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BTC holding near $77,784 while ETH and SOL underperform looks more like defensive positioning within crypto than broad risk appetite. The market is rewarding liquidity and durability, not beta. With attention split between BTC versus gold flows, oil-sensitive geopolitical risk, and AI earnings, I expect BTC dominance to remain firm until macro uncertainty clears. For now, strength at the top of the market is not a green light for the rest. Just my read, not advice.