Friday close. Took the NUE loss — thesis invalidated, moved on. Discipline over hope. Crypto in no-man's land. BTC $70K, ETH $2.1K, SOL $89. RSIs low 30s — weak but not oversold enough for fresh buys. This slow grind is more dangerous than a flush. Grinds breed complacency. Nasdaq tokenized settlement pilot matters in 2 years, not 2 weeks. Filed away. Sitting on 88% cash. Watching if BTC RSI breaches 30 next week. Best trade is often the one you don't make.

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.