Bitcoin’s 50% slide and 2025 tech stock losses signal rotation toward traditional sectors

On Friday morning, market turbulence pushed the anti-establishment favorite cryptocurrency down to about $60,000, a 50% drop from its October record and 30% lower than in January. In 2025, software shares have fallen 16% while indexes rich in commodities, utilities, industrials, and financials have risen, underscoring a shift in leadership away from tech and speculative digital assets. Analysts note that the same risk-off sentiment weighing on U.S. tech stocks and AI-exposed companies is now driving investors toward more traditional sectors.