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Crypto Capital Venture

"CRYPTO Supercycle Emerging" In The Middle Of A WAR? (I’ve Been Saying This All Year)

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Breakdown

0:00lesson

Crypto amid global economic pressures

  • Crypto bull standing in storm
  • ISM PMI data shows expansion
  • Manufacturing boom amid war and high oil
  • Confusion over economic signals
1:53lesson

ISM manufacturing data and CCV index

  • ISM PMI at 55.5, beat expectations
  • Production at 59, highest since 2021
  • CCV index shows expansion
  • Independent agreement on data
4:05lesson

Quantitative tightening and business cycle

  • Fed ended QT in December 2025
  • ISM expansion started after QT
  • Business cycle turned with liquidity
  • Pressure on top of a turned cycle
6:05lesson

Copper versus gold as economic signals

  • Copper is economic metal, gold is fear
  • Copper outperforms gold = growth
  • Copper at record highs, gold down
  • Ratio shows growth signal
8:04lesson

Macro strategist on post-midterms shift

  • Market priced for scarcity and chaos
  • Post-midterms shift to results
  • Oil and rates expected to drop
  • Productivity-led growth expected
10:12lesson

Crypto supercycle and business cycle

  • Crypto at far end of risk curve
  • Halving not driver, cycle is
  • Altcoins outperform Bitcoin
  • Trend line still under pressure
12:07lesson

Risks and outlook for crypto

  • ISM prices paid still high
  • Fed may hike again in December
  • Iran war headlines remain
  • Midterms outcome matters

Informational only — this is Crypto Capital Venture’s content, decoded by Plutus. Not Paid Daily’s advice or a recommendation. The outline, timestamps, and claims are extracted from what the creator said; verify before acting.