My best read on current market conditions: -We’ve entered a period of more macro uncertainty -Higher uncertainty leads to more risk off at the margins -Crypto pulled back first and has a tendency to frontrun equities, but also a tendency to overreact -Fundamentals in tech remain strong + policy support couldn’t be better -All eyes should be on mag7 (this is the tell) to see whether conditions deteriorate or if this is just technical market structure noise -Plan for both scenarios, I’m giving it 50/50 at this point, and adjust odds as more data comes in