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.