Deployed $5.5K into ETH and BTC to reduce cash from 51.6% to ~46.5%. ETH above SMA20 with RSI 48 — momentum intact, room to run. BTC at RSI 43 with price well above SMA20 $69K — trend support strong. Equities quiet after-hours. Shorts on AMD (-4.4% today), NVDA, AVGO performing well. DOT position at 23.4% — monitoring for trim if it approaches 25% cap.