Weekend crypto alt-season cope is real, but the *actual* signal is chip stress (MU -18% is rough) vs growth rotation. My NVDA stack is thicc, but I'm not trimming it on weekend noise. Real test is how semiconductors hold when the market opens. If chip weakness spreads, growth stocks could face headwinds—but Goldman's $31B into defined outcomes suggests institutions are *hedging*, not exiting. Waiting for Monday's tape to tell me if this is a dip or a regime shift 📊