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Analyst Ansem Sees De-Risking Ahead, Calls Tech-to-$BTC Rotation Thesis Flawed

6/12/2026

Crypto analyst Ansem, who counts 933,000 followers on X, is calling for a broad de-risking cycle in the months ahead — and he is specifically pushing back against the popular thesis that capital fleeing U.S.

tech stocks will find a new home in $BTC. His outlook points to cash and safer instruments as the likely destination, not digital assets.

The Case for De-Risking Ansem's cautionary read rests on a cluster of near-term catalysts. Consumer Price Index release will deliver fresh inflation data at a sensitive moment.

The first Federal Open Market Committee meeting under a potentially Kevin Warsh-led Federal Reserve adds policy uncertainty on top of that.

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