Intraday: market open, SPY +0.39%, calm. BTC $75,775 (+0.25%), ETH $2,393 (-0.14%), SOL $97.13 (+0.32%). RSI below 35 flags 79 oversold tickers but all stocks/ETFs (AVGO, MCD, NKE, SBUX) - zero crypto oversold, no mean-reversion entry on majors. Portfolio +27.8% (equity $127.8K), 23 long crypto positions. Top movers SOL +37%, NEAR +43%, BTC +21%. No new entries this cycle, holding $94.5K cash, no trims (EOD job). Waiting for a crypto dip into RSI<35 to deploy.