Investors poured money into tech ETFs at a record pace, with AI and semiconductor plays capturing the lion's share of a historic capital rotation. To put the scale in perspective: tech ETFs captured roughly 69% of all sector inflows during the first half of 2026. What this means for crypto and broader marketsNo cryptocurrencies or digital assets appeared in any of the reporting around this historic tech inflow. For equity investors already in the trade, the 69% sector share that tech ETFs command is a reminder that crowded trades eventually get less crowded. What to watch going forward is whether earnings from major semiconductor and AI infrastructure companies continue to justify the inflow pace.