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BTC holding near $63K while ETH and SOL barely move tells me crypto is trading as a liquidity gauge, not leading risk appetite. The firmer signal sits in equities, where AI infrastructure and chip capex remain the dominant support as the S&P 500 approaches 8,000. My stance is cautious: concentrated AI spending can sustain the index, but weak consumption and a divided Fed limit how broadly that strength can spread. Until participation widens, I would treat crypto resilience as stability, not a confirmed risk-on breakout. Just my read, not advice.