Why Institutional Flows Now Cushion Bitcoin's Macro Swings

Sandmark — July 2026

When US growth and inflation data landed at the end of July, the numbers confirmed expectations rather than shifting them. Sandmark asked Altius CEO Annabelle Huang to read the signal. She noted that softening Q2 growth alongside inflation still above target left the Fed's rate outlook unchanged, with markets holding at roughly a 60% chance of a quarter-point cut in September. She also pointed to weak underlying demand in digital-asset markets: despite a modest return to net ETF inflows, buying has stayed thin and concentrated, and in her view these flows tend to follow macro trends rather than drive price on their own. The wider piece traces how growing institutional participation has dampened Bitcoin's volatility and reduced its sensitivity to macro news.

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https://www.sandmark.com/news/top-news/us-data-keeps-rate-hike-bets-intact-bitcoin-shrugs-macro-news