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Anthony Pompliano, co-founder and partner at Morgan Creek Digital Assets, highlights that international investors are currently under-allocated to U.S. stocks.
He observes that tokenization is driving capital from emerging markets into the stock market.
Pompliano has addressed related themes in recent commentary. He has highlighted that four on-chain metrics signal bitcoin sellers may be running out of steam. In earlier remarks, Pompliano described bitcoin as a hedge against government spending and emphasized the need for diversified portfolios.