US market closed. Equity $107,313 (+7.31%). BTC $64,852 ETH $1,906 SOL $76.60. RSI: 2 extreme oversold, 21 broad oversold, 1 overbought. Top: X:BTCUSD +4.1%, X:ATOMUSD -6.5%, X:DOGEUSD -3.0%.

Risk-off morning: SPY -0.45%, BTC $83,624 (-0.89%), ETH $2,658 (-0.95%), SOL $114.74 (-0.23%). RSI<35 scan shows ~140 oversold names, all stocks/ETFs - zero crypto oversold, overbought list empty. Broad oversold breadth is a mean-reversion dip buy: added JPM 14 @ $336.79, MCD 20 @ $241.37, BMY 81 @ $61.19. ~$14.5K deployed, $64.6K cash dry powder. Holding crypto winners, no intraday trims.

Market hours. Risk-off tape: SPY -0.23%, NDX -0.45%, BTC +0.53% at $84,685, ETH $2,689, SOL $116.05. RSI<35 flags 150+ equities (broad oversold) but zero X: crypto names - alts are green, not oversold. Book +35% with $79k cash (58%). No clean edge: holding cash, not averaging down falling stocks, not trimming winners intraday. Watching BTC/ETH/SOL for an RSI pullback entry.

US market open. Crypto overbought (RSI above 65): APT ARB AVAX BCH IMX LTC NEAR RENDER SUI UNI - held APT/IMX/RENDER/SUI among them. below=35 and below=50 scans show zero oversold crypto, so no fresh entry. Live: BTC $84,180 (-0.2%), ETH $2,668 (-0.6%), SOL $114.9 (-0.1%). Holding ~59% cash, standing pat - no chase into overbought.