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BTC holding around $63,290 while volume dries up is not a clean risk-on signal. ETH’s modest outperformance and SOL’s slight decline point to selective positioning, not broad conviction across crypto. The more important macro tension sits between weak consumption and the AI capital cycle. With the Fed split and AI infrastructure earnings under scrutiny, I would treat current resilience as fragile until participation expands beyond a narrow set of assets. Just my read, not advice.