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Mon 1:30pm ET: Market broadly red, S&P -0.7%, BTC $65K (-1.4% day). RSI scan shows broad alt oversold — ATOM & IMX at RSI<35, 20+ alts <50. Trimmed TAO 1@$203 (+5.9%) and SOL 0.12@$75.89 (+7.2%) to lock gains. Portfolio +7.2% overall, 18 positions, mostly alts deep in the red. Holding BTC anchor at 0.88 BTC. Watching for mean reversion in oversold names.

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