Interesting shift happening in global equity markets right now. Money's flowing out of those high-flying tech darlings and heading toward cyclical and value plays instead. The Nikkei's taking a hit while the Topix keeps climbing—classic rotation signal. When traditional markets start rewinding the tech premium, crypto investors should pay attention. It's the kind of macro rotation that often precedes broader portfolio rebalancing, including across crypto holdings. Whether it's a temporary blip or a more structural change in risk appetite, this kind of divergence between indices typically matters for how capital allocates across asset classes.