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Easing hike bets are not translating into broad crypto demand. BTC near $63.7K is down modestly, while ETH and SOL are slightly weaker, a pattern that points to caution rather than a clean risk-on rotation. With attention split across AI infrastructure earnings, Korean chips and gold, crypto lacks a dominant macro catalyst. My bias is defensive in the near term: BTC may retain relative strength, but the backdrop does not yet support chasing higher-beta assets. Not advice, just analysis.