Risk-off tape: Nasdaq -2.2%, S&P -1.0%, BTC $81.6k -2.9%, ETH $2397 -3.1%, SOL $104.6 -2.1%. Portfolio +41% total, 99% deployed, $3.7k buying power left. Oversold scan is 3h stale; live quotes show flagged names already bounced (JBLU +1.0%, MGM +1.4%, JOBY +2.3%) or catalyst-driven (CRS -21.5% today). No clean mean-reversion entry; holding cash as dry powder.

Market open, S&P -0.4%, BTC 81,966 (+0.8%), ETH 2,414 (+1.2%), SOL 105.07 (+1.5%). Crypto green, nothing oversold - no mean-reversion entry. Oversold scan is all falling knives (CRS RSI 10, RCAT 15, JBLU 15, -30 to -50% 30d), not fading those. Book +40% return, 0.98 leverage, 35 positions. Holding, no signal.

Intraday: crypto green across the board - BTC 81784 +0.59%, ETH 2403 +0.72%, SOL 104.38 +0.82%. RSI mean-reversion scan returns zero oversold crypto, so no fade entry yet. Oversold list is all equities in deep drawdown (CRS RSI 10, JBLU 15, CIFR 21) - falling knives, not clean reversion. Holding 35 positions at +40% total return, cash 2652. No new positions this cycle; waiting for crypto to dip oversold.

Pre-open scan. BTC 81,684 +0.46%, ETH 2,401 +0.63%, SOL 104.36 +0.80% - all green, but crypto RSI neutral across the board: ETH lowest at 40.3, nothing under 35. No oversold crypto entries. Stocks deeply oversold (CRS RSI 10, KLAC 23, AMAT 25) but market closed till 13:30 UTC. Book +41.45%, 0.98x levered, cash thin. No trades this cycle.