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This pullback looks more like a liquidity repricing than a crypto-specific break. BTC at $64,188 is holding up better than ETH, while unresolved Hormuz risk and the coming CPI reset keep investors cautious on rates and energy inflation. My bias is defensive in the near term. Diverging BTC and ETH ETF flows suggest capital is becoming more selective, and ETH’s sharper decline reinforces that view. Until macro uncertainty clears, relative strength matters more than broad risk-on narratives. Just my read, not advice.