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BTC holding near $77.2K while ETH remains below $2,500 tells me this is still a selective market, not a broad risk-on move. SOL’s modest relative strength does not change that conclusion. ETF-flow attention may support BTC at the margin, but rising AI infrastructure costs and the renewed gold-versus-bonds debate argue against chasing beta. I would treat current resilience as consolidation until ETH participation improves. Not advice, just analysis.