Everyone said ISM above 50 would trigger an altcoin surge. They claimed manufacturing spending signaled a bullish economy ready for a 50X pump. #Altcoins #ISM https://t.co/ADQsuOe9Ex ...

ISM exit scammed... again! https://t.co/sERfpiYkcpJesse Eckel (@Jesseeckel):Every single crypto bull run ever (2013, 2017 and 2021) happened when the ISM moved up above 50.Today we hit 52.6.This entire cycle since 2021 we’ve been below 50 with only tiny blips above the surface.This is by far the largest move up we’ve had this cycle.Run it hot. https://t.co/Zx4ZIKDaio ...

As a reminder;- The $BTC bull doesn't peak when ISM is <50.- The previous $BTC bull peaked against Gold in times of heavy uncertainty.- It's currently the lowest valuation of Bitcoin vs. Gold.Remember when the ISM broke upwards and we had a normal bull market?Exactly, the first months of 2016.I think that we'll have 1-2 years of strong bull market in front of us.Credits on the chart: @RaoulGMI ...

RT Ivan on Tech 🍳📈💰 (@IvanOnTech)@intocryptoverse Fully correct BenSince November we warn our members in @joinbullmania from following the ISM or hoping their altcoins will pump due to ISMThis newsletter is from NovemberThousands of traders held coins to 90% down praying for ism https://t.co/Lxmf7Reuol ...

Market Outlook & Altcoin Season Timing - Altcoin season is anticipated, driven by the business cycle, with potential catalysts including increased liquidity and fiscal stimulus [1][7][9] - The expected timing for altcoin season is towards the end of 2026, potentially peaking in Q2 [24][25] - The traditional four-year crypto cycle has shifted to a five-year cycle due to the extension of debt maturity in 2022 [13][21][22] - The Industry expects the ISM (Institute for Supply Management) index to peak by 2026, aligning with the anticipated altcoin season [14] Economic Factors & Liquidity - Fiscal stimulus and liquidity injections are expected to boost the market, potentially leading to a banner year [1][9] - Deregulation of banking could positively impact small caps and the overall business cycle [17] - The end of Quantitative Tightening (QT) is essentially Quantitative Easing (QE), adding liquidity to the system [16] - A potential $1.5 trillion could flow into the banking system due to the elimination of tax on tips [10] Crypto Market Dynamics - Bitcoin's performance is sensitive to monetary policy and the business cycle, currently behaving more like a risk-on asset [19] - Historically, the ISM moving above 50 has been associated with super cycle moves in Bitcoin and Ethereum [3][15][18]

Guy in comments last week: "BUT IVAN BITCOIN WILL PUMP BECAUSE OF ISM"remember "ISM CHART"?me neithermy bro, just like the GLOBAL M2 chart - the ISM is fugazionly the price trend matterthere is a million of macro charts to fit any biasTHE ANSWER YOU SEEK IS IN THE BTC CHART ...

Market Analysis - Bitcoin's major peaks have historically corresponded with peaks in the ISM (Institute for Supply Management) [6] - The current cycle feels different due to Main Street's economic struggles, leading to a lack of retail investor involvement and euphoria [6] - Social interest in Bitcoin is at levels similar to 2019 because Main Street is hurting [17] Economic Factors - The ISM Manufacturing PMI (Purchasing Managers Index) is a key indicator; above 50 indicates expansion, below 50 indicates contraction [5] - The Fed funds rate, currently at 4%, may be higher than the neutral rate, potentially impacting economic conditions [7] - A 50 basis points cut by the Federal Reserve could potentially bring the rate below the neutral rate, but this is not expected [8] Monetary Policy and Future Outlook - The market may experience waning interest in early 2026 until interest rates decrease and monetary policy shifts [13] - Lower rates are needed to alleviate Main Street's concerns about the labor market and inflation [17] - Over time, politicians tend to resort to printing more money to solve economic issues [18] - Cycles like the current one emphasize the importance of sound investment principles [18][19]

Market Analysis and Bitcoin Cycle - Bitcoin continues to trade within a range, with the lower end of the support range presenting buying opportunities [1] - The traditional four-year Bitcoin cycle, driven by the halving, may now be a five-year cycle, potentially peaking in Q2 2026 [2] - The Bitcoin cycle is correlated with the ISM (Institute for Supply Management) business cycle, a key indicator of US economic activity [3][4][5] - The current elongated business cycle, unlike previous cycles, is attributed to the extension of debt maturity from four to five years in 2021-2022 [8][9] - The average weighted maturity of the debt is 5.4 years, suggesting the ISM should peak by 2026 [10] - Despite the ISM remaining below 50, indicating economic contraction, any dips in Bitcoin price are considered buying opportunities, similar to patterns observed in 2015-16 and 2019-20 [11][12] Altcoin and AI Investment Opportunities - A new BitTensor fund has been launched, focusing on TOAO and BitTensor subnet alpha tokens, highlighting the potential of AI-related altcoins [12][13] - BitTensor subnets are providing AI models and companion apps at significantly reduced costs compared to traditional services like AWS [14] - SUI is positioned to dominate agentic commerce, particularly in AI-driven transactions, and has partnered with Google on AP2, an agentic payments framework [16][17] Swissborg (Borg) Token Buyback Program - Swissborg is using 50% of trading fees to buy back the Borg token, creating buy pressure [20][21] - Based on the previous week's stats, this equates to $400,000 weekly, $1.6 million monthly, and $20 million annually in buy pressure [21] - The buyback program could potentially pump Borg by 50% in a single week, given current liquidity and price impact [22]