@mahr
Institutional Demand Falters, Macro Risks Intensify
After months of strong growth, institutional demand for Bitcoin is cooling off. According to on-chain analytics, ETF inflows have dropped sharply, and weekly inflows are now a fraction of what they were earlier.
Retail participation is also fading: small-holder deposits to exchanges are way down, suggesting less enthusiasm from everyday investors.
These dynamics collide with macro uncertainty. Persistent inflation, supply chain concerns, and rate fears are making investors rotate toward safer assets, reducing risk-taking in crypto.
Still, some bullish voices argue that despite the current volatility, Bitcoin’s long-term narrative remains intact—its structural value as scarce “digital hard money” and continued institutional adoption could reassert itself.