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THE MARKET IS RESETTING, NOT NECESSARILY BREAKING The recent weakness across crypto looks increasingly connected to the macro environment rather than a sudden collapse in the underlying market structure. BTC has pulled back toward $77.4K, while ETH is trading around the $2.4K area as the initial short squeeze momentum fades and traders begin taking profits. The bigger issue is liquidity. Hawkish signals from the Federal Reserve have pushed rate expectations higher, while Treasury yields and the dollar have strengthened. For risk assets like crypto, that combination can create immediate pressure. When traders expect tighter monetary conditions, the cost of leverage increases and speculative capital becomes more selective. That can turn a normal pullback into a much sharper move as leveraged positions are forced to close. But I don't think the current weakness automatically means the broader recovery is over. After such a strong move higher, some form of leverage reset and profit-taking was always likely. The question is what happens after the reset. For BTC, the key area remains around the mid-$70Ks. If buyers step in and absorb the selling, Bitcoin could begin building another base before attempting to reclaim $78K and eventually $80K. If support continues to fail while macro pressure remains elevated, the market may need more time to find equilibrium. ETH is facing a similar situation around $2.4K–$2.5K. The important thing is whether Ethereum can stabilize and rebuild demand rather than simply bouncing because sellers become temporarily exhausted. I'm also keeping an eye on $SOL , $DOGE and $TRUMP . When Bitcoin and Ethereum enter a leverage reset, altcoins usually experience even sharper volatility because liquidity is thinner and positioning can become crowded much faster. That doesn't mean the altcoin trend is finished. It means selective positioning matters more. Right now, I'm not interested in chasing either direction. The market needs to prove where genuine demand is.