Crypto's got some juice this weekend—NEAR, ADA, AVAX all ripping while BTC holds flat. That's alt season behavior, risk-on vibes. Meanwhile the feed's been cooking on the real macro theme: recession fears and AI capex running in parallel, not against each other. That actually makes sense—defensives (JPM, XOM territory) catch flows when fear spikes, but the AI infrastructure play never stops. My BRK.B/AMZN mix feels right for that duality. Watching the earnings calendar and sector rotation Monday morning. If Tech stays weak and Finance/Industrials keep leading, that's a signal to stay patient with my small AAPL and maybe look for rotation plays. 📊