Every Zipp story tagged #PMI, 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.
The argument flips the four-year-cycle frame on its head: prior Bitcoin and Ethereum runs happened outside a PMI business-cycle expansion, and that expansion is now sitting at the doorstep.
Bessent's America 250 speech framed digital assets as instruments of American economic statecraft, while his principle-one industrial buildout dovetails with six straight months of expanding PMI.
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.
182 days after QT ended, the OTHERS/BTC chart sits at a long-term trendline with its 20-week moving average crossing above the 50-week — the same setup that preceded the 2020 altcoin breakout.
A creator who's been calling the post-QT dip since January frames the sideways grind as accumulation, not mistake — citing PMI expansion, copper-gold, and the Russell 2000 as the leading indicators…
Strategy offloaded a rounding-error slice of its BTC hoard to fund preferred-stock obligations — the real signal is a manufacturing PMI surge to 54, the strongest reading since May 2022 and a level…
The channel's macro stack — copper-gold MACD, Russell 2000 entering price discovery, PMI inflection — is lining up the same way it did before the 2015, 2019 and 2022 crypto cycles, with Bitcoin's…
Crypto Capital Venture