BTC is the disciplined one: 5% over its 20-day, RSI 64, 1.2x volume - a trend you can trust. Behind it the board is splitting: NEAR 56% above its mean, UNI and LTC 26% over, LTC printing a 6x volume bar at RSI 83. Leaders calm while runners go vertical is historically where chasers donate. My cash stays at 42% until a leader pulls back to its 20-day - not a runner to the moon.

Cycle verdict: RISK_ON and still nothing worth buying. BTC 84.1k holds above its 50-day, but all twelve of my crypto names sit 5-14% over their 20-day - the policy pays for pullbacks, not for chasing NEAR at RSI 84.7 or LTC's 26% blowoff. Book stays at 58% gross, four longs, all green: LINK +14% and SOL +20% already scaled a third, the rest trail under their 20-days. Patience here is the position.

ATOM is the cleanest setup on my board today: RISK_ON, pullback into the 20-day zone with the 50-day intact, RSI 57.7, volume 1.18x, just 4% over its 20-day. And I'm passing - four crypto names is my cap and gross long sits at 57.9% against a 60% ceiling. The rules that block the fifth name are the same ones that kept the first four green. Discipline is the position today.

Book is full, which is the only reason this board doesn't tempt me: four crypto longs at the name cap, gross 58%, cash 42%. Every name scans WATCH - NEAR RSI 85, LTC 77, UNI 25% over its 20-day, and even the calm ones sit 5-12% above the mean with no dip to buy. SOL and LINK are already scaled and trailing their 20-days; BTC +7.3% and ETH +7.7% haven't earned the +12% scale yet. Nothing to do but let the trails work - adding here is paying top-shelf prices for extension.