According to @Andre_Dragosch, the ISM PMI has moved up to 52.6 and prior crypto bull runs coincided with ISM readings above 50, referencing @Jesseeckel’s observation on X as the source. He also relayed that this is the largest upward move of the current cycle and echoed the risk-on stance with the phrase "Run it hot" (source: @Andre_Dragosch citing @Jesseeckel on X).

According to @binance, Alice Liu, Head of Research at CMC, said the crypto market is expected to see a comeback in Q1 2026, with February and March turning bullish based on a combination of macro indicators, framing the view within market cycles; source: https://twitter.com/binance/status/1996180264213741661. According to @binance, no specific macro indicators were disclosed in the post, but the timing highlights February–March 2026 as the key window traders may watch for cycle-driven momentum; source: https://twitter.com/binance/status/1996180264213741661.