IX GG
1K posts


@MoneyLord Bro we in deep beer since 2025, wake me up in October season
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Bull market ahead of us
Explanation on data we seen today
The ISM (Institute for Supply Management) Manufacturing PMI (Purchasing Managers' Index) for January 2026 came in at 52.6, up from 47.9 in December 2025 and beating market expectations of 48.5.
This marks the first expansion in U.S. manufacturing activity in 12 months (and the strongest since 2022), with notable gains in new orders (up to 57.1 from 47.4), production (up to 55.9 from 50.7), and supplier deliveries (up to 54.4 from 50.8).
As a leading economic indicator, the PMI is a diffusion index based on surveys of purchasing managers in the manufacturing sector
Readings above 50 signal expansion in output, orders, and overall activity, while below contraction
Today's figure (released February 2, 2026) suggests a positive start to the year for manufacturing, potentially driven by post-holiday reordering and anticipation of price hikes from tariffs
A strong ISM Manufacturing PMI reading like
January 2026's 52.6 (well above expectations) is bullish for crypto, several interconnected reasons, based on economic correlations and recent market reactions.
First, the PMI signals a shift from contraction to expansion in U.S. manufacturing—the first in 12 months—which points to broader economic recovery and growth
Bitcoin and altcoins, often behave like high-risk, high-reward investments that thrive in environments of economic optimism
When factories ramp up production, new orders surge (as seen in the sub-index jumping to 57.1), and overall activity expands, it boosts business spending, corporate profits, and investor confidence. This "risk-on" sentiment encourages capital flows into speculative assets like crypto, rather than safe havens like bonds or cash
Historically, PMI expansions have aligned with major crypto bull runs. For instance:
- In 2013, PMI sustained above 50 during economic expansion, coinciding with altcoins surging 10-50x.
- 2017 saw similar patterns, with alts up 20-100x.
- 2021's PMI spike correlated with 10-40x gains in alts
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@ZssBecker Your following lost ton of money due to your calls in last 12 months GG Alex Becker 😵💫
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I'll do some #Altcoins tomorrow from your requests.
Which ones should I do?
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crypto will be the most transformative technology of this decade, moreso than AI, and is still overwhelmingly underpriced relative to the existing giant corporations in tech
the FAANG trade of the early 2000s is occurring right now with blockchain startups
$HYPE
$SOL
$ENA
$PUMP
ASXN@asxn_r
Hyperliquid is generating more than $1.2B in net income, surpassing NASDAQ’s 2024 net income of $1.13B. Remarkably, it achieves this with a workforce 832 times smaller, while directing 98% of revenue to HYPE token buybacks.
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ALTs are now down 50% against #ETH since April.
As I said below, this was ETH season, not ALT season.
As long as ETH/BTC goes up, so too will ALT/BTC pairs.
But ALT/ETH pairs will likely bleed for about 1-2 more weeks before they get a relief bounce

Benjamin Cowen@benjamincowen
This is not alt season. This is ETH season Let’s not confuse the two
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