Analyst sees no fund rotation from tech stocks to BTC, warns of de-risking

Crypto influencer Ansem, who has 933,000 followers on X, predicted that asset markets may undergo a period of de-risking in the coming months as investors seek a market bottom. This would involve reducing exposure to high-risk assets like stocks and cryptocurrencies in favor of cash or safer investments. He noted a convergence of factors, including the upcoming U.S. Consumer Price Index (CPI) announcement, the first FOMC meeting under a potential Kevin Warsh-led Federal Reserve, and seasonal summer trends that typically favor downside pressure. Ansem added that he disagrees with claims of a capital rotation from U.S. tech stocks into BTC or ETH, analyzing that the technical outlook for "Strategy" also appears bearish.