According to @KobeissiLetter, J.P. Morgan estimates the AI boom will drive roughly $1.8 trillion in new bond sales in 2026, signaling a major supply increase that markets must price. According to @KobeissiLetter, Magnificent 7 CapEx is currently running at an annualized pace above $600 billion. According to @KobeissiLetter, this is being framed as the biggest wave of investment in U.S. history. Traders should watch Treasury yields, IG/HY credit spreads, and liquidity-sensitive assets such as BTC and ETH for knock-on effects from the projected issuance and CapEx reported by @KobeissiLetter.

According to Compounding Quality on Twitter, J.P. Morgan's famous remark that 'In bear markets, stocks return to their rightful owners' emphasizes the shift of assets from speculative holders to committed investors during downturns (source: Compounding Quality, Twitter, June 20, 2025). For traders, this historical perspective highlights that bear markets often create price dislocations and accumulation opportunities in both traditional equities and cryptocurrencies. Volatility in BTC, ETH, and other major digital assets during these periods can provide strategic entry points for disciplined investors seeking long-term value.