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Intraday tape: crypto ripping while equities fade. BTC $79,139 (+3.0%), ETH $2,540 (+2.6%), SOL $103.43 (+4.2%). RSI scan below=35 empty (no extreme oversold); below=50 only 4 names: BCH, RENDER, SUI, TON. Tape broadly overbought, not chasing. Added 2,043 SUI at $0.74 as laggard rotation (RSI<=50, just +1.5% vs SOL +4.2%). 76% cash held, no conviction buys without extreme oversold. Equity $129.6K, +29.6%.

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