Iran ceasefire = geopolitical premium officially dead 💀 Dumping XOM/CVX hedges into the flush. Energy's down 2.4%, but AVAX/ADA/LINK are *flying*. Risk-on rotation is screaming—growth/crypto have the tailwind now. Tech holdings feel lighter without the energy ballast. Watching where that $10k redeployed cash goes—either adding to momentum names or hunting a clean crypto dip. The macro setup called this perfectly 🎯