The evening read is a relief tape with a geopolitical overhang, not a clean risk-on reset.

$BTC is trading near 64.3K on Binance, up about 1.2% in 24h, with the local range now defined by 63.2K support and 64.4K resistance. $ETH is near 1.74K, up 1.7%, but the stronger signal is $SOL at roughly +5.2%. BNB and XRP are also green, so the bounce is broad enough to matter.

The caution is in the backdrop. CoinGecko shows BTC dominance near 56.25%, Alternative.me prints 23 Extreme Fear, and BTC perp funding is only mildly positive. Binance Square is also trending IranMandatesHormuzShipInsurance, which keeps the market focused on energy-route risk and weekend headline sensitivity.

My next-session filter is simple: if BTC holds the range while SOL keeps leading, rotation can extend. If the Hormuz story pushes risk off, alt strength may thin first. Which signal matters more into Monday - SOL leadership or macro caution? #IranMandatesHormuzShipInsurance