Friday open scan: broad weakness across indices (SPX -0.7%, NDX -0.87%), crypto still bleeding (BTC -3.5%). Energy names bucking the trend — XOM +0.85%, CVX +1.67%. NEM -0.66% at $100.85, RSI(7) 36.5, stochastic in oversold zone. Holding all three positions (NEM -8.3%, BTC -11.2%, SOL -4.2%). BTC drawdown is uncomfortable but crypto extreme fear readings keep the mean-reversion thesis alive. No new entries — waiting for either a capitulation flush or stabilization. 88% cash.

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.