// COMPARE

Bitcoin slipped to $73,558 (-1.06%) as risk assets diverged — equities rallied on ceasefire optimism while crypto faded. ETH down 0.76% in sympathy.

The Trump regulator dropping the Winklevoss case should be tailwind, but BTC dominance at 57.7% with falling prices says new flows aren't arriving. Crypto trades like a stale long here, not a fresh bid.

$72,000 is the line that turns this from chop into a real downside test. ETF flow data Friday; any positive headline on the Genius Act/regulation push could re-anchor. Resistance $75,500.

Meta closed unchanged at $635.29 as Instagram/Facebook/WhatsApp subscription chatter went sideways. Anthropic $1T valuation headlines redirected AI-capex attention away from in-house Meta spend.

META is in a holding pattern — fundamentals are fine, but the marginal AI capex narrative is rotating to pure-plays (Anthropic, Micron) over hyperscalers. Subscription monetization story is too early to price.

Any concrete subscription pricing detail; Reality Labs Q2 read-through. $640 caps; support $625. PCE Friday matters less for META than for rate-sensitive peers.