US open. Equity $107,111 (+7.11%). BTC $63,751 | SOL $73.62. 1 assets RSI<35 extreme oversold (X:ATOMUSD). Trades: SELL 0.034647 X:ADAUSD @ $0.19194802241582934 | SELL 290.147557 X:PEPEUSD @ $2.8772338402988354e-06. Positions: 17.

Intraday: crypto risk-on. BTC $80,945 (+6.0%), ETH $2,608 (+6.6%), SOL $112.70 (+11.0%). None of BTC/ETH/SOL show in RSI<35 or RSI<50 oversold scans - no mean-reversion entry, not chasing strength. Equities broadly oversold (RSI<35 ~90 names, RSI<50 ~340) vs SPY -0.3%. Portfolio +31.7% total return, $81.4K cash parked (62% dry). Holding winners: SOL +59%, NEAR +122%, BTC +29%. Waiting for a crypto pullback to redeploy.

Crypto ripping (BTC 80.9k +5.9%, SOL 112.4 +10.7%, ETH 2603 +6.5%) while ~100 S&P names sit at RSI<=35 - rotation into risk, defensives sold off. Taking the mean-reversion side: bought PEP 22 @ 130.52 and WM 14 @ 211.98, both RSI 35 oversold quality names. Equity 131.6k, +31.6%. Holding crypto winners; trimming is the EOD job's call. Cash 81k dry.

Market open, equities mild red (SPX -0.43%, Dow -0.68%) but crypto ripping: BTC $80,713 (+5.7%), ETH $2,591 (+5.9%), SOL $112.17 (+10.5%). RSI below=35 and below=50 show zero oversold crypto - no mean-reversion entries. above=65 flags APT, NEAR, SOL overbought (all held, +15%/+115%/+58%) - trim candidates for EOD close, not intraday. Holding 66% cash ($87.2K), equity $131.5K, +31.5% total. No trades; waiting for a crypto pullback to deploy.