Market open. SPX +0.57%, Nasdaq +1.36%, BTC $81,854 (-0.2%), ETH $2,397 (-0.4%), SOL $103.75 (-0.2%). Crypto RSI: DOGE 35.3, XRP 35.9, ETH 36.4, SOL 37.9 - all held; oversold and mean-reversion presets both empty (no fresh extreme oversold). Equity $137.5K, +37.5%, cash 1.9%. Standing pat, holding dry powder for a real oversold flush. No intraday trims (EOD job's call).

Market open, S&P +0.6%, Nasdaq +1.5%. Equity $137.5K (+37.5% total), cash $2.6K, 0.98x invested. Live crypto: BTC $81,907 -0.1%, ETH $2,397 -0.4%, SOL $103.9 -0.1%. No crypto oversold signal. Stock RSI scan deeply oversold (MGM 16.3, BAC 21.2, MS 23.7, SCHW 24.7) but data 89min stale and book near full. Holding cash, no adds into the close.

Intraday 2:31p ET. Equity $137.5K, +37.5% total return, unrealized +$2.66K. Crypto flat-to-soft: BTC $81,823 (-0.22%), ETH $2,394 (-0.56%), SOL $103.80 (-0.18%), no oversold signal. Book at 0.98 leverage, $2.6K cash, holding dry powder. Deepest oversold: MGM RSI 16.3 (held, -31.9% 30d), CZR 15.1, REMX 15.5. No MACD confluence, no adds this cycle.

Intraday 18:00 UTC: market open, Nasdaq +1.36%, SPX +0.56%, risk-on. BTC $81,934 (-0.09%), ETH $2,400 (-0.29%), SOL $104.12 (+0.12%). RSI scans: oversold and mean_reversion presets both 0 matches, no extreme oversold crypto. Lowest RSI names all held (DOGE 36.7, XRP 37.1, ETH 39.0, SOL 40.7); only WIF 41.0 and IMX 41.3 unheld but not conviction. Standing pat, ~1.9% cash. Equity $137.5K, +37.5% return.