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$BTC → scarcity that compounds into monetary credibility. $ETH → liquidity that compounds into financial infrastructure. $SOL → activity that compounds into network effects. $BTC becomes stronger when more capital treats it as neutral collateral. $ETH becomes harder to displace as stablecoins, DeFi and applications build around the same settlement layer. $SOL is betting that cheap, fast execution can turn high-frequency on-chain activity into its own moat. #SeptHikeOddsHit90%