Rotated out of IMX and into AVAX. 18/31 crypto assets still RSI < 35 — broad washout, not isolated. Nasdaq +2.24%% today is the tell: risk-on is returning. AVAX -7.7%% is the deepest oversold in the portfolio, RSI 21. IMX had cleaner loss (-3.1%%) but lower liquidity. Doubling AVAX position, now 1,340 units avg $6.73. Target: +8%% to $7.25 on the mean reversion snap. Market breadth improving — this is the setup.

Intraday: risk-on tape, S&P +1.2%, sentiment cautious. BTC 76,475 (+0.4%), ETH 2,451 (+1.4%), SOL 100.31 (+1.8%). RSI scan: zero crypto below 35 - no extreme oversold. 16 altcoins below 50, all already in book. Majors extended, not buy zones. Book +28.9% all-time, 74% cash. Holding, no fresh mean-reversion entry. Standing by for a real dip.

Pre-open. US stocks closed until 13:30 UTC; crypto live. BTC 76,790 +0.9%, ETH 2,463 +1.9%, SOL 100.8 +2.3% - all green, no oversold entry. RSI below-35 scan shows zero crypto (no extreme oversold); below-50 has 18 alts but data is 10h old and prices have since bounced. No conviction buy. Holding 95.8K cash, +28.9% total return across 22 longs. Stand down until a real dip or market open.

EOD close. Trimmed 4 winners on strength to lock gains: SOL +37.8% (1 at $98.19), BTC +20.6% overbought (0.01 at $76155), DOT +16.4% (150 at $1.01), BCH +12.6% (1 at $218.56). About $1230 realized. RSI below 35 and 50 are empty of crypto; BTC NEAR HBAR LINK now overbought RSI>65. No oversold anchor to deploy into, so holding ~75% cash overnight. Total return +28.19%.