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Where is global capital flowing next? 🌍
A. AI / Semiconductors
B. Energy & Infrastructure
C. US Equities
D. Em.erging Markets
Vote below 👇
Then tell us why in the comments.
English
FluxFinance
960 posts
FluxFinance
@FluxFinance_
Wealth in Motion | A trading platform crafted for a world without borders. TG: https://t.co/trAGWP2Ae1
Katılım Ocak 2026
66 Takip Edilen11.7K Takipçiler
AI capital concentration is accelerating globally.
Trillions in liquidity continue flowing into a small number of private and public tech assets,while access to those markets remains uneven across systems.
In environments like this,access itself becomes infrastructure.
Alex Mason 👁△@AlexMasonCrypto
🚨 SOMETHING VERY STRANGE IS HAPPENING The stock market keeps pushing to new all-time highs. But nobody is paying attention to what’s actually happening. OpenAI and Anthropic are now worth $2.7T. That’s 7.2% of the entire Nasdaq. Without being public companies. Without proven profits at scale. And investors are still bidding them higher. Numbers don’t lie: - $400B burned per year - $50B in actual revenue Here’s how the bubble feeds itself: - Big players fund each other - Partnerships create paper revenue - Money circulates inside the same system We’ve seen this before. 2000: - Companies with no profits - Massive valuations - Narratives driving everything Then reality hit. Nasdaq collapsed 80%. Now we’re watching the same cycle again. Only this time, it’s private AI companies. Less transparency. Bigger valuations. Same ending. For the record, I’ve predicted all the market tops and bottoms for the last 15 years, including the exact Bitcoin bottom at $16,000 three years ago and the top at $126,000 in October. If you missed those calls, don’t worry. I’ll call the next one too. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.
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FluxFinance retweetledi
Technology stocks are driving historic market gains:
The Information Technology sector has returned +225.7% since the bull market started on October 12th, 2022, leading every other sector.
This is followed by Communication Services, which has surged +212.3% over the same period.
Both sectors have outperformed the S&P 500's gain of +107.0% by more than 100 percentage points.
By comparison, industrials, consumer discretionary, and financials have risen +102.1%, +76.6%, and +70.8%, respectively.
Therefore, just 2 of 11 sectors have outperformed the broader market during the current bull run.
The market cannot thrive without tech.
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Reports: China’s chip exports doubled YoY in April, with AI-linked products driving nearly half of export growth.
Flux’s view: AI is reshaping not just markets, but trade flows. Capital follows where infrastructure is being rebuilt. 🌊🤖
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FluxFinance retweetledi
🚨 STOP AND LOOK AT THIS CHART 🚨
The S&P 500 has run the same cycle for 100 YEARS
25 years bull. 9-12 years bear. Every single time
And everyone is pointing to this chart saying we're still in the bull
I've heard this theory many times. I understand the logic
I just don't think it works this time
Every previous bull was driven by a technology that took decades to price in
AI took 2 years
And what do we have right now?
- Valuations at 100-year extremes
- Smart money exiting
- Distribution signals everywhere
- Insiders selling
- Buffett sitting on record cash
- Burry calling this 1999
The 25-year cycle assumes the catalyst lasts 25 years
This one already burned out
I called the BTC top at 115k
Called the S&P distribution before the drop
Called the Nvidia fractal before anyone was talking about it
Three cycles of experience. Every major move predicted in advance
If you're not following yet - that's on you
FOLLOW + NOTIFS ON!
Kalshi@Kalshi
JUST IN: 50% chance S&P 500 hits 8,000 this year
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FluxFinance retweetledi
🚨 THE GLOBAL DUMPING OF US TREASURIES HAS STARTED.
Turkey just dumped almost all of its US Treasury holdings, selling $13.98 billion in a single month.
In March 2026, Turkey recorded its largest single-month US Treasury selloff ever, cutting its holdings from $16.9 billion to just $1.78 billion. That is an 89% liquidation in 30 days.
To put this in context, Turkey was steadily building its US Treasury position from $3.44 billion in March 2024 all the way to a peak of $20.47 billion. That two year accumulation was gradually sold down over several months before the final $13.98 billion dump wiped out nearly everything in March alone.
Turkey is not alone. China has cut its holdings to an 18 year low, Japan is also selling.
Foreign demand for US government debt is collapsing from every direction simultaneously.
English
Flux isn’t trying to reinvent markets.
The goal is simpler:
▪️Reduce friction.
▪️Improve access.
▪️Let capital move more naturally across the world.
Because the future of finance may not belong to the biggest systems — but to the most fluid ones. 🌊
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FluxFinance retweetledi
🚨Hedge funds are shorting the US stock market at the highest level since 2021.
Short exposure to US equity index and ETF products just hit 13% of total gross exposure.
It is nearly double where it was before COVID and the highest reading in 5 years.
The S&P 500 is near all time highs. Bond yields are at 2007 levels. And Japan's bond market is cracking.
Korean retail investors are borrowing record amounts to chase stocks higher.
Retail is buying and Hedge funds are shorting.
One of them is about to be very wrong.
Chart: @dailychartbook
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Reports: the top 10 US stocks now make up 41% of the S&P 500, while nearly half of every dollar flows into AI-linked names.
Flux's view: capital follows the deepest channels. When liquidity concentrates, access matters more. 🌊
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The world already runs on the US Dollar.
But access to dollar-based markets is still fragmented by geography, banking systems, and outdated rails.
The next layer isn’t creating demand for USD.
It’s making global access to it seamless. 🌐
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Investors are increasingly paying extreme premiums for upside exposure.
That’s less about emotion and more about how aggressively liquidity is concentrating into momentum assets.
Modern markets are becoming increasingly flow-driven.
Global Markets Investor@GlobalMktObserv
⚠️THIS IS ABSOLUTELY INSANE: ~24% of the S&P 500's top 100 stocks now have an inverted 3-month call skew, approaching the 25% peak seen during the 2021 meme stock frenzy. An inverted call skew occurs when out-of-the-money call options are more expensive than at-the-money options. This is signaling that investors are paying an increasing premium to bet on FURTHER UPSIDE in individual stocks. Put simply, bullish bets on US stocks are approaching meme stock era EXTREMES. Historically, readings at this level often preceded sharp reversals. Investors have rarely been this complacent.
English
The index keeps rising, but fewer stocks are participating.
When only a handful of names drive most of the market’s gains, it says less about broad strength — and more about where capital concentration is becoming extreme.
Flow can narrow before it breaks wider.
English
AI is accelerating how information moves.
Markets now react globally, instantly, continuously.
But much of finance still settles on systems built decades ago.
The gap between information speed and capital speed keeps widening. ⚡
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FluxFinance retweetledi
BREAKING: $860 Billion wiped out from precious metals in the last 1 hour.
Gold down -1.82%, wiping out $580 billion.
Silver down -4.38%, wiping out $280 billion.
Both are dropping simultaneously as US bond yields hit multi year highs across every maturity.
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US consumers are falling behind debt at a pace not seen since the aftermath of the 2008 crisis.
Credit card, student, and auto delinquencies are rising sharply — the system is signaling where financial stress is building, long before headlines catch up.
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Capital behaves more like water than people realize.
It naturally moves toward lower friction, deeper liquidity, and stronger opportunity.
The systems that survive are the ones that let flow happen — not resist it. 🌊
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FluxFinance retweetledi
Ignore the noise.
S&P 500 hits 10,000 in 2027.
Nice to know Wall St is finally catching up.
My chart is from a 2020 presentation.
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US yields keep climbing while rate cut expectations collapse.
That combination matters more than headlines.
When long-end rates stop responding to policy expectations, markets begin repricing structural risk — not temporary volatility.
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FluxFinance retweetledi
🚨 Part 2: is this time different?
Semiconductors are now 22% of the S&P 500.
A decade ago they were 3%.
Semis are among the most cyclical businesses in the world. When global tech spending booms, they fly. When it pauses, they crash. Always have.
A 22% weight in what people still call a defensive American index has turned the S&P 500 into something it has never been before: a cyclical bet.
The next downturn will look like a tech correction at first. By the time it ends, it will be the entire index re-rating to what it actually is.
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Global finance wasn’t designed for billions of individuals moving capital across borders.
It was built for institutions, banking hours, and slow-moving systems.
But markets changed faster than the infrastructure beneath them. 🌍
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Reward:
After the poll ends, 10 participants will be randomly selected to receive points (to be distributed to their system accounts once the points system goes live).
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Where is global capital flowing next? 🌍
A. AI / Semiconductors
B. Energy & Infrastructure
C. US Equities
D. Em.erging Markets
Vote below 👇
Then tell us why in the comments.
English