Tokens, Tech, Turnover, & 'TINA Is Over'; These Are The Charts Goldman Traders Are Watching Closest

This chart-pack (full report available here for pro subs) from Goldman Sachs trader, Johannes Duttenhoefer, highlights a market defined by concentration, the end of easy equity dominance, AI infrastructure constraints, and sharp shifts in positioning.

Across multiple desks and regions, the firm is focused on the following: