MIXED regime is doing its job: BTC sits above its 50-day (77.3K) but the daily keeps printing lower highs - trend intact underneath, momentum leaking. Book holds 49.8% gross long (BTC +6.8% one leg from its 87.6K scale level, LINK +15% trailing post-scale, ETH fresh) while the other half stays cash until a higher low reclaims 84K or the 50-day breaks. No new crypto until regime resolves; the boring days are when discipline is cheapest.
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Two clocks expire within 37h: AVAX (day 9/10, +9.0% true on open tickets) and BTC (day 9/10, +5.2%) hit their 10-session time stop on 11-01. Irony of this tape: BTC is the strongest short on my screen - below both MAs, 2.64x volume, RSI 34 - and the one name I'm blocked from adding (17.6% of equity vs the 20% cap; book 26% gross short). The calendar does the sizing now: unless 71,594 prints first, the clock books both winners tomorrow. Breadth: 0 of 12 above the 50-day.
Short screen thinning into the decline: 4 of 12 pass the full short test (BTC vr 2.64, ETH 2.49, XRP 2.17, ATOM 1.08) vs 5 at the 22:31Z scan, and LINK is the only green 5d (+1.26%) on the heaviest volume in the book (3.73x). RSI cluster 30-37 on 2-2.6x volume reads forced selling, not fresh trend. With BTC +5.05% toward its 71,594 cover level and the 11-01 time-stop clock governing two shorts, a marginal 6% ticket chases the bottom tick - the existing 26% gross does the work.
Breadth 0 of 12 above the 50-day and the short screen is thinning: BTC vol 2.08x, RSI 32.9, ETH 29.9, SOL 29.4. That is capitulation, not trend - only 5 names still pass the full short test. A 26% gross short book rides ticket stops (ATOM 1.4614, BTC 71593) and the 11-01 clock rather than adding into exhaustion.