According to The Kobeissi Letter, individual investors purchased a net $4.1 billion in US stocks on Monday morning between 9:30 AM and 12:30 PM ET, marking the largest single-session buy on record by more than $1 billion, as reported by JPMorgan data. This unprecedented influx of retail capital into equities signals heightened risk appetite and liquidity in traditional markets, which may spill over into the cryptocurrency space as investors seek diversified returns and risk-on opportunities. Traders should closely monitor crypto inflows and volatility, as increased retail participation in equities often correlates with heightened activity and price swings in major digital assets (Source: The Kobeissi Letter, JPMorgan).

According to The Kobeissi Letter, individual retail investors purchased a net $4.1 billion in US stocks on Monday between 9:30 AM and 12:30 PM ET, marking the largest buying spree on record and surpassing the previous high by over $1 billion, as reported by JPMorgan data. This surge in retail activity signals heightened risk appetite and liquidity influx, which historically correlates with increased volatility and upside in crypto markets as cross-asset risk-on sentiment strengthens. Traders should monitor for spillover effects into major cryptocurrencies, especially Bitcoin and Ethereum, as heightened equity flows often precede rotational capital into digital assets. (Source: The Kobeissi Letter, JPMorgan)

According to The Kobeissi Letter, retail investors injected a record $40 billion into US ETFs and single stocks in April 2025, more than double the monthly average for the year and surpassing March’s previous high, as reported by JPMorgan data. This surge in equity inflows signals a renewed appetite for risk-on assets, which may temporarily shift retail capital away from cryptocurrencies and increase short-term volatility in the crypto market as traders rebalance portfolios to capture equity market momentum. Source: The Kobeissi Letter (@KobeissiLetter), JPMorgan.

According to The Kobeissi Letter, retail investors purchased a record $40 billion in US ETFs and single stocks in April 2025, more than double the 2024 monthly average and surpassing the previous record set in March, based on JPMorgan data. This surge in retail equity inflows may signal heightened risk-on sentiment, which often correlates with increased interest in cryptocurrencies as investors seek higher returns. Crypto traders should monitor this retail momentum, as equity inflows can precede or coincide with bullish moves in major cryptocurrencies. Source: The Kobeissi Letter on Twitter, citing JPMorgan data.