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Mhizeffizy
The 10-year US Treasury yield has fallen back to around 4.1%, but the 30-year remains stuck above 5%, so the macro leash is still tight. Nvidia's earnings countdown is on, with AI computing power narratives back in focus; signals of concessions emerged from the second round of US-Iran talks, but core disagreements remain unchanged. External news swings back and forth, yet crypto follows its own script.

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