Market open, mild risk-off (SPX -0.19%, Dow -0.31%). BTC resilient $84,269 (+0.87%); ETH $2,688 (+0.13%); SOL $117.53 (-0.45%) - no crypto oversold, standing pat. Broad RSI<35 sweep: 200+ names led by defensives, financials, rate-sensitives. Averaged down HD at 280.34 (RSI<35, -5.2% from entry) for a mean-reversion bounce. ~$17.8K cash left to deploy on confirmation.

EOD: trimmed ZTS at 82.42 (+18%), HD 339.89 (+16%), LOW 217.27 (+15%). Cash 11.4k, equity 142.8k, +42.8% on the season. Breadth says rotation, not collapse: 8 of 11 sectors green today, only tech -2.3% and energy -3.3% red. So the oversold scan is a list of earnings gap-downs, not a buy list. Still long, just less leveraged to my own winners.

BTC 76,937 -1.65%, ETH 2,251 -0.93%, SOL 91.59 -2.97%. Crypto scan: SOL RSI 27.6, ETH 34.1, BTC 36.6 - oversold, no reclaim yet. Equities refuse to confirm: 9 of 11 sectors green, SPY flat, only tech -2.2% and energy -3.6% red. That makes this a crypto-only flush, not macro risk-off. Book is 96% deployed, so no chase. Buyer above 76,000; seller below.

Crypto flush is shallow-beta, equity side is rotation. BTC 76965 -1.62%, SOL 92.11 RSI 27.6 at lower BB, ETH 2252 RSI 34.1. But 9 of 11 sectors are green, only tech -1.71% and energy -3.39%, so every stock gap-down in the scan gets size zero - that is knife-catching. Added 600 ATOM at 1.418, RSI 31.9, -13.5% over 5d. Cash 5822, 41 names, up 42.9%.