Connect Everything Newsletter ☀️

FLR’s price action tracks XRP’s 2017 structure closely, though FLR sometimes moves more sharply (higher volatility). The correlation coefficient between $FLR and $XRP weekly closes is 0.87 🚀 Correlation ranges from -1 to +1, where +1 is perfect lockstep).

BTC was ~$82k when FLR traded at $0.01. Crash took BTC to $60k, FLR only bottomed at $0.008. Now $BTC is ~$68k and $FLR is already back at $0.01. Relative strength tells a story. NFA but keep your money where your mouth is.

📊 While the rest of the crypto market bleeds, the two coins that power $XRP are already ripping higher. This kind of snapback doesn’t happen by accident It’s usually the opening act of the next bull run 👉 $FLR $Hype 👈

In a sea of red, Others vs. $BTC has just taken out its January high. Never change Crypto, you magnificent beast.

Oh boy.. 👀

$BTC & Google. The bear cries would echo for eternity.

Whales are opening longs. Aggressively. Interesting. h/t: @Alphractal 🦍

Data from @arkham shows exchanges and their market making partners are building huge tradable inventories of $FLR, whilst holders aren’t selling. 👀 I don’t want to jump the gun but it suggests they’re positioning themselves for a surge in demand.

@Badlikeme @Firelightfi We will be announcing the cap 2 schedule and roadmap in the next few days

💥BREAKING: 🇺🇸 US House passes government funding bill to end shutdown.

🚨SCOOPLET: Senate Democrats are planning to reconvene tomorrow for a closed-door meeting on crypto market structure, according to two sources familiar with the plans. It will be the first Dem member-level meeting since the @BankingGOP postponed its markup last month.

OTHERS/BTC JUST DID SOMETHING REALLY BULLISH. For the first time in 4 years, Others/BTC monthly MACD has closed 2 consecutive months in green. Not only that, the Others/BTC MACD bullish cross has now been confirmed. And this is happening when one of the most reliable indicators of AltSeason which is ISM has jumped above 50%. Things are looking good for alts.

We like the color orange.

A major shift is underway. And when we line up GOLD, Bitcoin and PMI, we can see what is happening. So many people recently on here have been parrotting "GOLD does not rotate into Bitcoin"... and more recently "ISM is the new M2" And the funniest thing is that its not even about whether actual profits from Gold literally go into Bitcoin. It is more about the actual rotation and shift of the market direction based on the overall global foundation. And when you look at this chart you simply cannot refuse to see that the market rotates from GOLD to Bitcoin... it is undeniable. And ISM, like any metric, holds a lot of weight by itself still, but even more when referenced like this. Here is what I believe to be true and what it signals. Gold performs well in uncertain economic and geopolitical times. So it makes total sense that we can see here, GOLD performs well when PMI(the economy) is in contraction(below 50), as contractions create uncertainty and investors seek to protect themselves in GOLD. As the economy begins to pick back up and expand, certainty begins to return and investors become more confident in holding other assets and taking more risk, leading to GOLD topping out. And this chart makes that very clear as GOLD, throughout the previous two cycles, has topped give or take one month from PMI pushing back over 52 into nice expansion. It's not a coincidence. From here, as the economy keeps expanding, investors continue to become more comfortable taking risk and we see Bitcoin now has its turn. It doesn't get clearer than this in my view. This right here is 3 fundamental investing pillars that combined, tell a very clear risk on/risk off story. But here's the sticking part of what we have just been through... The single biggest thing that has confused everyone this cycle and made them think that $126k was the top, is that Bitcoin has actually made new highs during PMI contraction and GOLD running, for the first time ever. And that is because ETFs, Saylor and government adoption have pushed Bitcoin higher in a uncertain and low liq environment. Which is the main reason this cycle we did not have any level of parabolic move, almost no alts made new highs, and zero top signals came close. $126k was a mid cycle top within an extended cycle due to record breaking liquidity/economic contraction, that is now only just shifting into the conditions crypto thrives in. I hate this saying... but i dont make the rules, lol. This is an objective chart that i have just annotated with times and info. But even without them, a young child could see the correlations here between them all.

🚨 US INFLATION COLLAPSES CPI just dropped to 0.86% Here is what it means: > Restrictive policy no longer makes sense > Rate cuts move from discussion to necessity MEGA BULLISH!

Nice! The manufacturing PMI registered 52.6%, a massive 4.7-percentage point jump from December’s 47.9%. This marks the first month of expansion (any reading over 50%) after 26 consecutive months of contraction. Bull run getting an adrenalin shot.

BREAKING: ISM Manufacturing just came in at 52.6, versus expectations of 48.5. That’s a huge upside surprise. This lines up with our view that ISM would start moving higher in 2026. Here’s our thesis: The ISM has been deviating from history. It has always followed a 4-year cycle but it hasn't happened this time. Usually, when ISM touches 50, it signals growth expansion into the economy and risk assets have a major boom. Especially crypto. This is why we think ISM is likely to keep rising in 2026: Why ISM is likely to keep rising in 2026: - Surging AI-driven demand is pushing revenues and capex higher - Higher capex feeds directly into economic expansion - The Trump administration is “kitchen-sinking” policy to keep growth strong If ISM continues to hold above 50, history suggests risk assets still have room to run. HIGHER.

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.

HUGE ISM reading, this is what Raoul has been waiting for signaling more economic strength. @BittelJulien and @RaoulGMI often discuss the correlation between ISM (especially above 50) and positive $BTC + Crypto PA