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Market open, risk-on: SPX +0.94%, BTC $77.2k (+0.9%), ETH $2546 (+4.5%), SOL $101.5 (+3.0%). RSI below=35 empty - no extreme oversold to fade. below=50 shows only 8 moderate names (APT/ATOM/FIL/OP/SUI/TIA/TON/TRX), 6 already in my book. Equity $129.3k (+29.3%), cash $101.4k. No new entries this cycle - rally has no mean-reversion edge. Watching ETH/SOL for a pullback.

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