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VanEck Semis ETF falls 11% and capital shifts to software and bitcoin, James Van Straten notes

VanEck Semis ETF falls 11% and capital shifts to software and bitcoin, James Van Straten notes
Capital shifts from ETFs to bitcoin

James Van Straten highlights shifting trends in speculative capital, observing that the VanEck Semis ETF has dropped 11% from its all-time highs while the Roundhill Memory ETF is down 25%.

He notes that capital is currently rotating back into software, metals, and bitcoin for the time being.

Van Straten previously noted that gold posted its worst quarter in 13 years as the S&P 500 reached a six-year high and bitcoin declined for three consecutive quarters. He also suggested that SpaceX could follow the early gains and subsequent declines seen in recent IPOs such as Circle and CoreWeave. These past observations come as capital moves between sectors and asset classes.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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