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BTC holding near $63,000 while ETH and SOL barely move is not a signal of conviction. It looks more like a market compressing risk into a narrow range as weak consumption, a divided Fed and the S&P 500 earnings gap complicate the macro picture. My bias is cautious: crypto can remain stable if ETF demand offsets leverage, but that balance is fragile. With Hormuz risk still appearing underpriced and AI infrastructure earnings carrying more of the equity narrative, I would treat this calm as conditional, not durable. Not advice, just analysis.