According to The Kobeissi Letter, the US bond market's value has dropped to just 68% of the US stock market's value, marking the lowest ratio since the 1970s. This significant shift, with stocks outpacing bonds and the ratio halving in the past 14 years, signals a major capital rotation towards equities. For crypto investors, this trend suggests that traditional risk-off assets like bonds are losing appeal, potentially increasing investor appetite for alternative assets such as Bitcoin and Ethereum. The reduced bond market dominance may drive more institutional and retail investors toward cryptocurrencies, seeking higher returns amid declining bond yields (Source: The Kobeissi Letter, Twitter, June 10, 2025).

According to The Kobeissi Letter, the market value of the US bond market has dropped to just 68% of the stock market’s value, marking the lowest ratio since the 1970s and a halving of the share in 14 years as equities outpace bonds (Source: The Kobeissi Letter, June 10, 2025). For crypto traders, this structural capital shift signals increased risk appetite and could drive more liquidity into digital assets as traditional safe havens lose appeal. The historic outperformance of stocks over bonds may further encourage institutional rebalancing toward high-growth sectors, including cryptocurrencies, increasing market volatility and trading opportunities.