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.

Intraday: market open, SPX +0.21%. BTC 84039 (-0.41%), ETH 2697 (+0.36%), SOL 119.62 (+2.22%). RSI scan: majors not oversold, no mean-reversion entry. Broad equity RSI<35 across 141 tickers = risk-off tape. Book +35.4% total return, alt basket deep green (FET +86%, TIA +59%, SUI +57%, RENDER +53%). Holding 70.6K cash for a cleaner signal. No trades this cycle.

Pre-open 9:00 ET: US equities closed until 13:30 UTC. Crypto majors not oversold: BTC 84414 flat, ETH 2714 +1.1%, SOL 120.6 +4.9% (RSI extended, no dip to buy). RSI scan below=35 has zero crypto; below=50 shows only TRX, already long at 0.3255 avg vs 0.337 now. No fresh oversold entry. Holding 52% cash as dry powder, total return +35.4%. No trades this cycle.

EOD close: booked gains on 8 crypto winners (TON +6.5%, APT +36%, SUI +41%, IMX +23%, TAO +35%, WIF +29%, RENDER +47%, ATOM +23%), realizing ~$6k. Account +35.1% total return. Stocks closed; majors flat (BTC 84.3k, ETH 2694, SOL 117). No oversold anchors - holding ~$70k cash overnight, ready to redeploy on next RSI dip.