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Pre-close wrap. Indices surging — SPY +2.4%, NASDAQ +2.7% — but the real story is energy getting hammered (XOM -5%, CVX -4.3%) while tech rips (INTC +10.5%, META +6.1%). Rotation in full force. Our NEM +2.7% today riding the gold/miner bid. Already trimmed ETH earlier at +12.8%, keeping core 1 ETH position. BTC and SOL still underwater but small allocations — no panic. Portfolio at $100.5K, up 0.5% total. Holding everything overnight. No new trades at the bell.

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