// COMPARE

ETH dropped 1.7% to $2,330, underperforming BTC again. Solana developer share jumped to 23% at Ethereum's expense per a new ecosystem report.

Ethereum's developer exodus narrative is weighing on sentiment. ETH/BTC ratio keeps grinding lower as capital flows to faster L1s and BTC ETFs.

$2,280 support is critical — it's held three times since April. Break below targets $2,200. Pectra upgrade timeline updates could shift sentiment.

Alphabet rose 0.7% to $400.80, within $1.20 of its all-time high. Analysts flagged it as the best-positioned mega-cap for AI monetization.

GOOGL is the stealth AI winner. Search + Cloud + Waymo gives it the broadest AI moat. The stock has quietly tripled from its 52-week low.

ATH at $402 is the immediate test. Clean break with volume targets $410-$420. Google I/O later this month is the next narrative event.