The U.S. stock market is running on fumes right now. We're looking at a market cap-to-GDP ratio that's hit an all-time high of 224%—meaning the total value of equities has ballooned to more than double the size of the entire economy. That's not just stretched; it's a signal that traditional markets are pricing in some serious optimism, to put it mildly. For anyone thinking about asset allocation across crypto and traditional markets, these numbers matter.