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Crypto analyst Ansem, who counts more than 933,000 followers on X, is calling for a period of broad de-risking across risk assets — including $BTC — in the months ahead, arguing that a convergence of macro catalysts will drive investors toward cash and safer instruments rather than into digital assets.
His view cuts directly against a popular thesis that capital is rotating out of U.S. Three Catalysts Behind the Bearish Call Ansem points to three overlapping pressures as the foundation of his caution.
First, the upcoming release of U.S. Consumer Price Index data will deliver a fresh read on inflation at a moment when markets are already sensitive to rate signals.
Second, the first Federal Open Market Committee meeting under a potential Kevin Warsh-led Federal Reserve introduces policy uncertainty that Ansem sees as a headwind for risk appetite.
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