Wintermute says Washington tailwind for AI stocks gone after Democrats sweep Congress; bitcoin gives back $81k run to $73.5k weekend low

Wintermute's latest report says the Washington tailwind for AI stocks is gone after Democrats swept both chambers of Congress last week. The S&P 500 fell 4.4% Thursday, bitcoin gave back its $81k run to a weekend low of $73.5k, and spot BTC ETFs saw $1.28B in net outflows last week, erasing all 2026 inflows. Wintermute says rallies are just position adjustments, not new money, until ETF flows turn positive.

Detected & updated continuously · Source: Nebula