Morning market watch, BTC is still hovering around $76,700. ETH is at 2096, SOL at 84. The total market capitalization is approximately $2.64 trillion, with BTC dominance at 58.2%. The market isn't panic-selling, but trading volume is slightly weaker than yesterday, and mainstream coins are generally sideways with small corrections.

On the news front, Vitalik has sent a fairly clear signal: the Ethereum Foundation will continue to slim down and sell less ETH, focusing back on research and key infrastructure. This is a positive for ETH's medium-term narrative, but short-term funds haven't fully bought in yet.
Another stronger theme remains high elasticity sectors. CoinDesk mentioned that HYPE-related funds are attracting capital, while funds flowing out of BTC and ETH ETFs; NEAR continues to strengthen due to active cross-chain products. The current market style is very direct: large caps stay stable first, while small caps and strong narratives take turns performing.
This week, keep an eye on US PCE, initial jobless claims, and housing data. As long as macro conditions don't tighten again, altcoin recovery still has room; but if data turns hard, expect a pullback after a rally. My personal feeling is that index positions can continue to be held, but avoid chasing short-term trades, and be patient for divergences.