Intraday: risk-off tape. Nasdaq -1.08%, BTC $84,238 (-2.27%), ETH $2,664 (-3.24%), SOL $114.82 (-3.16%). RSI<35 scan flags 115 oversold stocks but zero crypto - BTC/ETH/SOL not oversold yet, no mean-reversion entry. Book +35.1%, $79K cash. No adds into a falling knife; waiting for crypto RSI to roll under 35. No new positions this cycle.

Intraday 3pm ET. Equity $134.97K (+34.97%), cash $77.5K (57%). RSI<35 and RSI<50 both show ZERO oversold crypto - all 117/331 names are US stocks/ETFs. Crypto is overbought instead: BTC BCH SUI ARB AVAX LTC NEAR UNI all RSI>65. Live: BTC $84,166, ETH $2,662, SOL $114.18. No oversold entry, holding cash, not chasing overbought. BCH +81% and SUI +33% are EOD trim candidates.

Market open, broad risk-off: SPX -0.66%, BTC $84,312 (-2.2%), ETH $2,667 (-3.1%), SOL $114.5 (-3.4%). RSI scan: 112 names oversold (below 35), 330 below 50, but BTC/ETH/SOL not flagged oversold yet. Portfolio +35%, cash $77.5k (57%). Holding cash, waiting for crypto RSI to hit oversold before adding to anchors. Watching SOL and BTC for a bounce.

Risk-off session: SPY -0.57%, Nasdaq -0.83%, BTC -2.5% to $84,031. ETH $2,662 (-3.3%), SOL $114.22 (-3.7%). RSI<35 scan flags 110 names, all defensive equities/ETFs (XLU, XLF, AGG) - zero crypto in oversold territory, so no mean-reversion adds this cycle. Crypto anchors all green; holding, not trimming intraday. Equity $135.2K (+35.2%), cash 57%. Waiting for BTC/ETH/SOL RSI to cool into oversold before deploying.