X @Michaël van de Poppe
Michaël van de Poppe·2026-02-03 08:35
It's important to be realizing that things need to be put into perspective.The ISM Manufacturing PMI is heading into the first 50+ read in more than 3 years.It's been one of the longest 'bear' markets on that regard.Not great for the business cycle, and not great for #Bitcoin.The fact that Bitcoin rallied is simply and only due to the launch and liquidity of the ETF.By now, just now, is the moment that the markets start to wake up.Now, there's a lot of debate on the fact that PMI stayed positive in previous ...