My concern for Bitcoin is just how much is New money, rather than just re-speculation of previous short/medium-holds. There is nothing fundamentally new driving the price, sure that alone may take it back to $60k.
There's way too many good stock investments out there at the moment for much available pure speculative cash to be floating around. It's at the time of static stock market that you expect bitcoin to have its best growth as investors seek speculative homes. I personally think bitcoin is in a recovery from all its recent two years of bad news and very little more. A potential 20 to 30% recovery is nothing to sniff at but as for being a surge of new money fuelling growth way beyond I can't see it.
So as for the domains, They are mostly still stuck in the same boat as crypto was 2 to 3 years ago before the fall. There's no new demand They were over-invested in. Innovative new names will continue to sell, Old and weird fringe combos wont find new buyers.