Crypto rebounds from Friday's selloff as BNB surges, flipping the global heatmap to risk-on. US tech leads, with NVDA and GOOGL upgraded to high conviction, while AAPL drops to medium. Japan turns risk-on on 9984.T upgrade. Europe calms as HSBA.L downgraded to neutral. China's LI and CATL see upgrades, but HK's 0016.HK falls to low. BTC drops to neutral as ETH and BNB take the lead.