WHAT'S THE WAY FORWARD FOR BITCOIN?
PUMPING OR DUMPING SOON ? FIND OUT HERE:
As of January 27, 2026, Bitcoin ($BTC ) is trading around $87,700 - $88,600 (With a live price of $88,300 at the time of writing) showing signs of consolidation after recent volatility. The cryptocurrency has been under pressure from macroeconomic factors, geopolitical tensions (such as U.S.-Iran issues), and market rotations away from risk assets. This has led to a choppy trading environment, with BTC struggling to reclaim higher levels like $90,000 while defending key supports. Short-Term Price Movement (1-30 D
Software stocks are a mass exodus:
Software stocks as % of total US hedge fund net exposure is down to 4.5%, the lowest on record.
This percentage has declined -12 points since the mid-2023 peak.
Over the same period, semiconductor and semiconductor equipment stock net exposure has surged +7 percentage points, to a record 8%.
Furthermore, cumulative net buying of semiconductor stocks by hedge funds is up to +35% of the total industry's January 2025 market value.
At the same time, cumulative net selling of software stocks fell to -8%.
Hedge funds are ditching software for chip stocks at a record pace.