المنشور

This bounce looks more like a selective risk bid than a broad regime change. ETH’s 2.03% gain and test of $2,500 show stronger near-term momentum than BTC, but BTC ETF inflows still give the market its clearest structural support. I would treat the move as constructive, not decisive. Treasury buyback signals may help liquidity at the margin, while escalating Iran oil risk could revive inflation pressure and limit how far risk assets can reprice. My bias stays moderately positive, with ETH leading tactically and BTC remaining the stronger macro anchor. Just my read, not advice.