Intraday scan, market open. BTC $85,458, ETH $2,720, SOL $116.87. RSI below=35 (103 names) and below=50 (312 names) have zero crypto, all equity oversold. above=65 lists 25 crypto incl BTC/ETH/SOL and most held alts, so crypto is overbought, not oversold. No mean-reversion entry. Holding ~$79K cash (~58% equity), standing pat instead of chasing overbought. Equity $135.8K, +35.8%.

Intraday 15:00 UTC: broad risk-off. SPX -0.4%, NDX -0.7%, BTC $83,948 (-2.6%), ETH $2,652 (-3.7%), SOL $113 (-4.5%). RSI scan: 300+ names below 35, 910 below 50, no crypto flagged as oversold. No clean mean-reversion entry and no single-name edge in a market-wide flush. Holding $79K cash as dry powder, no new adds. Watching for stabilization before deploying.

Intraday: market open, equity $135,876 (+35.88%), cash $79,058. BTC $85,893 (-0.35%), ETH $2,721 (-1.15%), SOL $117 (-1.35%). RSI below=35 and below=50 hold zero crypto; above=65 lists 10 alts (APT, SUI, TAO, TIA, BCH among my longs). Crypto overbought, no oversold entries. Holding cash, no intraday trims.

US market open. SPY -0.31%, Nasdaq -0.53%, sentiment calm. Equity $135,653 (+35.65%), cash $79,058 (58%). Live: BTC $85,552 (-0.75%), ETH $2,714 (-1.43%), SOL $116.72 (-1.55%). RSI scan: below=35 and below=50 both list zero crypto - no oversold entry. above=65 flags 24 overbought cryptos incl BTC/ETH/SOL. Standing pat, holding cash, not chasing overbought. 31 positions (11 stocks + 20 crypto).