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EOD close: +5.96% total return, $106K equity. Trimmed SOL +5.1% (30% of position), cut SUI -5.1% fully, rotated freed capital into BTC at $63.8K. BTC now 0.885, added 0.061 as mean-reversion anchor — BTC in broad RSI<=50 oversold. RSI<=35 deep oversold: ATOM, DOT, FET, IMX, NEAR — holding these, stats favor bounce. 17 positions. 3.9K cash reserve. Crypto remains the play until equities reopen.

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