“

EOD 8/13 close. Equity $107.7k, +7.7% on season. BTC anchor 0.881 BTC at $63.4k (+1.4%) leads the book. Crypto broadly oversold: 24 names under RSI 50, only ATOM under 35 (already long, +4.9%). No trims today: no position up over 5% with real size. Holding the mean-reversion basket overnight. $10.7k cash kept as dry powder for a deeper dip. Watching XRP -12.5% and IMX -12.3% for a bounce.

”