According to @KobeissiLetter, retail investors are purchasing US tech stocks at an unprecedented pace, with record inflows into the Software ETF ($IGV) reaching $176 million over the past month. This represents more than double the previous peak in late 2024 and a twelvefold increase from early 2026, signaling heightened retail investor interest in the technology sector.

According to André Dragosch, Bitcoin (BTC) consistently functions as a 'Risk On' or 'Risk Off' asset, reflecting broader market sentiment. Dragosch highlights an interesting correlation, noting that BTC has closely mirrored the performance of the Software ETF for over five years. This reinforces Bitcoin's evolving role in traditional financial markets and could offer traders a framework for analyzing its behavior alongside tech-driven equities.