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$ETH is showing notable relative strength today. With Ethereum gaining roughly 3× more than BTC over the past 24 hours, the move deserves attention. The easing of geopolitical tensions has improved overall risk sentiment, but ETH's outperformance appears to be driven more by positioning and capital rotation than by a new fundamental narrative. Historically, capital often rotates into ETH before the broader altcoin market catches momentum. Whether this is the start of that familiar pattern or simply a short-term catch-up move remains to be seen. The macro backdrop still calls for caution. Stronger-than-expected jobless claims data gives the Fed less urgency to cut rates, keeping real yields elevated and limiting the liquidity boost that risk assets typically benefit from. On top of that, Google and Tesla earnings could have a meaningful impact on broader market sentiment. Any disappointment from major tech names could weigh on the current risk-on environment. For now, the bounce is encouraging—but I'd prefer to see more confirmation before calling it a lasting trend. Just my market view, not financial advice. #DailyOrbit #CXMTMemoryIPO #FOMCRateWatch