According to Evan (@StockMKTNewz) citing a UBS survey of 317 global family offices, ultra-wealthy Americans are significantly allocating investments to the U.S. economy and stock market via private investment firms (source: CNBC, May 22, 2025). This ongoing confidence in U.S. equities signals sustained institutional interest, which typically supports risk-on sentiment across related asset classes, including cryptocurrencies. Crypto traders should note that persistent capital flows into U.S. markets could enhance liquidity and risk appetite, potentially benefiting major digital assets as correlations between equities and crypto remain relevant.

According to Eric Balchunas, although IBIT set unprecedented records in its initial year, VOO remains significantly larger, being 10 times the size and generating 5 times more daily cash flow. This suggests that for IBIT to surpass VOO, the U.S. stock market would need to experience a stagnant or negative period while Bitcoin gains significant value.

According to @intotheblock, Bitcoin's ($BTC) correlation with U.S. stocks has reached a two-year high this week, a level previously surpassed only in the second quarter of 2022.