According to The Kobeissi Letter, Japanese equity funds experienced a historic $11.8 billion in net outflows last week, pushing the 4-week moving average to an all-time high of $4.0 billion due to investor concerns over surging long-term Japanese government bond yields (source: The Kobeissi Letter, June 2, 2025). This significant capital flight is drawing the attention of cryptocurrency traders, as shifting risk sentiment and potential liquidity movements could increase demand for digital assets like Bitcoin and Ethereum. Market participants are closely monitoring whether the ongoing outflows from traditional Japanese equities will fuel increased crypto inflows, making this a key trend for crypto trading strategies.

According to The Kobeissi Letter, US Environmental, Social, and Governance (ESG) funds are experiencing record outflows, with $20 billion withdrawn in 2024. This follows an $18 billion outflow in 2023 and a mere $3 billion inflow in 2022, signaling a significant shift in investor sentiment. These developments underscore potential volatility and reduced investor confidence in ESG-related investments.