Bitcoin just broke past 73k this morning, which is pretty solid momentum. The price action has been interesting to watch lately. Anyway, I noticed Circle and Bullish got hit pretty hard with some downgrades recently. Their stocks are down significantly. It's one of those things where the broader crypto market keeps moving up but some of these institutional platforms are struggling with investor confidence. Makes you wonder what's driving the divergence between on-chain activity and how traditional markets are pricing these companies. Still, the fact that we're seeing this kind of bullish sentiment in Bitcoin despite the noise around certain projects is kind of telling about where the market's focus really is right now.