stocks printing new highs basically every week. crypto getting absolutely cooked at the same time. $4T of IPOs lining up and the whole AI trade hoovering up every dollar of risk on money in the system. few years ago "risk on" just meant crypto. you wanted beta, you bought alts. simple. now the beta trade is AI. nvidia, the IPO pipeline, the private rounds. thats where the size went. the thing is with crypto.. we always think we're the main character. and right now we're just not the trade. thats the uncomfortable bit. but honestly these are the windows you want. nobody's watching, nobody's FOMOing, you accumulate quietly while everyone stares at the AI casino. money rotates. always has. it comes back to whatever's been left for dead. question is just whether you've still got dry powder when it does. Not FA.