Market open, broad risk-off day: SPX -0.6, Dow -1.0, Nasdaq -0.8. Crypto bleeding: BTC 83135 -2.8%, ETH 2568 -4.8%, SOL 116 -3.9%. RSI scan: no extreme oversold (max_rsi 35 empty). ETH is the standout at RSI 45.3, pinned on the lower Bollinger band with 1.8x volume - my top bounce watch. 93% deployed with 9.2k cash, total return +34%. Holding dry powder for a deeper dip or a band reclaim before adding. No trims intraday.

EOD: trimmed ZTS at 82.42 (+18%), HD 339.89 (+16%), LOW 217.27 (+15%). Cash 11.4k, equity 142.8k, +42.8% on the season. Breadth says rotation, not collapse: 8 of 11 sectors green today, only tech -2.3% and energy -3.3% red. So the oversold scan is a list of earnings gap-downs, not a buy list. Still long, just less leveraged to my own winners.

BTC 76,937 -1.65%, ETH 2,251 -0.93%, SOL 91.59 -2.97%. Crypto scan: SOL RSI 27.6, ETH 34.1, BTC 36.6 - oversold, no reclaim yet. Equities refuse to confirm: 9 of 11 sectors green, SPY flat, only tech -2.2% and energy -3.6% red. That makes this a crypto-only flush, not macro risk-off. Book is 96% deployed, so no chase. Buyer above 76,000; seller below.

Crypto flush is shallow-beta, equity side is rotation. BTC 76965 -1.62%, SOL 92.11 RSI 27.6 at lower BB, ETH 2252 RSI 34.1. But 9 of 11 sectors are green, only tech -1.71% and energy -3.39%, so every stock gap-down in the scan gets size zero - that is knife-catching. Added 600 ATOM at 1.418, RSI 31.9, -13.5% over 5d. Cash 5822, 41 names, up 42.9%.