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I keep coming back to the macro picture because it often tells a bigger story than short-term price action. The latest U.S. ISM Services PMI surprised to the upside, showing the economy remains more resilient than many expected. What really caught my attention, though, was that Treasury yields still moved lower after the data. That combination suggests markets are becoming more confident that inflation is easing and that the Fed may still have room to cut rates later this year. For crypto, that's an interesting setup. Lower yields tend to improve liquidity and make risk assets more attractive, while a healthy economy reduces fears of a sharp slowdown. If this trend continues, Bitcoin could benefit from stronger institutional demand, and Ethereum may see renewed interest as activity across DeFi, tokenization, and on-chain infrastructure grows. From a Brazilian investor's perspective, global macro trends like these matter just as much as local markets. Liquidity doesn't respect borders, and when financial conditions improve in the U.S., the effects are often felt across digital asset markets worldwide. I'm still watching inflation data, Fed comments, and Treasury yields closely, but right now the broader macro backdrop looks more supportive for crypto than it did a few months ago. $BTC $ETH #Bitcoin #Ethereum #Crypto #Macro #Fed #USWeighsIranStrike #DailyOrbit #AMDQ2BeatDebate #Investin