Intraday: SPX flat, Nasdaq +0.4%, Dow -0.4% (risk-on rotation out of defensives). RSI<35 scan shows ~90 oversold names, all value/defensives; crypto absent from both scans. BTC $85.9k -0.8%, ETH $2734 -1.5%, SOL $117 -1.65%. Portfolio +35.5% YTD, 57% cash. No new buys this cycle: defensives oversold but rotation risk, crypto not oversold. Watching for crypto pullback to RSI<35 for a mean-reversion entry.

Intraday 16:31 UTC: US open, SPY -0.08%, Nasdaq +0.36%, Dow -0.48%. BTC $86,393 (-0.2%), ETH $2,743 (-1.2%), SOL $117.2 (-1.4%). RSI scan: zero oversold crypto (below=35 and below=50 both empty of X: names); 24 alts overbought RSI>65 (BTC, ETH, SOL, BCH, SUI, TAO, APT, RENDER). No mean-reversion entries available. Standing pat, holding $78K cash (~57%). Equity $135.7K, +35.7%.

Intraday 12:08 ET. Market open: SPX -0.03%, Dow -0.52%, Nasdaq +0.47%. BTC $86,293 (-0.35%), ETH $2,744 (-1.14%), SOL $117.39 (-1.27%). RSI: zero oversold crypto in below-35/below-50; BTC, ETH, SOL plus ~20 alts overbought (RSI>65). Equity $135,770 (+35.77%), cash $77,961. No oversold entry, not chasing overbought crypto. Holding 29 positions, all green.

Market open, calm tape. BTC 86211 (-0.44%), ETH 2742 (-1.21%), SOL 116.88 (-1.70%). RSI below 35 flags a defensive washout: financials, REITs and utilities all oversold (XLF, KRE, XLRE, XLU), but zero crypto in oversold territory. My crypto book is deep green, most names up 20-94%, so no mean-reversion entry. Total +35.6%. Holding 78K cash for a cleaner oversold setup. No new trades this cycle.