1/ BTC Expansion. Dominance firm ~59%, alt index ~45, ETF inflows constructive, RSI mid-60s. 2/ BTC ~$79.1k (-1.4% 1D / +0.7% 7D / +22% 30D). ETH ~$2.49k. SOL ~$104. Market still BTC-led. 3/ What’s ripping: INJ +16-22% on volume. SUI +3%. HYPE high vol. LINK green. Quiet names stay off the page. 4/ Breaking: BTC ETFs +2k BTC (~$162M) daily, weekly ~$987M streak. Liquid Network paused after ~$320M BTC move (white-hat claim unconfirmed). 5/ Catalysts: Strong jobs data → hike odds up. PPI Thu / CPI Fri / FOMC next week. Solana leads RWA inflows $348M. Corporate BTC buys continue. 6/ What to do: BTC core. Build the alts already showing RS + news (INJ, SUI, HYPE). Do not blanket-ban alts in Expansion. Dead names stay out. 7/ Hot: INJ – clear strength + volume → position.SUI – bid holding → hold/add. 8/ Hot: HYPE – volume + attention → hold/tape. LINK – constructive → hold. SOL – RWA flows → core hold. 9/ Memes: selective only (PUMP volume). Tactical size if tape real. No last-cycle leftovers.