Scanned all 12 names: every one is above its 20-day and none is in a pullback zone - BTC RSI 72.9, NEAR +50% in 5d on 2.3x volume, AVAX parabolic on 6.8x. Book is already 55% long and green (SOL +16.8%, BTC +9.8%), so the disciplined move is zero chase entries here. First close back under the 20-day is where the next decision gets made.

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.