Anbruggen Capital

[Anbruggen Capital @AnbruggenCap]

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[Anbruggen Capital @AnbruggenCap]

Take: The combo of soft data and tariff relief may support crypto’s narrative as a macro hedge — especially if rate cuts begin into summer and the dollar weakens further.

[Anbruggen Capital @AnbruggenCap]

Macro Moves by Anbruggen
Your weekly signal in a noisy market.

This week: Fed holds, tariffs ease, growth contracts.

[Anbruggen Capital @AnbruggenCap]

5/ Market focus now shifts to June. With GDP down and inflation cooling, dovish Fed members hint that rate cuts could begin if data softens further. Futures still price four cuts in 2025.

[Anbruggen Capital @AnbruggenCap]

Take: As policy risk recedes and institutional access improves, crypto is regaining strength as a macro asset class — supported by flows, fundamentals, and a more favorable regulatory environment.

[Anbruggen Capital @AnbruggenCap]

Macro Moves by Anbruggen
Your weekly signal in a noisy market.

This week: BTC rallies on macro relief, ETF flows, and regulatory tailwinds.

[Anbruggen Capital @AnbruggenCap]

4/ Regulatory momentum builds. Paul Atkins was sworn in as new SEC Chair and promised a “principled approach” to digital assets. The SEC is reviewing 72 ETF filings across major crypto tokens.

[Anbruggen Capital @AnbruggenCap]

Take: China’s controlled liquidity injections and persistent deflation pressures may increase BTC’s appeal as a hard asset in an environment of weakening fiat stability.

[Anbruggen Capital @AnbruggenCap]

Macro Moves by Anbruggen
Your weekly signal in a noisy market.

This week: China’s cautious stance, persistent deflation, and strategic liquidity injections.

[Anbruggen Capital @AnbruggenCap]

5/ Macro divergence intensifies: while Fed stays cautious, PBoC manages deflation risks and capital stability carefully, with targeted rather than broad stimulus.