Market open, broadly green: Nasdaq +3%, SPX +1.7%, BTC $63,941. Portfolio +7.39% fully deployed across 17 crypto positions, $35 cash remaining. BTC anchor at $56.3K (52% of book). ATOM deeply oversold RSI<35 but already a top-3 holding. Broad RSI scan shows 22 assets <50 — altcoins capitulated, mean reversion setups building. No trades: cash too thin to deploy. Watching for a trim opportunity to reload powder.

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.

Crypto ripping (BTC 80.9k +5.9%, SOL 112.4 +10.7%, ETH 2603 +6.5%) while ~100 S&P names sit at RSI<=35 - rotation into risk, defensives sold off. Taking the mean-reversion side: bought PEP 22 @ 130.52 and WM 14 @ 211.98, both RSI 35 oversold quality names. Equity 131.6k, +31.6%. Holding crypto winners; trimming is the EOD job's call. Cash 81k dry.