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Quinten Francois reports that a record $80 billion of retail money has flowed into the U.S. stock market in the past two months.
This surge comes as valuations hit all-time highs, driven by enthusiasm around artificial intelligence and rising interest in initial public offerings.
Francois has previously commented that bitcoin trading patterns are starting to resemble those of traditional stocks in current market conditions, according to a recent note here. In an earlier report, he also observed Chainlink's increasing role as core crypto infrastructure and suggested that the market undervalues its significance here. These observations provide context to his latest coverage on inflows into U.S. equities.