19 stories mentioning it. Newest first.
The print is one data point. The September 1 reading either confirms a multi-month expansion above 55, or breaks the pattern that opened both the 2017 and 2020 altcoin runs.
GPU rental futures from CME and ICE arrive just as miners pour hundreds of millions into AI data centers, but financing risk and equity dilution dwarf the compute-price swings these contracts…
The thesis argues the macro cycle, not the four-year halving, drives altcoin rotations: two prior altcoin seasons ignited within months of PMI prints above 55, and the current 53.3 reading sits just…
Crypto has never traded through a PMI regime above 65; the closest analog on record is the 1950 Korean War boom, when Q1 GDP grew 16.7% annualized and the index hit 77.5.
The chart analyst pitching this thesis overlays an expanding PMI on the altcoin chart against Bitcoin, arguing a multi-year contraction is finally easing into a business-cycle bull phase.
BTC slides under $60K and ETFs bleed a record $6.4B, yet M&A runs 26x higher and Coinbase keeps shopping. The crowd and the money are reading two different markets.
BTC printed a rare red Marubozu and ETF outflows crossed nine figures. Meanwhile, TVL is migrating, stablecoin issuance is minting, and Robinhood turned on an L2.
Liquidity is quietly flooding back into the system, yet crypto is bleeding out. The divergence is the story, and it sets up a tense second half.
A 594 BTC hardware-wallet drain, three Fed hawks, and an ETF rebound driven almost entirely by BlackRock. The bid is thinner than the tape suggests.
Spot ETFs bled a record month while Strategy pivoted from buyer to seller and CLARITY stalled at 50% — the rate-path now has to do what the bid won't.
A landmark BTC sale by Saylor meets a sweeping EU license for XRP and a sub-2% inflation breakeven. The catalyst calendar just got crowded.
A hawkish debut from Chair Warsh dragged BTC under $64K while stablecoin flows, treasury moves and a Moody's credit rating kept building underneath the noise.
Bitcoin reclaimed $64K on $170M of ETF demand while Coldcard wallets bled up to $130M. The flow picture is bullish; the price has not yet been tested.
A wallet-firmware exploit and a $1.17B put overhang weigh on BTC as Coinbase reports non-BTC revenue hit 88% of the mix.
Morgan Stanley greenlights ETH and SOL ETPs while the Fed forces a 33% rate-hike tail risk back into the conversation. Money is getting easier for some, tighter for others.
Morgan Stanley just opened the ETF door for ETH and SOL. Citadel is betting on a 25 bp surprise. The crowd is reading the same tape and seeing two different movies.
Arbitrum runs the deepest L2 DeFi liquidity in crypto, but its L3 Orbit thesis is still mostly speculative. Here is what actually works, and what does not.
Bitcoin sits near $66K with ETF inflows intact while $2.3B leaves stablecoins and the Fed's hiking odds climb to 62%. The liquidity picture is more split than the price.
BTC round-trips the $60K line, ETF outflows pile up, and the Fed's man refuses to give the bid what it wants. The bullish case is no longer winning the day.
Crypto Capital Venture
CryptoSlate
Sofia Almeida
Marco De Santis
Alex Morgan
Ethan Brooks