TOM LEE JUST CONFIRMED RAOUL PAL’S THESIS
On CNBC, Tom Lee said #Bitcoin is highly sensitive to the ISM -- and when ISM moves back above 50 (expansion), it’s historically lined up with super-cycle moves in $BTC and $ETH
He even noted detrended Bitcoin is almost perfectly correlated with the ISM.
Same message as Raoul Pal: this isn’t about the old 4-year halving cycle. It’s about the business cycle and monetary policy turning higher.
Different voices. Same macro signal. 📡




