Matrixport has released a report emphasizing the enduring value of U.S. equities as a core allocation for long-term investors, driven by institutional advantages, AI industry cycles, and global capital reallocations. The report notes that from 2015 to 2025, the Nasdaq Composite Index outperformed other major indices with a lower maximum drawdown, highlighting the U.S. market's resilience and compounding potential. The report identifies the AI industry's transition from infrastructure expansion to application penetration as a key growth driver, with significant increases in AI-related capital expenditures by U.S. companies. Additionally, global capital allocation to U.S. equities has risen sharply, with a 47.6% increase in overseas holdings from 2023 to 2025, underscoring strategic rebalancing by institutional investors. Matrixport has also launched U.S. stock trading services, offering stablecoin deposits and 24/7 instant settlement, facilitating global asset access. The report advises caution, noting that market risks and volatility require careful investment decisions.