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, foreigners currently hold $26 trillion more in US assets than Americans hold overseas, as measured by the net international investment position (NIIP). This significant imbalance signals sustained global confidence in US financial markets (source: The Kobeissi Letter, June 16, 2025). For traders, this influx of foreign capital can drive up demand for US equities and bonds, potentially supporting the US dollar. Historically, robust foreign investment in US assets has also correlated with increased institutional interest in cryptocurrency markets, especially Bitcoin (BTC) and Ethereum (ETH), as investors seek diversified exposure (source: Federal Reserve data). Crypto traders should monitor shifts in NIIP and foreign investment flows, as these macro trends can impact liquidity and price volatility across both traditional and digital asset markets.