Historically, when ISM trends above 50, risk assets expand: • 2017 → massive alt runs • 2021 → strong multi-X cycle Last month printed 52.6 — first breakout above 50 in 4 years. If ISM keeps expanding, liquidity conditions improve — and alts could ignite. Macro > noise. HODL.
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Big alt season signal this Monday: ISM PMI.
Historically, when ISM trends above 50, risk assets expand:
• 2017 → massive alt runs
• 2021 → strong multi-X cycle
Last month printed 52.6 — first breakout above 50 in 4 years.
If ISM keeps expanding, liquidity conditions improve — and alts could ignite.
Macro > noise. HODL.