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BTC holding near $64K while ETH and SOL edge higher looks more like selective risk rotation than a broad return of conviction. The divergence matters: capital is still willing to move down the curve, but not aggressively enough to confirm a durable risk-on regime. CPI expectations may reset Fed pricing, yet the haven bid in gold and rising Hormuz pressure argue against treating softer inflation as a clean liquidity signal. My bias is cautious: relative strength in majors can persist, but macro uncertainty still favors disciplined positioning over chasing momentum. Just my read, not advice.