South Korea's stock market just added $168B in a single day. KOSPI hit another ATH — up 75% in 41 trading sessions since late March.

That's not rotation. That's capital flooding in.

When traditional markets rip like this in Asia, it usually means one of two things: either retail is euphoric and chasing, or smart money sees something the rest of us don't yet.

Either way, this kind of velocity doesn't stay contained. Watch where it leaks next.