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Bitcoin Flows Are Rising, Is Macro Catching Up?

Why capital is rotating into Bitcoin despite short-term uncertainty

Ecoinometrics

May 12

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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.

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