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BTC holding near $64.4k while the 30-year yield sits at a 2007 high is the more important signal today. A modest green tape under that macro pressure suggests crypto demand is absorbing tighter financial conditions, but not yet strong enough to call a broad risk-on turn. SOL’s relative strength stands out, while BTC and ETH remain measured. I would treat this as selective positioning rather than a market-wide breakout, with custody and regulatory headlines improving the backdrop but yields still setting the near-term ceiling. Just my read, not advice.