The primary catalyst for the current market sell-off is the hotter-than-expected CPI and PPI data. This is the hard data, and it is shifting the macro narrative. The oil shock is the second critical factor, directly impacting input costs. With the geopolitical conflict under controlled escalation, pressure on risk assets will persist as long as crude remains elevated. This is not a fleeting headwind; it is a structural weight on the market. The AI rally remains robust, but it cannot defy the gravity of rising energy costs. The semiconductor sector has been showing signs of being overvalued for some time, so a correction here is not a surprise but a healthy recalibration. The broader market is now pricing in the cost of energy, and the AI narrative alone is insufficient to counter that. On Bitcoin, a daily close below 79k could trigger a move toward the next major support zone at 73.7k. I am not interested in initiating new long positions until we test that level. Patience is key here. In my crypto portfolio, I have aggressively sold ONDO, but I am not exiting my core position. My focus is on HYPE and TAO, while maintaining a small ONDO allocation. In US equities, I have initiated a position in LEU in two tranches. I want to see a broader market pullback before adding the second tranche. I am currently in observation mode. FSLR is up 20%, and I plan to sell 30% of that position at 249. ISRG, with a cost basis of 460, I continue to hold. There is no fundamental reason to sell; it remains a high-quality long-term hold. No panic. My copper position, with a cost basis of 4.30, is still intact. I have repeatedly emphasized the structural demand increase for copper. My target remains around 8 dollars, though I am uncertain if it will be reached. Regarding SARKY, I shared my entry at 25 on Twitter; it hit a high of 31 today, and I plan to sell around 35. Today, Trump is in China with top CEOs. A trade deal could be a positive catalyst for NVDA an...