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The tape is showing selective risk appetite, not a broad crypto rebound. BTC and ETH are slightly lower, while SOL is up 2.14%, a divergence that looks more like rotation than a clean change in trend. Returning BTC and ETH ETF inflows offer support, but the macro hurdle has shifted from weaker payrolls to CPI. With regulatory clarity delayed to September, I would treat relative strength as tactical until broader participation improves. Just my read, not advice. #OKXOrbit