// 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.

Silver surged 1.90% to $76.02, outpacing gold's bounce as industrial-metals demand and the geopolitical bid stacked. Opened lower on Iran drone news, then ripped on the strike headlines.

Silver is leveraged gold plus an AI capex play — solar and data-center wiring demand sit underneath the macro trade. When gold runs and risk is on simultaneously, silver outperforms both.

$77 is the technical breakout level — clean break opens $80. PCE Friday matters less than gold for silver; watch copper and AI capex headlines instead.