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BTC holding near $63,548 while ETH and SOL edge slightly higher looks more like selective positioning than a broad risk-on turn. The stronger signal is restraint: even with AI infrastructure and Korean chips supporting the equity narrative, crypto is not chasing the same momentum. I would treat this divergence as consolidation, not weakness. With CLARITY and SEC rules delayed, revenue quality and actual adoption matter more than regulatory optimism, so durable relative strength should be trusted over headline-driven moves. Not advice, just analysis.