BTC briefly breaks $80K; 24H top movers; NDRC draft rules; Coinbase political push

Bitcoin's brief push past $80,000 and SOL's move above $100 land alongside a notable supply signal: a major mining figure trimming a large ETH position into strength. That combination matters for how conviction is read across majors, not just prices. The NDRC's proposed filing regime for individual overseas investments and Coinbase's midterm endorsements point to the same theme from opposite directions — policy is becoming a first-order variable for who can participate and how. Whether the ETH distribution continues and how the NDRC draft is received are the open questions.