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BTC holding above $78,000 while ETH and SOL post similar modest gains looks more like selective risk tolerance than a broad speculative surge. My bias is that macro sensitivity still matters more than crypto headlines, especially with inflation risk and oil leverage back in focus. The BTC and gold correlation debate is less useful than watching where marginal flows go. Gold versus BTC ETF demand can shift quickly, but Schwab expanding crypto access strengthens the longer-term distribution case. Near term, I would treat this move as constructive, not decisive. Just my read, not advice.