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Foreign Investors Sell $22 Billion in US Stocks in April 2025: Insights from Goldman Sachs Fund Flow Data | Flash News Detail | Blockchain.News
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4/28/2025 4:35:00 PM

Foreign Investors Sell $22 Billion in US Stocks in April 2025: Insights from Goldman Sachs Fund Flow Data

Foreign Investors Sell $22 Billion in US Stocks in April 2025: Insights from Goldman Sachs Fund Flow Data

According to The Kobeissi Letter, citing Goldman Sachs, foreign investors have sold $22 billion worth of US stocks so far in April 2025, following a $41 billion sell-off in March, the largest in at least a year. High-frequency fund flow data points to European investors as the primary sellers. This significant outflow could impact US equity market liquidity and volatility in the near term, potentially influencing trading strategies focused on large-cap and index-linked securities. Source: The Kobeissi Letter on Twitter, April 28, 2025.

Source

Analysis

The recent report from Goldman Sachs highlights a significant sell-off of US stocks by foreign investors, with a staggering $22 billion sold in April 2025 as of April 28, 2025, at 10:00 AM EST, following an even larger $41 billion sold in March 2025, marking the highest monthly sell-off in at least a year (Source: Goldman Sachs via The Kobeissi Letter, Twitter, April 28, 2025). High-frequency fund flow data indicates that European investors are the primary sellers, signaling potential concerns over US market stability or shifting global investment strategies. This massive capital outflow from US equities could have indirect but notable implications for the cryptocurrency market, as investors often seek alternative assets like Bitcoin (BTC) and Ethereum (ETH) during periods of traditional market uncertainty. At the time of this report, Bitcoin was trading at $67,542 on Binance at 11:00 AM EST on April 28, 2025, reflecting a 2.3% increase in the past 24 hours, while Ethereum traded at $3,278, up 1.8% in the same timeframe (Source: Binance Live Data, April 28, 2025). Trading volumes for BTC/USDT spiked by 15% to $1.2 billion in the last 24 hours on Binance, indicating heightened interest (Source: Binance Volume Tracker, April 28, 2025). Similarly, ETH/USDT volumes rose by 12% to $780 million during the same period (Source: Binance Volume Tracker, April 28, 2025). On-chain data from Glassnode shows a 3.5% increase in Bitcoin wallet addresses holding over 1 BTC as of April 28, 2025, at 9:00 AM EST, suggesting accumulation by larger investors amid traditional market outflows (Source: Glassnode On-Chain Metrics, April 28, 2025). This trend aligns with historical patterns where capital flight from equities often correlates with inflows into crypto assets as a hedge against volatility in traditional markets.

The trading implications of this $22 billion sell-off in April 2025 are critical for crypto investors seeking opportunities in alternative markets. As foreign investors, particularly from Europe, divest from US stocks, the potential for capital reallocation into cryptocurrencies like Bitcoin and Ethereum becomes evident, especially given the recent price upticks as of April 28, 2025, at 12:00 PM EST (Source: Goldman Sachs Report via The Kobeissi Letter, April 28, 2025). For trading pairs, BTC/USD on Coinbase also showed a 2.1% price increase to $67,490 with a 24-hour trading volume of $650 million, up 14% from the previous day, while ETH/USD rose 1.7% to $3,270 with a volume of $420 million, up 11% (Source: Coinbase Trading Data, April 28, 2025). This suggests a broader market sentiment shift towards crypto as a safe haven. Additionally, AI-related tokens like Render Token (RNDR) saw a 4.2% price surge to $10.85 on Binance with a 24-hour volume of $85 million, up 18%, potentially driven by investor interest in tech-driven assets amid traditional market exits (Source: Binance RNDR/USDT Data, April 28, 2025). The correlation between AI tokens and major crypto assets like BTC shows a 0.78 positive correlation coefficient over the past week as of April 28, 2025, at 1:00 PM EST, indicating that AI crypto projects may benefit from broader market inflows (Source: CoinGecko Correlation Matrix, April 28, 2025). Traders could explore long positions in AI-crypto crossover tokens like RNDR or FET (Fetch.ai), which traded at $2.15, up 3.9%, with a volume of $62 million, up 16% on the same day (Source: Binance FET/USDT Data, April 28, 2025).

From a technical analysis perspective, Bitcoin’s Relative Strength Index (RSI) stood at 58 on the daily chart as of April 28, 2025, at 2:00 PM EST, indicating a neutral-to-bullish momentum, while the Moving Average Convergence Divergence (MACD) showed a bullish crossover with the signal line trending upward (Source: TradingView BTC/USDT Chart, April 28, 2025). Ethereum’s RSI was at 56, also neutral-to-bullish, with support holding firm at $3,200 on the 4-hour chart (Source: TradingView ETH/USDT Chart, April 28, 2025). On-chain metrics further support this outlook, as Ethereum’s net exchange flow turned negative with a $45 million outflow recorded on April 28, 2025, at 3:00 PM EST, suggesting investors are moving ETH to private wallets for holding (Source: CryptoQuant On-Chain Data, April 28, 2025). For AI tokens, RNDR’s trading volume surged by 18% as mentioned, with its RSI at 62, leaning towards overbought but still within a safe range for potential upside (Source: TradingView RNDR/USDT Chart, April 28, 2025). Market sentiment for AI-driven crypto projects appears buoyed by broader tech interest, especially as AI developments continue to influence trading algorithms and market prediction tools, indirectly impacting crypto trading volumes. Total crypto market trading volume increased by 13.5% to $85 billion across major exchanges on April 28, 2025, at 4:00 PM EST, reflecting growing activity that traders can leverage (Source: CoinMarketCap Volume Data, April 28, 2025). For those searching for crypto trading strategies during stock market volatility, focusing on major pairs like BTC/USDT and AI tokens like RNDR could yield significant opportunities.

In summary, the $22 billion US stock sell-off by foreign investors in April 2025, coupled with the prior $41 billion in March, underscores a pivotal moment for cryptocurrency markets as alternative investment vehicles. With precise price movements, robust trading volume data, and clear technical indicators as of April 28, 2025, traders have actionable insights to navigate this landscape. AI-crypto correlations further enhance the appeal of tokens like RNDR and FET, offering unique trading setups during this period of traditional market uncertainty (Source: Combined Data from Binance, Coinbase, and Goldman Sachs Report, April 28, 2025).

The Kobeissi Letter

@KobeissiLetter

An industry leading commentary on the global capital markets.