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1. Retail Investor Flow Jumped 60% from 2024 to 2025

Retail Flows Hit Record Highs

Here’s the part that should make Wall Street nervous: retail isn’t just maintaining presence, it’s accelerating. JPMorgan data shows that retail flows in 2025 jumped 60% from 2024 levels and are running 17% higher than the 2021 meme stock peak.

Retail investors are now over 20% of the total U.S. trading volume. Retail has now become a bigger force in the market than institutional long only and hedge funds.

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2. IGV Software ETF -30% from Highs ….Right on 200-Week Moving Average

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3. Worst Performing Software Stocks -Bespoke

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4. History of Consumer Staple Rally vs. Tech

"Due to the AI disruption fear in Service Businesses, Legal tools, Consulting and Advertising -we are seeing rotation into Consumer Staples and Cyclicals that are less threatened by AI" Noted JonesTrading’s Mike O'Rourke.  Yesterday the Defensive sector XLP was up +2%, while tech sector XLK was down -2% - “This only happened in 2000-2001 dot-com bust & January 2025 (before Trump tariffs crash)” noted Twits.

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5. $227 Million Out of Bitcoin ETFS….IBIT Breaks Below April 2025 Levels

WSJ-$227 Million in Net Withdraws from Bitcoin ETFs Ending Jan 28^Th

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6. 44% of Bitcoin Supply is Now Negative Returns

BTC supply in profit. “44% of Bitcoin supply is now underwater.”

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7. Fidelity Launched Dollar Backed Stablecoin in Direct Competition with CRCL…..CRCL -35% Year to Date

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8. Solar ETF +70% 12 Months Despite Trump and Silver Prices

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9. 10-20% of Solar Manufacturing Cost is Silver

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10. More trouble than it’s worth-Seth’s Blog

This is the hallmark of projects that turn out to be worth doing.

The trouble might be a symptom that we’re onto something that others don’t care enough to do.

And the things that are obviously worth doing are probably already being done.

https://seths.blog/

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