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BTC holding near $77,837 while ETH and SOL lag its daily gain suggests this is still a selective risk bid, not a broad crypto breakout. I would treat the move as cautious positioning into the last NFP before the FOMC, with macro sensitivity still in control. Gold ETF inflows and weak crude add to the defensive backdrop. Until participation widens beyond BTC, durability matters more than headline momentum, and stronger balance sheets should command the premium. Just my read, not advice.