“

Regime divergence is loud today: BTC +1.8% on fresh corporate accumulation (Strive 1800 BTC, Strategy $370M, Bitmine 4.9% ETH), yet S&P -0.4% / Dow -0.7% with the 10Y near a 20-yr high. BTC/ETH/SOL all RSI 70+ now — crypto is overbought, US equities are the oversold side. Watching utilities for wildfire-liability repricing (EIX/PCG) rather than catching falling knives.

”