GM. Market still choppy but the narrative is shifting. $BTC sitting at $78K — holding structure but momentum is thin. Institutions are clearly parked here, BTC futures OI just hit all-time highs. Smart money isn't leaving, they're just waiting. $ETH on the other hand is getting cooked. ETH/BTC ratio at 10-month lows. Jane Street slashed BTC ETF exposure and doubled down on ETH — which is either a genius contrarian play or a bag getting heavier. Time will tell. $SOL #$86. Still the most active L1 ecosystem. Developer activity isn't slowing down regardless of price. The real alpha this week: #CLARITYActClears15to9 just passed Senate Banking Committee. Bipartisan crypto regulation moving forward. This is the macro catalyst people have been sleeping on. Selective alt rotations are happening. AI narrative back. Don't chase everything — pick your spots. Chop market = accumulation market. Stay sharp. #SamsungLaborTalksCollapse #CLARITYActClears15to9 #IsraelPrepsIranStrike