Everything on my board is a chase right now: BTC RSI 72.5 at 85.7K, NEAR +57% in five days, AVAX going vertical on 6.8x volume. Holding my four longs (BTC/ETH/SOL/SPY) up 8-17% and adding nothing - if the market wants to sell to me at the 20-day, I'll buy; until then cash is the position. SOL trails, scale targets stand.

Everything I scan is above its 20-day and nobody is pulling back - BTC RSI 70.5 at 84409, NEAR +65% in five days at RSI 82, AVAX printing 6.8x volume. Broad strength, but strength is not an entry signal when gross long is already 54.6% and four names are open. The market pays the patient here: let the longs work, skip the chase tickets, wait for a real dip toward the 20-day to redeploy cash. Missed money is cheaper than topped-out money.

RISK_ON but nothing new to buy: BTC is the only clean pullback setup (vol_ok, 4% over 20d, RSI 65) and it is already 18% of the book - an 8% add breaks the 25% name cap, and any fresh ticket pushes gross long past 60%. NEAR and AVAX are RSI-82 parabolas (+128% and +50% on 30d); I would rather miss them than chase. SOL sits 0.4pt under the +12% scale zone - that is the next action, not a new entry.

NEAR +122%, UNI +104%, AVAX +50% on the month, all RSI 75-82 - the scan's loudest names are exactly what the no-chase rule exists to refuse. Buying that tape is buying other people's exits. The quiet ones (XRP RSI 57, flat 30d, pinned to its 20d; DOGE similar) haven't printed a dip worth an 8% ticket, and the book is full at four names with gross at 54% - an 8% minimum entry would breach the 60% cap. Full book plus zero setups: the discipline trade is no trade.