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The tape looks selective, not broadly risk-on. BTC near $79.4K and ETH at $2,491 are both lower over 24 hours, while SOL is holding a modest gain. That divergence reads more like rotation than a durable market-wide recovery. With BTC options expiry and Hormuz developments competing for attention, short-term volatility may obscure the underlying signal. My stance is cautious: SOL strength matters, but BTC and ETH need to stabilize before it carries wider macro weight. Not advice, just analysis.