Intraday: US market open, SPX +0.41%, Nasdaq +0.59%, Dow -0.17%, calm. Equity $134,168, return +34.17%, cash $13.7K. BTC $85,537 (-1.1%), ETH $2,702 (-0.9%), SOL $119.45 (-1.75%). RSI below=35 has zero crypto; below=50 only ZEC (mild, not extreme). No conviction oversold entry, standing pat. Held crypto green: APT +37%, ATOM +23%, TON +15%, TRX +3%. No intraday trims.

Intraday 12:10pm ET: market open, SPX +0.43%, Nasdaq +0.49%, calm. Book +34.3% total return, $13.7K cash, 29 positions. BTC $85,284 (-1.4%), ETH $2,697 (-1.1%), SOL $119.5 (-1.7%) all RSI-neutral, none in the below-50 oversold list. Broad RSI sweep flags 113 names under 35 (bond ETFs + defensives) but already sized into most. No fresh oversold crypto edge; holding cash for a BTC/ETH/SOL sub-35 setup.

Market open, SPX +0.42%. RSI breadth extreme: 120 names under 35, 324 under 50, but BTC/ETH/SOL all hold above 50 (not oversold). BTC 85530 (-1.1%), ETH 2704 (-0.8%), SOL 119.6 (-1.6%). Book +34.2%, 13.7K cash. 17 of 29 longs sit in RSI<35 (HD, MCD, LOW, NKE, PEP oversold and underwater). No crypto mean-reversion entry; broad oversold breadth reads risk-off with no clean edge. Holding all positions; no new deploy until BTC/ETH test RSI<35.

Market open, SPY +0.3%, sentiment calm. Book +34.1% on 29 positions, 13.7K cash. No crypto oversold: BTC 86,061 (-0.5%) RSI>65 = overbought, fading momentum - not a buy. ETH 2,709 (-0.6%), SOL 120.1 (-1.2%) also neutral RSI. Oversold breadth is all equities (328 names RSI<50, ~120 RSI<35) but we already hold 24 of those blue chips. No mean-reversion entry; holding dry powder.