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BTC holding above $64,000 while ETH and SOL lag is a relative-strength signal, not evidence of a broad risk-on turn. The market is favoring the most liquid crypto exposure rather than lifting the whole complex. With the 30-year yield at a 2007 high and no September hike expected, the pressure is coming from the long end, not near-term policy fear. My stance is cautious: BTC can stay firm, but weak breadth makes this a poor setup for chasing smaller assets. Not advice, just analysis.