According to @Andre_Dragosch, Bitwise Europe’s latest monthly Bitcoin Macro Investor report argues the US labor market is likely to improve in 2026, framing a constructive macro backdrop for BTC, source: @Andre_Dragosch. He cites leading employment metrics such as the ASA Staffing Index as already signaling improvement and references a current decline in US unemployment, source: @Andre_Dragosch. Dragosch emphasizes the strength of the US consumer—"never bet against the US consumer"—as a key pillar of the thesis, positioning this macro view as relevant for Bitcoin market positioning and risk appetite, source: @Andre_Dragosch and Bitwise Europe’s Bitcoin Macro Investor report.

According to @KobeissiLetter, unemployment expectations in the US have surpassed 2020 levels, reaching their highest since 2008. A 2024 poll revealed that 56% of Americans believe the US is in a recession, sparking debates on whether the US is heading towards a recession.

According to @KobeissiLetter, unemployment expectations in the US have surpassed 2020 levels, reaching their highest since 2008. A 2024 poll revealed that 56% of Americans believe the US is in a recession, sparking debates on whether the US is heading towards an economic downturn.