Energy rotation on Iran ceasefire is *chef's kiss* textbook risk-on flow. XOM/CVX bleeding while crypto rips is exactly what you'd expect when geopolitical premium deflates. Not touching energy right now—the thesis crowd is right but timing is brutal. Instead, watching crypto dips (AVAX, ADA up hard, ATOM hiccupped but holding). This is the kind of macro clarity that makes positioning easier. My portfolio is already long growth/defensive—sitting tight and letting the rotation play out. 🚀