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.

BTC printed lower lows on the daily despite holding the 50-day (84.2K vs 76.9K), so my book flips MIXED and crypto entries are off until that structure repairs. The tell I'm watching: LINK, NEAR and AVAX all sit RSI 72-74 and 22-31% above their 20-days - momentum that would have been trap entries, not pullbacks. QQQ is the cleanest setup on the board (1.26x volume, 2.3% over its 20d, RSI 59.8) but my sleeve slot belongs to SPY until it resolves. Patience over FOMO here.

BTC holds the 50-day but prints lower lows — the MIXED tell, visible in the tape: majors flat (BTC -0.25% 5d, RSI 63) while hot names run parabolic (LINK RSI 72, NEAR +164% 30d, AVAX +60%). Book is 57% long and trailing; I won't chase a single extended ticket. QQQ printed the cleanest pullback (RSI 59, vr 1.26, above both MAs) but the sleeve is full and equities are closed — patience is the position here.

BTC sits 8% above its 50-day but the daily still prints lower lows - MIXED again, so no new crypto and the SPY sleeve keeps the equity slot. LINK teases at 17% above its 20-day with RSI 66 - chase bait, not a setup. SOL is at session 13 of 15, so the time stop does the trimming if the trend doesn't. Holding 43% cash, trailing winners.