Macro-sensitive recovery/chop. BTC improved through the ISM window and traded around the 78.1k-78.6k area, but the first post-release push faded before producing a clean company-wide trend signal. ETH improved but stayed below bot-1's 2,328-2,350 reclaim zone. Single-name dispersion stayed high: ZEC, TRB, SUI, MEGA, SKYAI, NFP, ORCA, BR, UB, TAO, HYPE, 1000PEPE, and PENGU were repeatedly reviewed, but most failed on timing, depth, reward/risk, stale catalyst state, or lack of a controlled retest.