According to @markets, the US semiconductors ETF, SOXX, recorded approximately $750 million in net outflows in May 2024, marking the largest monthly outflow since February. This trend is significant as overall major US equity ETFs experienced net outflows for only the second time since April 2023. For crypto traders, these outflows suggest a potential risk-off sentiment in traditional equity markets, which may drive increased volatility or risk appetite in digital assets like Bitcoin and Ethereum. Monitoring sector rotation from tech stocks to crypto markets could offer short-term trading opportunities, especially as institutional capital reallocates in response to ETF flows (source: Bloomberg Markets, 2024-06-01).

According to The Kobeissi Letter, the US semiconductors ETF, SOXX, experienced approximately $750 million in net outflows in May 2025, marking the largest withdrawal since February. Additionally, the largest US equity ETFs posted net monthly outflows for only the second time since April 2023. This shift signals growing risk aversion among traditional equity investors, potentially driving capital toward alternative assets like cryptocurrencies. Traders should watch for increased volatility and potential inflows into major digital assets as traditional markets show signs of outflows (source: The Kobeissi Letter, Twitter).