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Today’s market scene is not about how much BTC has risen, but that it hasn't fallen, while altcoins are starting to move.
BTC continues to hold above 80k, ETH has small gains, SOL, XRP, and DOGE have all recovered, and trading volume has increased by 68%.
This indicates that money isn’t not entering the market; rather, after BTC stabilizes, investors are beginning to test more flexible coins.
A few other main themes are also ongoing:
The progress of the Clarity Act related to the US is still continuing, but the banking industry has already started to oppose it, indicating that the regulatory game will only become more intense;
PayPal and Google Cloud continue to talk about AI Agents running on crypto rails, showing that this line is no longer just a story.
My understanding is simple:
The market is currently repairing, and the structure is improving, but many positive signals are still at the “expectation” and “discussion” stage.
So, in the short term, it can be seen as somewhat strong, but it’s not yet time to go all-in blindly.