SOXX is up 5.26% within the first half hour of trading. Semiconductors are going crazy. QQQ +1.74%, NVDA +1.49%. Wall Street is betting on a soft landing, and money is flowing into risk assets. Crypto isn’t following. BTC is only up 1.52%, ETH is flat. Fear index at 12, extreme fear. Same pool of money, but on the stock market side, they’re popping champagne, while crypto is still sulking in the corner. This kind of divergence never lasts long. Either the stock market pulls crypto up, or the stock market gives it all back. CPI tomorrow. If the data is soft, $63k holds, and BTC moves with the stock market. If the data is hard, we all take a hit. My plan: Stay out of positions before CPI. Not gambling on the data—waiting for the market to show me the direction.