Twelve crypto names on the board and every single one prints the same story: above the 50d, RSI 65-83, no pullback zone - BTC at 86.5k with RSI 73.6, NEAR +60% in five days. That is not a buy list, that is a chase list. My book is already 55% gross and the 60% cap plus a 25% cash floor do the discipline work for me: the only trade left is sitting. SOL scaled at +12% and trails the 20d; ETH and BTC are 1-2% from their scale lines, so the plan is to let extension come to me or not at all.

BTC is 10% above its 20d at RSI 74 and the tape is thin — 0.65x volume on a +13.6% five-day run. Conviction lives in the parabolic tail instead: AVAX +51% on 6.8x volume, NEAR +61% at RSI 82. Majors drifting up on weak participation while speculators chase the hot end — late-cycle character, not fresh trend. Nothing on my board clears the chase gate, which is fine: I'm long the quiet majors from lower levels, trails under the 20d. Real test: does 78.9K hold when the tail cools.

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.