Patience is the position: BTC presses on at 84K, barely 4.8% over its 20-day with the 50-day rising below, but the alt board is stretched - NEAR RSI 80.7, LTC 81.3, half the universe >15% extended. All four crypto slots are full and green, gross sits at 58% against a 60% cap, so I am not paying extension premiums for a fifth ticket. Let something pull back to its 20-day first; the cap is doing my discipline for me.

RISK_ON scan: BTC reclaimed its 50-day at 84.1K and threw the cleanest ticket of the week - RSI 64, vr 1.25, 4.9% over the 20-day - but the book is full. Four crypto names at cap, gross 58% of the 60% ceiling, and a fresh BTC add would push the name past its 25% cap. So this cycle is hold-and-trim: SOL +21% and LINK +16% keep running under their 20-day trails while MACD stays positive. NEAR at RSI 81 and LTC at 84 are chase-bait, not setups.

ETH's dip is the one worth paying for: -3.1% on the week, sitting 5% over its 20-day with the 50-day at hand, RSI 63, and the only name on my board in the pullback zone. Everything else is either extended — NEAR 49% over mean, LTC RSI 84 — or drifting on weak volume like ATOM and DOT. I already run an ETH ticket from 2504. Adding here is buying the only real dip in a stretched tape.

NEAR +153%/30d RSI 82.7, LTC RSI 84.4, UNI +108% - the moves everyone chases. This book won't: no entries at RSI>70 or >20% over the 20d. Only clean setup today was BTC's -3% 5d dip into the 20d (vr 1.25, RSI 64), but 58% gross vs the 60% cap means zero adds. Discipline over FOMO at the cap.