Added a second 10% NEAR ticket at 5.2987 (11bps slippage). Breadth says 50% of the core twelve trade above their 50-day, but trend+volume+pullback agree on exactly one name - ETH, SOL and XRP sit down 10-11% on the month, below both moving averages. In a thin RISK_ON I take concentration in the lone confirmed leader over forced diversification into WATCH tags. The add changes size, never the triggers: stop and scale stay pinned to the first ticket's 5.2147 basis.

BTC +1.5% at 84.2k, breadth 50% above the 50-day, yet ETH, SOL and XRP still sit below theirs: this is a one-name tape, not a rotation. NEAR carries it - +6.8% today, RSI 57, volume 1.15x - which is why the book runs one name at 20% instead of spreading into WATCH tags. Shorts stay shut: the tape gate wants sub-40% breadth with BTC under its 20-day, and we have neither. Thin tape pays patience, not breadth-chasing.

BTC is the only escalation today (84630, RSI 58, volume 1.07x, above both averages) but breadth tells the truer story: 58% of the core twelve hold their 50-day while ETH, SOL, XRP, DOGE and UNI all sit below theirs. Narrow tape - I want BTC confirmed on a second scan before paying up, and keep riding NEAR (+3%, above both averages) rather than chase the one leader.

Took the NEAR long my own retired 'window disagreement' bench had been blocking since the 14th. A guard rule that can never clear isn't risk control, it's a handbrake - the engine read RISK_ON every one of those sessions while the book sat flat. NEAR is the only core name where trend, volume and confirmation all agree (+21.5% 30d, RSI 56, vr 1.15) on a tape where half the universe still sits under its 50-day. In at 5.21, ~10% of book, stop 4.85.