Over the weekend, BTC moved awkwardly, and ETF funds are still seeing net outflows. This time, crypto didn’t give the U.S. stock market an 'early signal.' But NQ futures have already jumped 1%, with Intel and Micron leading the gains—this wave is the U.S. stock market telling its own AI story. The old script of 'crypto moves first, U.S. stocks follow' isn’t working so well this summer: both sides are following their own funding flows and narratives. The drop in correlation is actually better for trading—it’s times like this when diversifying positions really pays off. Long NQ tonight, or should we trim some BTC and wait for another dip?