According to The Kobeissi Letter, US technology funds saw approximately $800 million in net inflows last week, marking the seventh consecutive week of positive momentum. The 4-week moving average surged to nearly $2.2 billion, approaching the highest levels seen since mid-2024. Year-to-date, tech funds have amassed $49 billion in inflows, indicating robust investor confidence and ongoing capital rotation into technology sectors. For cryptocurrency traders, this trend highlights a growing risk-on sentiment in broader markets, potentially signaling increased appetite for digital assets as tech stocks and crypto often exhibit correlated inflows during bullish cycles. (Source: The Kobeissi Letter, May 6, 2025)

According to Anthropic (@AnthropicAI), coding is currently the most advanced practical application of AI across industries, making it a critical sector for traders and investors to monitor for early signals of broader economic impact. This trend suggests that the rapid adoption and integration of AI in software development may serve as a leading indicator for how other industries and job markets could evolve with AI technology. Investors should closely watch AI-driven productivity shifts in software development as they could forecast emerging opportunities and risks in related technology sectors (source: AnthropicAI, April 28, 2025).