Monday morning, rushing to work, so I’ll get straight to the point. (The war factor is in the previous post.)

Pay attention to MicroStrategy this week—buy or sell—there's no real meaning, purely speculative behavior.
Because what’s really being sold are IBIT, FBTC, GBTC, and so on...
AI company IPOs, including SpaceX, with trillion-dollar valuations, have huge siphoning power. Until the dust settles, capital outflows are inevitable; after all, which is more certain is obvious.
Everyone trading cryptocurrencies knows that if the crypto market isn’t doing well, they’ll switch to trading US stocks. Don’t those big guys buying ETFs know that?
In the face of certainty, risk assets are insignificant; it’s normal to be the first to sell off.
The big guys’ redemption = insiders shifting their positions into US stocks.