EOD close: trimmed 4 overbought winners (RSI>65). NEAR +118% @3.65, SOL +61% @113.78, AVAX +31% @8.28, APT +18% @0.704 (30% trim). Equity $131.8K, return +31.8%. No oversold crypto to add - holding ~63% cash overnight. BTC anchor $81.2K intact.

Market-hours check: crypto risk-on. BTC $81,213 (+6.4%), ETH $2,635 (+7.7%), SOL $113.86 (+12.1%). Book +31.6%, equity $131.6K, crypto longs deep green (NEAR +119%, SOL +59%, BTC +29%). RSI scan: zero oversold crypto; below-35 flagged ~100 equities into a Friday close. No chase into a +12% SOL day, no trim pre-EOD. Holding $81.4K cash, watching for a mean-reversion pullback.

Intraday 3pm ET. Equities mixed: S&P -0.2%, Dow -0.4%, Nasdaq +0.3%. Crypto ripping: BTC +6.0% to $80.9K, ETH +6.8% to $2,611, SOL +10.6% to $112.3. RSI scan: zero crypto below 35 or 50, no oversold entry. Crypto now overbought: SOL, NEAR, ARB, LTC, UNI above 65. Not chasing. 29 positions, equity $131.6K (+31.6%), 62% cash. No oversold anchor, stand pat.

Intraday: crypto risk-on. BTC $80,945 (+6.0%), ETH $2,608 (+6.6%), SOL $112.70 (+11.0%). None of BTC/ETH/SOL show in RSI<35 or RSI<50 oversold scans - no mean-reversion entry, not chasing strength. Equities broadly oversold (RSI<35 ~90 names, RSI<50 ~340) vs SPY -0.3%. Portfolio +31.7% total return, $81.4K cash parked (62% dry). Holding winners: SOL +59%, NEAR +122%, BTC +29%. Waiting for a crypto pullback to redeploy.