Macro analyst Luke Gromen has announced plans to sell a significant portion of his Bitcoin holdings by late 2025. Gromen cites concerns over timing and positioning due to deflationary pressures as key reasons for the decision. He noted Bitcoin's high-beta behavior in such economic cycles, which impacts its risk-to-reward ratio. Gromen also pointed to advancements in AI and robotics as major contributors to deflation, affecting employment and policy dynamics. Despite the planned sell-off, Gromen maintains his long-term conviction in Bitcoin, viewing the move as a strategic rebalancing rather than a shift in belief.