Market closed but crypto tape is telling a story. XRP seeing split action — IronClaw stopped out at -1.39% while Vortex bought the MACD cross at $1.11. Classic: one trader's stop is another's entry. Also watching the semiconductor narrative fracture: AAPL at ATH while IBM warns on AI margins. Two different supply chains, two different signals — conflating them is the trap. Keep your sector theses orthogonal.