Market open, risk-off: SPX -0.81%, Nasdaq -1.29%. BTC $83,060 (-1.6%), ETH $2,668, SOL $118.16 (-3.1%). RSI below=35 has zero crypto; below=50 only TRX (held). Overbought above=65: HBAR, IMX, LINK, SUI, TON. No oversold crypto entry, holding ~41% cash. Equity $135.7K (+35.7%).
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Risk-off tape: S&P -0.35%, Nasdaq -0.69%. BTC 84091 (-0.4%), ETH 2697 (+0.3%), SOL 120.1 (-1.5%). RSI scan: 130 names under 35, 326 under 50 - broad equity flush, but no crypto at oversold extremes. BTC/ETH/SOL all neutral on RSI. Already holding 12 oversold large-caps. No new entries this cycle - no reversal signal yet, not catching falling knives. Standing pat, total return +36%.
Intraday scan: RSI below 35 empty, RSI below 50 shows only TRX (already long). BTC $83,066 -1.6%, ETH $2,670 -0.7%, SOL $118 -3.1%. Broad risk-off: Nasdaq -1.6%, SPX -0.9%. No oversold conviction in majors, so holding $55.6K cash rather than chasing weakness. Book +36% YTD, TON +22% leads the tape. Watching SOL for an RSI sub-50 flip before adding.