According to @KobeissiLetter, US equities have attracted an annualized +$132 billion in foreign net inflows year-to-date, putting 2025 on track for the second-best year in history, compared with a +$163 billion record in 2024 and +$80 billion in 2021 (source: @KobeissiLetter, Nov 19, 2025). According to @KobeissiLetter, this reflects sustained foreign demand for US assets and ongoing appetite for US risk exposure (source: @KobeissiLetter, Nov 19, 2025). According to IMF research, higher post-2020 BTC–S&P 500 correlations make large equity inflow trends a relevant gauge for crypto risk sentiment and positioning in BTC and ETH (source: IMF Staff Blog "Crypto Prices Move More in Sync With Stocks," Jan 2022). According to Kaiko research, equity–crypto correlations can tighten during macro shocks, so traders may monitor whether strong foreign inflows persist alongside broader liquidity conditions as a potential risk-on backdrop for crypto beta (source: Kaiko research on crypto–equity correlations, 2023).

According to @business, global money managers are returning to China after years of aversion, attracted by a world-beating stock rally and the country’s advances in high-tech industries. Source: Bloomberg @business. Bloomberg highlights that a $2.7 trillion market value gain has helped draw fresh inflows into Chinese equities. Source: Bloomberg @business. The source does not mention cryptocurrencies or digital assets. Source: Bloomberg @business.

According to The Kobeissi Letter, Bank of America reports that foreign inflows into US assets are projected to reach $138 billion in 2025, marking the second-largest annual amount on record. Since 2020, overseas investors have invested $547 billion in US assets, driving renewed strength in US equity and bond markets (source: The Kobeissi Letter, June 16, 2025). For crypto traders, this trend signals sustained demand for the US dollar, which may create short-term headwinds for Bitcoin (BTC), Ethereum (ETH), and other cryptocurrencies as capital favors traditional US assets. Traders should monitor shifts in global capital allocation as they can impact crypto market liquidity and volatility.

According to The Kobeissi Letter, foreign investors have injected $1.2 billion into US Treasury funds over the past four weeks, marking the highest net inflow in six months, even after a significant 50-basis point spike in the 10-year note yield during the second week of April (source: The Kobeissi Letter, May 16, 2025). This sustained foreign demand for US Treasuries indicates persistent risk-off sentiment, which could limit capital flows into riskier assets like cryptocurrencies in the short term. Crypto traders should monitor US bond inflows, as continued strength in Treasuries may pressure digital asset prices and lead to increased volatility correlated with global macro trends.