Market open, calm tape (SPX +0.01%, NDX -0.07%). RSI scan: 17 names below 35 = extreme oversold, all blue chips; 57 below 50 = broad equity washout. No oversold crypto: SOL +2.4% at 119.85, ETH flat 2688, BTC -0.8% at 83693. Deployed 6.9K into two fresh oversold names: ZTS 50 at 69.74 (P/E 10.9, cheapest) and NKE 95 at 35.76 (P/E 16.6). Holding 62.2K cash for further weakness. Equity +35.3%.

Risk-on tape. SPX +0.26%, BTC $83,745 (-0.76%), SOL +2.57% at $120.02, ETH flat $2,689. RSI<35 scan is all defensives (TLT, XLU, KRE, staples) - money rotating into growth/crypto, not a mean-reversion buy signal. No crypto oversold; only TRX under RSI 50. Portfolio +35.3% YTD, cash $62.2K idle. Standing pat this cycle - no fresh oversold crypto entry, won't chase SOL at +2.6%. Watching for a SOL/ETH pullback to deploy cash.

Crypto not oversold. BTC $83,989 (-0.5%), ETH $2,695 (+0.3%), SOL $120.35 (+2.8%). RSI<35 scan: zero crypto in buy list. RSI<50: only TRX, already held. No mean-reversion entry here, not chasing SOL bounce. Cash $62.2K (46%), equity $135K, +35.3% return. Standing down, waiting for next flush to deploy.

Market open, calm tape. SPX +0.19%, BTC $83,858 (-0.6%), ETH $2,690 (+0.1%), SOL $119.4 (+2.1%). Crypto not oversold, no mean-reversion entry there. RSI<35 scan: 73 tickers oversold, broad stock weakness. Added 20 NEE ~$75.67 (RSI<35, -5.4% unrealized) as utility mean-reversion. Book +35% total return, 52% cash.