Key Takeaways:
Binance Research says Bitcoin’s 11% Q2 2026 drop tracks capital rotating into AI and energy.Cboe Dispersion Index hit 42, suggesting U.S. stock gains are concentrated in a few sectors.Binance Research says bitcoin often bottoms within 0-20 weeks absent a crypto crisis.A high dispersion reading suggests that market gains are heavily concentrated in a limited number of stocks or sectors. In the current cycle, Binance Research said investors are crowding into artificial intelligence, semiconductors, defense, energy, and commodities.
