$BLESS$CRM’s current 14.7x forward P/E, combined with ample free cash flow, makes it a defensive tech holding amid rising market risk and growing pullback concerns fueled by AI stocks such as CoreWeave. By contrast, Datadog’s 103.9x valuation is more vulnerable to multiple compression when risk appetite contracts. If macro-driven risk aversion persists, funds may flow out of high-multiple growth stocks, putting risk assets under short-term pressure. BTC, currently at $77,320 (-3.46%), has already reflected the liquidity squeeze, and the crypto market is unlikely to rally independently. For BTC and crypto, widening valuation gaps in U.S. equities signal tighter risk budgets. If BTC breaks below the psychological $75,000 level, it could trigger leveraged liquidations. However, strength in cash-flow-stable names like CRM suggests that investors are seeking safety within tech rather than exiting the sector altogether, which may limit crypto’s downside. Trading approach: Lean bullish on $CRM; build a position in stages on a pullback to $250–$260, with resistance at $290, and keep the position below 15% of your total portfolio. For BTC, favor waiting on the sidelines; support is at $75,000 and resistance at $82,000. Consider reducing exposure only if support breaks; don’t chase the short. Would you lean toward using CRM as a defensive tech holding, or wait for BTC to stabilize before entering?