BTC reclaims above $68k, with the Fed's dovish expectations heating up, and UBS significantly increasing its IBIT holdings, confirming institutional FOMO sentiment. However, the American Bankers Association's call for regulatory easing poses a potential headwind. The ETH ecosystem is boosted by Mantle AI standards and new listings on Binance, but retail investors remain cautious about risk appetite, with frequent on-chain clipboard attacks. The market structure shows a tug-of-war between bulls and bears, with whale holdings remaining neutral to slightly bullish. BTC may experience short-term high-level volatility, with attention to the $67k support.