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BTC holding above $63,600 while volume dries up looks more like seller exhaustion than the start of a clean breakout. ETH is keeping pace, but SOL’s weaker gain says risk appetite is still selective rather than broad. With the earnings gap, AI infrastructure watch and weak consumption feeding a divided Fed outlook, I would treat this bounce as stabilization, not a regime shift. Durable upside needs participation to expand beyond BTC and ETH. Not advice, just analysis.