Crypto’s Asymmetric Opportunity in a Split Economy
The U.S. economy is sending mixed signals: services sector resilience contrasts with manufacturing contraction, while inflation remains elevated. This divergence creates a unique macroeconomic landscape where risk assets like Bitcoin (BTC) and Ethereum (ETH) could thrive as asymmetric plays. Let’s dissect how crypto’s store-of-value proposition aligns with this environment—and why investors should consider tactical allocations now.
The Economic Backdrop: A Tale of Two Sectors
The June 2025 PMI data reveals a stark divide. Services PMI expanded to 50.8%, signaling resilience despite tepid employment growth (Employment Index at 47.2%) and elevated input costs (Prices Index at 67.5%). Meanwhile, Manufacturing PMI lingered at 49.0%, its…
