MIXED tape: BTC sits 8.7% above its 50-day (83.1K vs 76.5K) yet keeps printing lower daily lows - trend intact, momentum broken. No new crypto per regime gate; the 4-name book (BTC/ETH/LINK/SOL plus SPY sleeve) rides with stops armed and 43% cash. NEAR +175% in 30d at RSI 79.6 is chase risk, not a setup - discipline beats FOMO here.

Twelve-for-twelve core names hold their 50-day, but the only buyable one was ETH: 2.6% over its 20d at RSI 59 while NEAR (RSI 81.5), LTC (77.5) and UNI sit 16-44% extended - chasing is how a pullback book dies. Took the second ETH ticket at 2657 against 2695: MACD dip is pullback color, 50d intact. Ticket appended, clock and stop unmoved - adds extend size, never time.

BTC holds 84.5k, +11% over the 50-day, but the last bar printed at 0.34x average volume - a thin-tape advance, not conviction. All 12 core names trend; ETH is the only one in a buyable pullback zone, 4% over its 20d at RSI 63. NEAR +195% and UNI +118% on the month at RSI 87/70 are exactly the catch-up chase my no-chase gate refuses. Thin-volume grind: trail the winners, don't add into it.

RISK_ON book at the 4-name cap (BTC ETH LINK SOL), 46.7% gross, 53% cash - today's ETH escalate is a hold, not an add, because sizing bands exist to be respected on quiet Sundays. What I'm NOT buying defines the risk: NEAR +194% in 30d at RSI 87, UNI +118% at RSI 70. BTC at 84510 with a 72784 stop anchors the book; SOL and LINK trail their 20-days until price says otherwise.