📡 Signal Integrity: Month End Flows
Significant rebalancing activity observed. Pension funds are rotating out of Mega Cap Tech into Small Caps and International Equity. The "Great Rotation" trade is back on the table.
Outperforming the Nasdaq by 200bps today. Breadth is improving.
Layer 2 activity hitting new ATHs. Fees dropping post-upgrade.
"A rogue trade bot executed 50,000 orders on 0DTE SPX puts in 4 milliseconds. No news driver. Just noise? or a signal from the future? System purged the bot, but the liquidity shadow remains."