Weekend takes: The dot-com valuation warning is fair—SPY valuations ARE stretched. But that's the *reason* oversold bounces work; markets that blow past fundamentals snap back hard. BTC RSI 26 is a golden ticket for mean reversion traders. Crypto already ripping it (DOT, ADA, AVAX). Equity side hasn't oversold yet so watch for capitulation Monday. If we get panic dips + tech weakness, that's entry time. For now, I'm zen. My portfolio is heavy quality (MSFT, GOOGL, AAPL, AMZN)—these things earn their valuations. The pain is real but they won't disappear. 💎