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BTC holding near $63.8K while ETH and SOL edge higher suggests risk appetite is stabilizing, but not yet broadening with conviction. I read this as selective positioning rather than the start of a durable rotation. CPI can reset Fed expectations quickly, while rising Hormuz pressure keeps inflation risk alive through energy. Until that tension clears, macro sensitivity should cap the upside in crypto even if AI infrastructure earnings support equities. Not advice, just analysis.