Why capital is rotating into Bitcoin despite short-term uncertainty

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	Forwarded this email? Subscribe here for more Bitcoin Flows Are Rising, Is Macro Catching Up? Why capital is rotating into Bitcoin despite short-term uncertainty Ecoinometrics May 12 ∙ Preview   READ IN APP   The trade war, sticky inflation, and the impact of tariffs are all creating uncertainty about the US economy’s trajectory over the next few quarters. But if we zoom out, there are longer-term macro trends we can’t ignore. Global liquidity is ticking up again. The Fed is signalling the end of balance sheet runoff. And Bitcoin ETF flows have flipped back into positive territory. That might be exactly what some investors are reacting to. Instead of getting stuck in the short-term noise, they’re positioning early for the next phase. Let’s dig into the data. Ecoinometrics delivers professional-grade crypto and macro analysis to help institutional investors and serious traders make data-driven decisions. Our team conducts rigorous quantitative research, developing proprietary metrics and institutional-quality visualizations that cut through the noise to reveal key market dynamics. Each newsletter provides clear, actionable insights backed by data, delivered in a concise format that respects your time, five minutes to absorb, but deep enough to inform your investment strategy. Join over 32,000 professional investors and fund managers: Upgrade to paid Ready? Let's dig into the data. Bitcoin Flows Are Rising, Is the Macro Catching Up? The Takeaway Bitcoin is attracting capital again while flows into gold and equities slow. Investors may be positioning ahead of a macro shift, with the Fed pausing, bond markets pricing in cuts, and global liquidity rising... Continue reading this post for free in the Substack app Claim my free post Or upgrade your subscription. Upgrade to paid   Like Comment Restack   © 2025 Ecoinometrics 548 Market Street PMB 72296, San Francisco, CA 94104 Unsubscribe