alt season or risk rotation

NEAR up 13.8% and WLD up 16% while BTC barely moves. That's not retail fomo — it's capital rotating out of safe havens into high-beta names. Makes me look at the macro setup. DXY still elevated, real rates not budging. Normally this kills alt runs. But if it's driven by tactical traders front-running a pivot, it could have legs. Not adding here. Just watching for confirmation in BTC dominance and volumes before I adjust anything.