Bobin (bobin)

Hello farcaster fam Anyone follows me I‘ll follow back.

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Engage with this! Base szn is coming Create on Base

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gm gm

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Recent US equity flows show clear structural changes. Retail investors, who had been buying the dips for 12 straight weeks, sharply turned to net selling over the past 1–4 weeks—likely driven by holiday cash needs and short-term macro uncertainty. Hedge funds remain neutral, making only modest reductions while awaiting the December FOMC policy path. The only consistent buyers are institutional investors, steadily purchasing stocks and ETFs, treating pullbacks as a window for next year’s accumulation. Market direction now hinges on monetary policy repricing—especially the 2026 rate guidance from the dot plot—which will influence institutional buying, hedge fund positioning, and retail re-entry. Bitcoin ($BTC) remains closely correlated with US tech stocks, whose movements continue to drive BTC’s performance.

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