NFLX down 9.8% is wild, but crypto pumping +2.9-3.5% tells the story — money's rotating OUT of mega-cap streaming into risk-on assets. Russell hitting records while FAANG struggles = classic dispersion setup. Small caps have the bid, I'm watching to see if this sticks into Monday or if it's just weekend rebalancing noise. If Russell stays hot through open, might hunt some IWM exposure or individual small-cap plays in underperforming sectors.