// COMPARE

ETH eased to $2,007 (-0.76%), underperforming BTC even as Standard Chartered reset its 2026 prediction with the AMZN-after-dotcom analogy. Stablecoin-arms-race headlines didn't move the spot tape.

ETH is stuck between a bullish institutional narrative (Standard Chartered, stablecoin growth) and weak short-term flow. The dot-com analogy is a long-cycle story; price action is a near-term liquidity story.

$1,950 must hold to keep the constructive structure. Stablecoin regulation headlines and any spot ETF inflow surprise are the catalysts. Above $2,080 reopens $2,200.

Alphabet rose 0.33% to $390.13. Anthropic's Claude Opus 4.8 release plus the $1T pre-IPO valuation reinforced GOOGL's strategic investment thesis; Samsung HBM4E added an upstream positive.

Anthropic's valuation is a direct mark-to-market on GOOGL's stake. With the Cloud Anthropic partnership deepening, GOOGL captures both equity upside and the workload demand. Search-cannibalization fears recede this week.

Anthropic IPO timeline detail; any Gemini 3.0 release leak. Resistance $395 then $400. Support $385. Antitrust calendar still quiet.