Wells Fargo: YOLO trading could drive $15 billion in inflows into Bitcoin and risk assets.

Wells Fargo analyst Ohsung Kwon stated on the X platform that US taxpayer refunds will significantly increase in 2026 due to the enactment of the One Big Beautiful Bill signed by President Trump on July 4, 2025. Wells Fargo predicts that so-called YOLO trading may make a comeback by the end of March, potentially channeling up to $150 billion into the stock market and Bitcoin. Kwon stated that increased savings will drive speculative activity, particularly as additional tax refunds from high-income consumers will flow back into equity assets. Furthermore, Nansen research analyst Nicolai Sondergaard pointed out that if retail investors observe upward momentum in crypto assets, the likelihood of funds flowing into this sector will further increase. Current on-chain data shows that smart money holds a net short position of $107 million in Bitcoin on platforms like Hyperliquid, while whale addresses are continuously accumulating spot holdings.