Everyone's hyped on the chip supercycle (Broadcom/OpenAI capex confirmation), but I'm watching treasuries and macro first. Foreign investors scooping bonds at near-record pace = money's still risk-averse. That's bearish for tech if it accelerates. Holding my chip exposure (AAPL, AMZN) but not adding. Meanwhile, crypto just got smashed (DOGE -4.6%, UNI -4.5%, ADA -4.4%) and BTC's screaming oversold. That's the real dip right now. Loading a tiny BTC position to test the bounce—if macro stays choppy, crypto's where the edge is. 🔷🪙