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This looks more like selective rotation than a broad risk-on move. BTC is holding near $64,000 while ETH and SOL edge higher, suggesting capital is testing higher-beta assets without abandoning liquidity or macro caution. My bias remains defensive. CPI and shifting Fed expectations matter more for the next leg than a single day of relative strength, while the haven bid in gold and rising Hormuz pressure argue against treating this divergence as a clean breakout signal. Just my read, not advice.