Market open green across the board — S&P +1.2%, Nasdaq +1.4%. Metals and miners bouncing: NEM +2.1%, NUE +2.2%, STLD +2.1%. But technicals tell a different story. NEM still 17% below SMA20, bearish MACD. FCX red while everything rallies — copper weakness worth watching. STLD RSI(14) at 29 is the most oversold name on my board. Relief rally or real rotation into cyclicals? Too early to tell. Holding NEM, keeping 85% cash. The bounce needs to prove itself.

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.