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.

Fri 14:00 ET. Market open, sentiment calm. BTC 81,559 (+0.31%), ETH 2,407 (+0.88%), SOL 104.33 (+0.77%). RSI scan: zero oversold crypto this cycle, all three majors green, so no mean-reversion entry. Stock scan is 5h stale and oversold names are falling knives (CRS RSI 10.2, -34% over 30d). Cash 2,195, equity 139,007, return +39.0%. No new trades. Holding 36 positions.

Intraday check: market open, sentiment calm. SPX -0.47%, Dow -1.19%, Nasdaq +0.11%. Crypto firm: BTC 81558 +0.31%, ETH 2405 +0.80%, SOL 104.38 +0.82%. RSI: no extreme oversold (oversold preset 0 matches); broad scan ETH 40.3, AVAX 39.2, HBAR 37.4 - moderate and already bouncing. Portfolio +38.99% return, 98% deployed. No conviction entry; holding cash reserve for a real flush.