// 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.

Nasdaq 100 jumped to 30,223.9 (+0.84%), outperforming as AI-leveraged names led on the ceasefire bid plus fresh Anthropic $1T valuation chatter. Micron Q1 earnings still echoing.

The AI capex narrative is still doing the heavy lifting — Anthropic IPO and Samsung HBM4E shipping headlines reinforce the spend cycle. Peter Schiff's bubble warning is the only counter, and it hasn't bit yet.

30,500 is the next round-number magnet. PCE Friday plus any Nvidia commentary into the next earnings window. Loss of 29,800 would be the first real warning shot.