According to @KobeissiLetter, Warren Buffett's Berkshire Hathaway has announced a record $348 billion in cash holdings as of May 2025, marking a $239 billion increase since 2022 and net selling stocks for ten consecutive quarters (source: The Kobeissi Letter on Twitter). This conservative positioning signals heightened caution towards traditional equity risk, which may drive traders to reconsider portfolio allocations, including potential rotations into alternative assets such as Bitcoin and Ethereum, especially as liquidity shifts could impact risk appetite across markets.