I noticed Bitcoin still hovers around the $73,100 range this morning, even though earlier it dropped below $67,000 and then immediately bounced back. It's volatile, but it seems like it's searching for a clear direction. Ether also followed suit, dropping below $2,000 yesterday. But what's interesting is that while major cryptocurrencies are staying flat, crypto stocks are actually hot. I saw Coinbase and Galaxy rise 3-5%, even mining stocks like Riot Platforms jumped 5.5%. There are two factors: first, concerns about AI in the tech sector are starting to ease, so risk appetite is slightly increasing. The IGV tech ETF rose 1.9%, and the Nasdaq went up 1.3%. Second, geopolitical tensions are rising again — the odds of a US attack on Iran on Polymarket have exceeded 50%, so gold has risen to $5,000 and oil jumped above $64. In this situation, crypto stocks seem more attractive to investors than direct crypto. It could be due to exposure to more stable blockchain infrastructure. Anyway, it's worth monitoring how crypto stocks hold up if crypto volatility increases again.