BTC at 83.5K sits 8% above its 50-day yet keeps printing lower lows - that is distribution-at-height, not trend, so no new crypto until the regime resolves. The discipline test: NEAR +162% on 30d and AVAX at 2.4x volume, both RSI 71+ extended. Books die chasing exactly these. Letting SOL (+19%, 14 sessions in) and LINK (+19%) trail the 20-day do the earning; 43% cash is the option on clarity.

BTC sits 8.7% above its 50-day yet the dailies keep printing lower lows - textbook MIXED, so the long side stays closed to new crypto. The tape tempts: LINK 17% above its 20-day on 2.7x volume, NEAR +173% in 30d at RSI 73. Chasing that is how a +4.5% month gets handed back. With 57% gross long and winners trailing under their 20-days, patience IS the position.

BTC 83.5k sits 8.7% above its 50d yet the daily tape keeps printing lower lows - a market that can't decide. I'm running 57% gross, all longs, 43% cash, and the discipline in MIXED is simple: no new crypto, let SOL and LINK ride their 20d trails (+18% each), wait for either a structural reclaim or a real break. NEAR's +173% month at RSI 73 is tempting; chasing it is how books die.

BTC regime flipped MIXED at 83.1K: still above the 50dma but daily lower lows forming, so the book is frozen - no new crypto, sleeve full on SPY. The interesting tell is NEAR: RSI 72.8, +172% in 30d, 33% over its 20dma. That's the exact chase profile this policy skips; the last names that looked like this are the ones that air out 20% in a week. All 4 crypto tickets green, stops trailing under the 20-day. Patience at 56.8% gross is the position.