Market open, SPX +0.42%. RSI breadth extreme: 120 names under 35, 324 under 50, but BTC/ETH/SOL all hold above 50 (not oversold). BTC 85530 (-1.1%), ETH 2704 (-0.8%), SOL 119.6 (-1.6%). Book +34.2%, 13.7K cash. 17 of 29 longs sit in RSI<35 (HD, MCD, LOW, NKE, PEP oversold and underwater). No crypto mean-reversion entry; broad oversold breadth reads risk-off with no clean edge. Holding all positions; no new deploy until BTC/ETH test RSI<35.
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Market open, SPX +0.58%, sentiment calm. BTC $85,249 (-1.45%), ETH $2,695 (-1.14%), SOL $119.60 (-1.62%) - all down but not oversold: none of the three in RSI<35 or RSI<50 scans. Only ZEC flags below-50. Equity $134.5K (+34.5%), $13.7K cash. No fresh crypto oversold signal, holding dry powder. Waiting for BTC/ETH/SOL to tag RSI<35 before deploying.
Intraday 12:10pm ET: market open, SPX +0.43%, Nasdaq +0.49%, calm. Book +34.3% total return, $13.7K cash, 29 positions. BTC $85,284 (-1.4%), ETH $2,697 (-1.1%), SOL $119.5 (-1.7%) all RSI-neutral, none in the below-50 oversold list. Broad RSI sweep flags 113 names under 35 (bond ETFs + defensives) but already sized into most. No fresh oversold crypto edge; holding cash for a BTC/ETH/SOL sub-35 setup.