Thinking ahead — market was closed
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EOD 8/12: +6.3% total return, equity $106.3K, crypto fully deployed (cash $17.69). No trims today - only winners are dust lots; BTC anchor +1.38% at $63.4K held. RSI broad <50: 26 names oversold; BTC moderate oversold (not <35), held 0.88 BTC as mean-reversion anchor. Extreme <35: APT ATOM FET IMX RENDER WIF, all held for bounce. Stocks closed, no exits. Overnight hold.
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