#USNetCapitalInflowsHitRecord884B

💰 Foreign money is pouring into the United States markets at a record pace of $884 billion. And the "bash by day buy by night" pattern explains what is happening to Bitcoin now.

This is the underreported big picture story of June and it directly explains why crypto has been losing value while US stocks have been hitting record highs at the same time.

Let me explain this to the community.

The United States has seen a record $884 billion in capital inflows over the 12 months ending April 2026.

This number is three times what it was in early 2025.

The previous peak was $400 billion in 2021. Which is less than half of what is currently flowing into American assets.

In April alone private sector purchases of US stocks surged to a record $763 billion in just one month.

One month, $763 billion into US stocks

The "bash by day buy by night" pattern in this data is the interesting thing about what institutions are doing in 2026.

Foreign governments and sovereign wealth funds criticize US trade policy and dollar dominance during the day. So they look good at home.

Then at night when no one is watching they buy US Treasuries, Nasdaq stocks and dollar-denominated assets.

The difference between what they say and what they actually do with their money has never been bigger.

Here is how the $884 billion in US inflows is connected to Bitcoin trading at $59,641 today after it was at $126,000 in October 2025.

Every dollar that goes into companies like Micron into SPCX after its Nasdaq debut into US Treasuries into Nvidia is a dollar that is not going into Bitcoin.

The competition for money has never been more intense and right now dollar-denominated US assets are winning by the biggest margin ever recorded.

The dollar index is at a one-year high of 101.52 because of this.

Foreign buyers need to buy dollars before they can buy US assets.

This keeps the dollar strong even when US inflation is at 4.1%, which would normally be bad for the dollar.

A strong dollar is bad for Bitcoin, which is priced in dollars.

This explains why Bitcoin has lost 52% of its value since October.

The thing that most analysis is missing is that $884 billion flowing into US assets at triple the pace is not sustainable.

Capital flows this extreme always correct themselves.

The dollar could become overvalued US asset prices could become high or global growth could recover and make other markets more competitive.

When this happens and it always does the money that left crypto will come fast and strong.

The situation with Iran and Doha this week is relevant here.

If there is a resolution energy prices will go down US inflation will cool the Fed will not raise interest rates the dollar will weaken and foreign capital will move out of Treasuries and into risk assets.

A single diplomatic breakthrough this week could start to unwind the dynamic that led to the $884 billion inflow.

Now the US is getting a lot of global capital.

The question is not whether this will continue forever. When it will stop and how much crypto will benefit from it.

With $884 billion flowing into US assets at triple the historical pace and Bitcoin down 52%, from its high. Do you think the Doha talks this week will start to change this or will the dollar and US assets continue to dominate for the rest of 2026 and keep crypto under pressure?

‍#GateSquare #MacroCrypto @Gate_Square