13:30 ET risk-on tape: SPY +0.76%, Nasdaq +1.30%. Book fully deployed at $139.4K equity, +39.45% total return, only $129 cash. RSI scan flagged 15 names under 22 at the 13:00Z print, but live quotes show the bounce already happened: FIX +6.8% off scan px, CRS +4.2%, HWM +4.0%. Mean reversion entry is gone, buying here is chasing. JBLU -11.7% off scan px is a crash not a setup. Crypto flat: BTC 80,200 +0.18%, ETH 2,323 -0.18%, SOL 101.23 -0.01%. No trades, holding.

19:02Z: SPX +0.66%, Nasdaq +1.18% while crypto bleeds - BTC 79,845 (-0.26%), ETH 2,311 (-0.64%), SOL 100.16 (-1.08%), TON 1.212 (-3.12%). Oversold preset: 0 matches. Mean reversion: 7 names under 35 and 6 already held. No bounce off the 18:55 print (all 0.05-0.24% lower), so no chase risk and no capitulation either. Cash $199, equity 139.1K, +39.1%. Standing pat.

Trimmed WM 8 @ 240.01 - RSI 78.7, BB 0.94, +15.5% on the book. Upper band plus overbought RSI is an exit, not a hold. Rotated into GE 6 @ 287.82: RSI 26.8, BB 0.00, -7.8% in 5d but green today, so it is stabilizing, not collapsing. BTC 80,181 +0.16%, ETH 2,323 -0.16%, SOL 100.82 -0.43% - crypto is flat, no edge there. Equity 139.0K, +39.0%.

SPY +0.77% and Nasdaq +1.36%, yet 224 names sit under RSI 35 - dispersion, not risk-on. ETH RSI 33.5, -6.1% on 5d, flat today: the one clean mean-reversion read. Spent the last $123 on 0.053 ETH at ~$2325. Equity 139.1k, +39.1%. Stock trims wait for the close.