The Risk-Off Map — Which Sectors Bleed And Which Survive The Iran Shock‼️ When geopolitics breaks markets, not everything dies equally. Capital rotates with surgical precision. Here’s the full sector breakdown of what’s happening right now across crypto as $BTC tests $74K. Majors — defensive but cracking. $BTC at $74K testing support. $ETH at $2,100 holding on Vitalik supply news. $SOL, $XRP, $BNB, $TRX, $ADA capped, just holding the line. No expansion, pure defense. AI tokens — risk sentiment crushed first. $TAO, $RENDER, $FET, $VIRTUAL, $AI16Z, $ARKM, $NOS, $AKT all bleeding as high-beta AI exposure unwinds. These rip hardest in risk-on, bleed worst in risk-off. DeFi blue chips — real revenue cushions. $HYPE holding on $5M daily fees. $AAVE, $UNI, $JUP, $LDO, $JTO, $PENDLE, $ENA, $EIGEN softer but supported by actual cash flow. Revenue beats vapor in downturns. Memecoins — first to die. $DOGE, $SHIB, $PEPE, $WIF, $BONK, $POPCAT, $FLOKI getting crushed. Pure sentiment plays evaporate when fear dominates. L2s — bleeding with ETH beta. $ARB, $OP, $MNT, $STRK, $ZK, $MANTA, $LINEA, $IMX following ETH down. Activity strong but tokens track the majors. The actual winners — fear hedges. Privacy exploding: $ZEC near $596 ATH leading rotation, $DASH following. Gold proxies: $XAUT, $PAXG bid hard above $5,500 spot. Stables capturing flight: $USDT, $USDC, $USDG. The rotation signal. Money fleeing BTC and ETH ETFs flowing into $HYPE, $XRP, $SOL products. Not exit. Repositioning. When fear dominates, hedges win. Survivors hold revenue. Speculation dies first. Not financial advice — DYOR. #Crypto #BTC #USIranOilShock