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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, reinforcing that the economy remains more resilient than many expected. What stood out even more was that Treasury yields declined despite the stronger data—a signal that markets are growing more confident inflation is cooling and that the Federal Reserve could still have room to ease policy later this year. For crypto, that's a constructive backdrop. 📉 Lower Treasury yields improve liquidity and reduce the opportunity cost of holding risk assets. 📈 A resilient economy helps ease recession concerns and supports investor confidence. If this trend continues: 🟠 $BTC could attract stronger institutional inflows as investors seek exposure to digital assets in a more favorable liquidity environment. 🔵 $ETH may benefit from renewed interest in DeFi, tokenization, and on-chain infrastructure as risk appetite strengthens. For investors everywhere—not just in the U.S.—global macro matters. Liquidity doesn't respect borders. When financial conditions improve in the world's largest economy, the effects often ripple across global markets, including digital assets. I'm continuing to watch inflation data, Federal Reserve commentary, and Treasury yields closely. For now, though, the macro backdrop appears significantly more supportive for crypto than it did just a few months ago. $BTC $ETH #Bitcoin #Ethereum #Crypto #Macro #DailyOrbit #USWeighsIranStrike #AMDQ2BeatDebate