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The US manufacturing sector expanded for the first time in more than two years as the ISM Manufacturing PMI reached 52.6 in January (the strongest reading since 2022), while… Bitcointhat They are selling for around $78,000its fifth straight month of improvement amid falling real estate demand.
This economic change has caused a lot of debate among researchers Digital currency If the change can trigger a rally or come too late to stop the weakness of the market.
New orders jumped to 57.1, and manufacturing rose to 55.9, ending 26 consecutive months of manufacturing declines and making the index the highest in 40 months.
Source: ISMWorld
At the same time, the closure of $ 2.56 billion is shownLower business units Hitting the lowest levels since 2024, the currency could run out, as the total market value of digital currencies fell to $2.58 trillion.
Production ends a drought that has already occurred
US Commerce Secretary Howard Lutnick praised the growth through trade policy, trust Confirmation of the administrative tariff plan.
He said: “For the first time in more than two years, the United States has achieved an increase in production, and all this is due to the trade policies of President Trump,” adding that “prices are working as we said.”
Small signs have confirmed this hope. Production reached the highest level since February 2022, the remaining inventory was expanded to 51.6, and nine out of eighteen (18) manufacturing industries showed growth, and prices remained at 59%.
New export regulations went into development at 50.2 for the first time since December, encouraging a sign of recovery in the sector.
denial Economist James E. Thorne disputes the inflationary pressures surrounding this data carefully. “Expanding the financial sector is not raising money,” he wrote, which is a responsibility I helped him The Truflation Index for the US real inflation index was read at 0.95%, below 2%.
A fall in demand raises alarm bells
to warn CryptoQuant analyst Darkfost observed a sharp decline in trading activity since October, when Binance’s trading volume dropped from about $200 billion to $104 billion.
“Current trends are still uncertain and do not encourage risk-taking,” he said, warning that a sustained recovery would require a return to real estate sales.
Demand for space is drying up: Bitcoin is entering its 5th month of correction
We are now entering the fifth consecutive month of Bitcoin correction.
This correction has been largely driven by the events of October 10, which caused a great financial loss, especially in the… pic.twitter.com/rX2keResNG
– Darkfost (@Darkfost_Coc) February 2, 2026
Vasily Shilov, Business Development Director at SwapSpace, speaking to Cryptonews, explained the picture of data usage on the exchange, saying that “the volume of Bitcoin transferred to the exchange has fallen to about $10 billion per month” against “$50-80 billion” at the peak of the previous price.
Data from SwapSpace also showed weekend swap sales were 43% higher than normal amid a weak economy.
Shilov said this weakness was due to a lack of energy that is being exacerbated by the political crisis surrounding Iran.
He added Metrics on the supply chain are very impactful. The CryptoQuant Bid at Loss indicator rose sharply to 44%, a pattern that is associated with the beginning of a bear market and not a healthy pull.
Source: CryptoQuant
He stayed Puell sign Also in the discount section for the third month in a row, with mining reserves around 1.8 million BTC under the pressure of the amount of money when small miners start to come out under the pressure of money.
Source: CryptoQuant
Bulls and bears are fighting over the PMI indicator
Joe Burnett, vice president of Bitcoin strategy at Strive, noted that the PMI broke historical records.
“Previous breakouts in 2013, 2016, and 2020 were the main triggers of the Bitcoin bull run,” he wrote.
a salesman Expert Benjamin Coyne strongly disagrees, citing 2014 (when the PMI rose from 52.5 to 55.7 while Bitcoin fell from $737 to $302), and warns that “Bitcoin is not an asset.”
Leo Lanza responded to Quinn directly, Of course The real trigger is not the PMI remaining above 50, but it passing above 50 after a long period of time, which is the same process that is happening now.
purple Analyst Jesse Eckel supports this idea, declaring that “every cryptocurrency bull run ever – 2013, 2017, and 2021 – happened when the PMI rose above 50,” adding that “the dot-com era is still ahead of us.”
However, Shilov concluded with a proper warning, expecting a short-term decline below $70,000 before any recovery.
He warned that a worst-case scenario could make the entire digital currency market worth $1.8-2.0 trillion, creating… The ETF is moving ETFs, corporate decisions, and climate change will determine Bitcoin’s future direction.
A note The strongest PMI since 2022 is the lowest for cryptocurrencies – Analysts Eye Bitcoin Bull appeared for the first time Cryptonews Arabic.
