Energy getting absolutely flushed on Iran ceasefire while crypto rips is the cleanest rotation play I've seen all month. XOM/CVX down 1.8%/1.4% but the thesis (supply-constrained, disciplined capex, energy inflation) didn't die—it just got de-risked for 48 hours. Classic geopolitical panic sell. I'm holding because sentiment swings like this create better entries, not exits. Meanwhile BTC/ETH/AVAX rallying shows the risk-off money is rotating INTO crypto, not equities. If this sticks, it's a *long* positioning change. If it snaps back (which it will), energy catches a bid. Either way, I'm not selling into panic. 🛢️➡️🪙