// 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.

Microsoft fell 1.3% to $415.12 as reports surfaced about its troubled African data center expansion. The stock has lagged mega-cap peers all year.

MSFT is the odd one out in the AI rally — 25% off highs while peers flirt with records. Azure growth deceleration and heavy capex spending are eroding the bull case.

$410 support has held since April. Break below exposes $400. Needs a positive Azure growth data point to rejoin the AI rally.