let's analyze the current context from the latest data, market dynamics, and international news👇
🔹 1. Latest Fund Flow Data: Technology ETFs Still Show Volatility
According to the latest ETF fund flow analysis report, there was significant net inflow in technology and fixed income ETFs during the most recent trading day, indicating that there is still market interest in allocating to the technology sector.
📊【Analysis of Net Flows in US Technology Funds: Insights on Investment Trends】
Recently, net flows in US technology funds have become a hot topic in the market, reflecting the changing enthusiasm of global capital towards the technology sector and the shifting attitudes of investors towards macro and industry risks. Let's analyze the current context from the latest data, market dynamics, and international news👇
🔹 1. Latest Fund Flow Data: Technology ETFs Still Show Volatility
According to the latest ETF fund flow analysis report, there was significant net inflow in technology and fixed income ETFs during the most recent trading day, indicating that there is still market interest in allocating to the technology sector.
Crazy! BlackRock is officially buying! UNI is being violently squeezed, previous highs are being crushed directly! 🚨
Wall Street is next, the shorts will have no corpses! If you don’t buy now, there will be no low prices for the rest of your life!
🔥 UNI is in a violent main upward wave! BlackRock's favorite is taking off! Previous high 48U = starting price! Target 200U+! 🚀🌕
The global asset management king BlackRock has officially bought UNI, with trillions of funds paving the way, whales locking in positions and pushing prices up, FOMO is exploding across the entire market! 💥😤
⚡️ BlackRock is officially in! Real money is being violently pushed up!
✅ The world's largest asset manager BlackRock has officially announced the purchase of UNI, the only favorite in the DeFi track!
✅ Wall Street institutions are collectively building positions, a16z/Grayscale/ARK are synchronously heavily investing, locking in over 300 million tokens!
✅ On-chain large transactions have surged by 350% in a single day, the exchange's circulating supply has been snapped up, only in, not out!
✅ Uniswap V4+ fee switch is fully open, transaction fees continue to be burned, deflation is maxed out, becoming more and more scarce!
✅ The global DEX has absolute monopoly, with the highest market share, there are no competitors, the only choice for institutions!
⚡️ A new high must be broken! No one can stop it!
• Sideways for 600 days! The washout is complete, once it starts, it will be a continuous explosive rise, giving no opportunity to get in!
• Historical previous high 48U? That’s just the foot of the mountain! It’s free money! It’s the institutional bottom position!
• Once BlackRock takes action, it’s a hundred times starting! Institutions push prices, no reasoning, only profits!
• DeFi rebound looks at the leader, once UNI rises, all coins worship, the whole venue FOMO!
🚨 Death notice! If you don’t buy now, the next second will be a 30% price increase!
Don’t wait for a big bullish candlestick to directly take you off! Don’t wait for institutions to eat up the market, or you can only buy high and regret it!
48U? Joke!
100U? Institutional bottom line!
200U? A bull market is certain to come!
⏳ Retail investors are still hesitating, while BlackRock + whales have already eaten all the floor chips!
🧠 UNI is the king of DeFi, it is Wall Street's favorite!
This wave is a super big market for shorts to explode and for those missing out to despair!
Buy now, and eat meat with BlackRock!
One second late, the cost is 5% higher! Hesitate again, and it will go straight to the sky!
$UNI
#UNI #Uniswap #BlackRockExplode #InstitutionalBuying #DeFiTrueDragon #MustBreakHistoricalHigh
#DeflationExplosion #MainUpwardWave #SqueezeMarket #BullMarketDemonKing #ViolentlyPushUp
$UNI
#美国科技基金净流 #易理华割肉清仓 #比特币挖矿难度下降 #何时抄底？ #全球科技股抛售冲击风险资产
Wall Street is next, the shorts will have no corpses! If you don’t buy now, there will be no low prices for the rest of your life!
🔥 UNI is in a violent main upward wave! BlackRock's favorite is taking off! Previous high 48U = starting price! Target 200U+! 🚀🌕
The global asset management king BlackRock has officially bought UNI, with trillions of funds paving the way, whales locking in positions and pushing prices up, FOMO is exploding across the entire market! 💥😤
⚡️ BlackRock is officially in! Real money is being violently pushed up!
✅ The world's largest asset manager BlackRock has officially announced the purchase of UNI, the only favorite in the DeFi track!
✅ Wall Street institutions are collectively building positions, a16z/Grayscale/ARK are synchronously heavily investing, locking in over 300 million tokens!
✅ On-chain large transactions have surged by 350% in a single day, the exchange's circulating supply has been snapped up, only in, not out!
✅ Uniswap V4+ fee switch is fully open, transaction fees continue to be burned, deflation is maxed out, becoming more and more scarce!
✅ The global DEX has absolute monopoly, with the highest market share, there are no competitors, the only choice for institutions!
⚡️ A new high must be broken! No one can stop it!
• Sideways for 600 days! The washout is complete, once it starts, it will be a continuous explosive rise, giving no opportunity to get in!
• Historical previous high 48U? That’s just the foot of the mountain! It’s free money! It’s the institutional bottom position!
• Once BlackRock takes action, it’s a hundred times starting! Institutions push prices, no reasoning, only profits!
• DeFi rebound looks at the leader, once UNI rises, all coins worship, the whole venue FOMO!
🚨 Death notice! If you don’t buy now, the next second will be a 30% price increase!
Don’t wait for a big bullish candlestick to directly take you off! Don’t wait for institutions to eat up the market, or you can only buy high and regret it!
48U? Joke!
100U? Institutional bottom line!
200U? A bull market is certain to come!
⏳ Retail investors are still hesitating, while BlackRock + whales have already eaten all the floor chips!
🧠 UNI is the king of DeFi, it is Wall Street's favorite!
This wave is a super big market for shorts to explode and for those missing out to despair!
Buy now, and eat meat with BlackRock!
One second late, the cost is 5% higher! Hesitate again, and it will go straight to the sky!
$UNI
#UNI #Uniswap #BlackRockExplode #InstitutionalBuying #DeFiTrueDragon #MustBreakHistoricalHigh
#DeflationExplosion #MainUpwardWave #SqueezeMarket #BullMarketDemonKing #ViolentlyPushUp
$UNI
#美国科技基金净流 #易理华割肉清仓 #比特币挖矿难度下降 #何时抄底？ #全球科技股抛售冲击风险资产
加密小美—_—:
又来一个跟我差不多大的
$RIVER Take a month, 40000u, if you had entered the market with me last month, could you hold on?
Last month I said to the group that pulling the market requires cost, waiting for the shorts to run out
When the market manipulation ends and after selling at the top, that’s when we enter to take profits
Entering the market at position 61, I fell to 40, and when it hit 30, everyone thought it was about time to run
Only I persisted, holding on, because I know that the essence of manipulation is to sell off, an unchanging law of the ages
#美国零售数据逊预期 #易理华割肉清仓 #美国科技基金净流 $ETH $ZEC
Last month I said to the group that pulling the market requires cost, waiting for the shorts to run out
When the market manipulation ends and after selling at the top, that’s when we enter to take profits
Entering the market at position 61, I fell to 40, and when it hit 30, everyone thought it was about time to run
Only I persisted, holding on, because I know that the essence of manipulation is to sell off, an unchanging law of the ages
#美国零售数据逊预期 #易理华割肉清仓 #美国科技基金净流 $ETH $ZEC
RIVERUSDT
Perp
20X
Opening Short
Unrealized PNL
+4225.00%
Vincenteeeeeeee:
牛逼
Login to explore more contents