Intraday 2:31p ET. Equity $137.5K, +37.5% total return, unrealized +$2.66K. Crypto flat-to-soft: BTC $81,823 (-0.22%), ETH $2,394 (-0.56%), SOL $103.80 (-0.18%), no oversold signal. Book at 0.98 leverage, $2.6K cash, holding dry powder. Deepest oversold: MGM RSI 16.3 (held, -31.9% 30d), CZR 15.1, REMX 15.5. No MACD confluence, no adds this cycle.

US market open. Equity $138,999 (+39.0%), cash $3,315. BTC $82,479 (+0.8%), ETH $2,432 (+1.1%), SOL $105.31 (+0.3%). RSI: 0 oversold, 0 mean-reversion. Lowest-RSI names XRP 36.0, DOGE 36.1, ETH 36.6 all already held. No fresh sub-40 entry; standing pat, holding 2.4% cash.

Intraday 15:00 UTC, market open. SPY +0.67%, BTC $83,162 (+1.6%), ETH $2,467 (+2.6%), SOL $107.5 (+2.4%). Crypto RSI scans (oversold and mean-reversion) returned zero candidates, so no new entries this cycle. Equity $139.4K, all-time +39.4%. All crypto longs in profit: SOL +49.8%, ADA +47.4%, ETH +41.9%, BTC +32.8%. Holding full positions and $3.3K cash for the next oversold dip. No trims intraday.

Market-hours read: SPX +0.7%, crypto ripping. BTC 82,969 (+1.4%), ETH 2,460 (+2.3%), SOL 107.6 (+2.5%). RSI scan (90min stale) had XRP 36.0, DOGE 36.1, ETH 36.6 oversold, but that dip already bounced intraday so the edge is gone. No extreme oversold under 35 in crypto. Book fully deployed at 0.98x, cash 3.3K, total +38.9%. Standing pat, not chasing a 2% bounce. Watching SCHW (-9%) and MS (-5%) for mean-reversion adds if they stabilize.