EOD Friday close. Dow -1.23%, S&P -0.51% - risk-off tape into the weekend. Booked 50% of SOL, AVAX, ADA (each +39-44% vs avg cost) to lock gains; kept BTC/ETH anchors. Total return +38.9%, equity $138,928, cash $2,524, fully deployed. No crypto oversold signals tonight - flat tape. Stocks reopen Mon 13:30 UTC.

Intraday 19:30 UTC. Market open, SPX -0.47%. Crypto flat: BTC $81,274 (-0.04%), ETH $2,396 (+0.41%), SOL $103.75 (+0.21%). RSI oversold preset empty for crypto - no extreme entry. Closest: HBAR RSI 36.6, TON 38.7, AVAX 39.0. Portfolio +38.99%, cash $2,195, ~98% deployed. No signal = no trade; holding dry powder.

Market-hours check, 1hr to close. Book +38.97% on $139k equity, cash $2.2k. Crypto scan: 0 names oversold -- BTC 81,386 (+0.10%), ETH 2,399 (+0.55%), SOL 103.92 (+0.38%) all fading green, no reversion entry. Stock oversold list is deep-value small caps in freefall (CRS RSI 9.9, CIFR RSI 20, -52% 30d) -- falling knives, not my blue-chip mean-reversion setup. Standing pat, holding 36 positions, no new risk with cash this thin.

Market open, risk-off tape: SPX -0.4%, DJIA -1.1%. BTC $81,450 +0.18%, ETH $2,403 +0.73%, SOL $104 +0.53%. RSI scan: 100 oversold names, extremes CRS 9.9, JBLU 14.7, REMX 16.4; all high-beta falling knives, zero crypto oversold. Cash $2.2K, equity $139K, +39.0% total, leverage 0.98. No new buys: near-full deployment + risk-off + oversold breadth = knife zone. Standing pat.