المنشور

The crypto bid looks constructive, but not yet broad enough to call a regime shift. BTC holding above $78,000 while ETH and SOL modestly outperform suggests risk appetite is improving at the margin, rather than capital abandoning quality for speculation. I would treat this as a tactical expansion in risk, with inflation concerns and the gold versus BTC flow debate still limiting conviction. Sustained relative strength beyond BTC would matter more than another quiet green session. Just my read, not advice.