According to @CryptoMichNL, CNY/USD has broken higher against the US dollar and is a prime cross-market metric he tracks alongside ETH/BTC, implying improving ISM and a healthier business cycle for risk assets (source: @CryptoMichNL, Dec 30, 2025). According to @CryptoMichNL, ETH/BTC bottomed in April 2025, echoing lows seen in 2016 and 2019, which he views as cycle markers favoring Ethereum outperformance (source: @CryptoMichNL, Dec 30, 2025). According to @CryptoMichNL, CNY/USD bottomed in the same week as ETH/BTC, reinforcing the timing signal across FX and crypto pairs (source: @CryptoMichNL, Dec 30, 2025). According to @CryptoMichNL, this CNY strength breakout sets up a strong Ethereum ETH breakout versus Bitcoin BTC over the coming months, suggesting a rotation toward ETH on the ETH/BTC ratio (source: @CryptoMichNL, Dec 30, 2025).

According to @Andre_Dragosch, higher ISM readings likely require higher oil prices, with the move commonly driven by two catalysts: reacceleration in China/India/emerging markets and geopolitics, source: @Andre_Dragosch on X, Dec 2, 2025. According to @Andre_Dragosch, ISM is largely geared to growth in the US shale oil industry, implying traders can monitor WTI/Brent trends, EM growth impulses, and geopolitical risk to anticipate ISM surprises tied to shale activity, source: @Andre_Dragosch on X, Dec 2, 2025.