Money rotated out of metals this month. Gold gave back $1.97T and silver $269B, while the other 13 assets on the board added $1.32T combined, led by Meta (+$283B), TSMC (+$228B) and Apple (+$200B).

Bitcoin's +8.4% beat every top-10 stock except Meta and TSMC, and lifted it one spot to #11, past Broadcom and Saudi Aramco. Meta made the biggest jump, three places back into the top 10, while Broadcom and Aramco each dropped two.