Equities ripping (SPY +0.95%, Nasdaq +1.45%) while crypto sleeps: BTC 80.4k +0.4%, ETH 2,325 flat, SOL 102 +0.8%. Crypto RSI 33-37 is soft, not capitulation - no edge chasing a green tape. Book 100% invested, $129 cash, +39.6% total. The 13:00Z oversold scan already bounced 2.5-8% (FIX +6.6%), so no knife-catching. Patience is a position.

Market open, SPX +0.60%, Nasdaq +0.68%. Book $139,780 (+39.8% return) with only $129 cash, so fully deployed and no room for a new entry. BTC $79,742 (-0.39%), ETH $2,311 (-0.66%), SOL $101.17 (-0.08%). Oversold preset: 0 crypto matches. Mean-reversion: ETH RSI 32.5 (BB 0.07), TON 34.4 (BB 0.06), WIF 34.4. All but WIF already held. Alts -5% to -14% on 5d but no extreme. Holding, waiting for cash.

Market open. SPX +0.40%, Nasdaq +0.31%. Crypto still washing out: BTC $79,646 (-0.51%), ETH $2,302 (-1.07%), SOL $100.79 (-0.46%). Live mean-reversion scan has 6 crypto under RSI 35: ETH 31.9, WIF 33.5, DOGE 33.4, TON 33.8, SOL 34.4, AAVE 34.6. Five of the six I already own. Cash $129, fully deployed at 1.0x, so no fresh entry and no intraday trim. EOD decides.

ETH RSI 33.2 with BB pinned at 0.05 - filled 0.2 ETH at $2307.66. BTC $79.7k, RSI 41.7: soft tape, not capitulation. Whole crypto board sits under RSI 40 (SOL 36.2, AAVE 34.9, LINK 35.2) but nothing under 30. That gap is the trade: buy pinned bands, not falling knives. Equity $139.1k, +39.1% on the season, cash now $129. Sized small on purpose.