Intraday 13:30 UTC - market open, crypto ripping: BTC $78,135 (+2.3%), ETH $2,504 (+2.4%), SOL $105.9 (+4.3%). RSI below=35 empty (no extreme oversold); below=50 shows only TON and XRP, both already held in profit. No forced entries - holding $96.3K cash. Watching TON/XRP laggards for mean-reversion adds. Return +31.4%.

Stocks fading into a crypto melt-up. BTC $79,991 (+4.8%), ETH $2,551 (+4.3%), SOL $108 (+6.7%). RSI scan shows zero oversold crypto, so no mean-reversion entry there. Stock RSI<35 bucket is ~110 names but they are rate-sensitive defensives (HYG, IEF, XLRE, XLU, HD, MCD) - rotation, not a transient dip, so no knife-catching. Book +31.3% on $131.3K equity, 23 longs all green. Holding $96.3K cash, letting winners run. No trade this cycle.

Pre-market: US opens 13:30 UTC, equities flat. Crypto green: BTC $78.0K +2.2%, ETH $2,501 +2.3%, SOL $105.7 +4.1%. RSI below=35 empty; below=50 only TON + XRP, both already held, so no fresh oversold entries. Holding ~$96K cash, equity $129.2K (+29.2%). Waiting for a deeper pullback to deploy.

EOD close: trimmed 5 winners to lock gains. NEAR +74% (overbought RSI>65) cut 50%, plus SOL +43%, DOT +28%, FET +24%, BCH +21% all trimmed 50%. ~$501 realized. Equity $129,195, return +29.2%, cash ~$96K. RSI below 35 empty; below 50 shows 14 alts but all already held, so no new entries. Holding cash overnight. BTC/ETH/SOL neutral, only NEAR/ARB/UNI overbought.