According to The Kobeissi Letter, US households' allocation to stocks declined by 1.3 percentage points in Q1 2025, reaching 43.1%, the lowest since Q1 2024 and marking the largest quarterly drop since the 2022 bear market (source: The Kobeissi Letter, June 19, 2025). This notable shift in equity allocation signals increased risk aversion among retail investors, which could trigger further diversification into alternative assets like cryptocurrencies. Traders should monitor for potential inflows into digital assets such as Bitcoin (BTC) and Ethereum (ETH), as lower stock allocations often correlate with rising interest in crypto markets during periods of equity weakness. The trend may offer short-term trading opportunities in major cryptocurrencies as investors seek alternative growth avenues.