According to @KobeissiLetter, investors sold $10.0 billion of US equities last week, marking the 6th weekly sale in the last 8 (source: @KobeissiLetter, Nov 6, 2025). US single stocks saw near-record outflows of $10.9 billion, driven by tech posting its largest outflow as a share of sector market cap since July 2023 (source: @KobeissiLetter). Institutional investors led with $7.6 billion in net selling, the 2nd-largest outflow on record and the biggest since September 2015, while retail bought $800 million, their 4th consecutive weekly purchase (source: @KobeissiLetter). For traders, broad institutional de-risking from high-beta tech can pressure correlated risk assets; the IMF has documented that crypto and US equities have become more synchronized since 2020, increasing spillover risk to BTC and ETH during risk-off episodes (source: IMF, Crypto Prices Move More in Sync With Stocks, Jan 2022).

According to Glassnode, the new report with Gemini highlights significant trends such as Bitcoin and Solana's roles in market dynamics, and the impact of ETFs and retail flows on capital allocation and liquidity in the crypto market for 2025. The report provides valuable insights for traders focusing on these assets and market factors (source: @glassnode).