According to @KobeissiLetter, US stocks have attracted a record $1.6 trillion in net inflows since 2020, roughly four times the $400 billion that went into international equities, source: @KobeissiLetter. For traders, this flow dominance points to crowded US exposure, momentum support for US large caps, and vulnerability if flows rotate toward ex-US, an inference based on the flow data reported by @KobeissiLetter.

According to @AltcoinGordon, investors with portfolios of $1M or less should prioritize small-cap altcoins over large caps to pursue outsized returns, source: Twitter post on Nov 1, 2025 https://twitter.com/AltcoinGordon/status/1984602031659893227. The author explicitly states that large caps will not make smaller accounts rich and recommends small-cap exposure as the path to growth, source: Twitter post on Nov 1, 2025 https://twitter.com/AltcoinGordon/status/1984602031659893227. The post provides no specific tickers, time frames, or risk metrics, indicating this is a high-level allocation view rather than a detailed trade plan, source: Twitter post on Nov 1, 2025 https://twitter.com/AltcoinGordon/status/1984602031659893227.