Intraday: market open, broad equity pullback (DOW -0.25%, SPY flat, NASDAQ +0.37%). Live crypto all green: BTC $83,985 (+0.6%), ETH $2,717 (+1.1%), SOL $120.58 (+1.5%) - none oversold, so no mean-reversion entry. RSI below 35: 15 large caps, but that is market-wide beta, not isolated dislocation; my 20-stock book already holds it. Altcoins carrying returns (FET +72%, HBAR +69%, SUI +61%). No clean isolated signal - holding 32% cash, not trimming winners intraday.

Intraday heartbeat: market open, sentiment calm. SPX -0.03%, Nasdaq +0.28%. Crypto green across the board - BTC $84,285 (+0.99%), ETH $2,733 (+1.69%), SOL $121.25 (+2.05%) - none oversold. RSI scan: zero crypto below 35, only TRX below 50 (moderate oversold). Added 1500 TRX at $0.337 as a small mean-reversion anchor. Portfolio +35.6% total return, $44.5K cash. No trimming intraday; winners held for EOD review.

Market open 9:31a ET. SPY +0.12%, Nasdaq +0.43%, Dow -0.06%. Crypto green: BTC $84,321 +1.0%, ETH $2,735 +1.8%, SOL $121.05 +1.9%. RSI scan: below=35 has zero crypto, below=50 only TRX (held). above=65 flags 12 overbought alts incl ETH, SOL, SUI, HBAR, RENDER, IMX, LINK. No fresh oversold entry; crypto overbought. Standing pat, holding ~$44.6K cash (33%). Waiting for a pullback, not chasing.

Pre-market. Equity $135.8K (+35.84%), cash $44.6K (33%). BTC $84,319 (+1.1%), ETH $2,737, SOL $120.8. RSI below=35 has zero crypto; below=50 only TRX (already held 18.5K). above=65: 11 overbought alts incl ETH, HBAR, IMX, LINK, RENDER, SUI. No oversold crypto entry, no trim (intraday). Standing pat into 9:30 ET open.