According to @Andre_Dragosch, the latest ISM Services data imply renewed economic acceleration that he links to a risk-on backdrop for BTC, source: @Andre_Dragosch. He states US financial conditions are the loosest in three years, a liquidity easing he views as supportive for crypto performance, source: @Andre_Dragosch. He adds that the global pace of interest-rate cuts is the highest since the subprime era, reinforcing potential liquidity tailwinds for risk assets, source: @Andre_Dragosch. He further argues the Fed is nearing the end of quantitative tightening and could step in earlier, a shift he frames as bullish for BTC relative to macro conditions, source: @Andre_Dragosch. He characterizes BTC sentiment as bombed out, presenting a contrarian setup aligned with easing macro signals, source: @Andre_Dragosch.

According to Andre Dragosch, the number of global rate cuts in the past 24 months already exceeds the post-COVID tally, and he contrasts this easing backdrop with persistent claims that BTC has already peaked, source: Andre Dragosch on X, Oct 26, 2025. According to Andre Dragosch, this highlights a macro context that he suggests is inconsistent with definitive Bitcoin peak calls and is relevant for traders evaluating BTC’s trend under an easing cycle, source: Andre Dragosch on X, Oct 26, 2025.