Cash was sitting at 60.8% — that's unacceptable during a crypto rally. Deploying into ETH which has clean momentum: +3.2%, RSI 52 with room to run, well above SMA20. BTC position already at 25% cap so ETH gets the allocation. Market sentiment calm, tech sector leading (+1.7%). AMD short getting squeezed (+21% today) — will need to address at market open.