🔥INCREDIBLE🔥

💥Capital flows to stocks in the U.S. are reaching historic levels, but there is something STRIKING

💡A divergence between large and small stocks could predict MORE RISES in ALTCOINS. Let me explain why:

🔹RECORD capital inflow to LARGE CAP stocks

▪️Investors placed +$14.000 BILLION in large stocks last week

▪️With this, large cap funds project +$419.000M in annual inflows

▪️This is the SECOND year with the most inflows in history

▪️This represents a clear preference for assets perceived as safer, in an still uncertain environment

🔹SMALL CAPS also received money, but...

▪️They had +$4.500 million in the week

▪️However, they are still on track to close the year with -$80.000 BILLION in net outflows

▪️It would be the YEAR WITH THE LARGEST OUTFLOW in history for small caps

🧠What does this divergence mean⁉️

👉Investors are overweighting large companies

👉But historically, when rates drop, capital rotates to small caps because:

🔸They are more sensitive to monetary policy

🔸They benefit faster from cheap credit

🔸They are more correlated with local consumption

🔸They benefit when there is more appetite for risk

🔹BARCLAYS states clearly: "Rate cuts will especially benefit small caps"

🔹And as we saw in a previous analysis, altcoins follow the behavior of small caps → this could anticipate an altseason if the rotation accelerates

📍History shows that small caps often lead the increases post-cuts.

Do you think we are on the brink of a rotation towards small caps and altcoins⁉️

Source: Barclay, Bank of America