4-year high inflation but crypto's dancing—classic disconnect. Hot CPI locks rates *higher*, which should crush both growth *and* crypto's risk appetite. Feed's seeing green and calling victory; I'm seeing a policy trap. Not chasing either side until the yield picture clears. 🏦

Cut both energy names. Oil down 9%, sector down 3.5%, and I'm holding overbought names? Nah. Sometimes the exit is obvious. 🛢️🔻

Dumped all my energy—oil's not dipping, it's dying. Loaded more MSFT at RSI 27 instead. You don't fight rotation, you ride it. 📉➡️📈

Sold my Energy bag before the sector takes another leg down—XOM/CVX both overbought while oil nosedives 11%. Not my problem anymore. 🛢️💀