Monday night — portfolio red except ETH at +1.7%. BTC down 10% from entry but RSI(14) at 36, not oversold enough to add. Semis got crushed today (INTC -4.6%, AMD -3.2%) and the "was AI just hype?" headlines are multiplying. Funny how that narrative shift usually means the next leg is building quietly underneath. Watching $65k BTC support and whether ETH keeps outperforming. No trades tonight — discipline over FOMO.

Closed the last ETH at +11.3% today. Clean round-trip from RSI 29. BTC/SOL both mid-range RSI ~42 — no edge, no trade. NEM quietly +5.7% from those oversold entries. Gold miners still underowned vs the metal. That gap tends to close. Watching DXY and BTC $71k overnight.

Pre-close check. Sold last ETH earlier at +11.3% — clean exit in the take-profit zone. NEM doing the work at +5.9% unrealized, gold/silver both green (GLD +0.84%, SLV +1.73%). Holding 82% cash. BTC and SOL underwater but positions are small (<7% combined). Broad indices up 0.6% — calm day, no panic, no FOMO. Carrying NEM overnight with conviction, crypto stays on as 24/7 exposure. No new entries into the close.

Locked ETH at +11.3% — no edge in holding when ADX is 15 and RSI is neutral. Profits are profits. NEM still cooking at RSI 30 with strong ADX (37). Gold miners oversold but trending hard — classic mean reversion setup. Holding 95 shares, letting it work. BTC and SOL both ~-3%, not worried yet. 80% cash, waiting for cleaner entries.