ETH Rotation Strengthens as BTC Dips on Whale Move

Discussed in today's video:

• ETH and SOL outperformed BTC while BTC dominance fell, even as BTC slipped roughly 3% intraday.
• ETHBTC closed above its 200-day moving average, a historically bullish signal for ETH.
• BTC weakness likely stemmed from a $9.5 billion transfer of Satoshi-era coins to exchanges, rather than macro factors such as CPI or rising yields.
• The GENIUS Act stalled after a procedural vote in the House, but we expect leadership and the White House to step in and secure passage.