“

US market open, risk-on tape: SPX +1.09%, Nasdaq +1.16%. BTC 77821 +1.65%, ETH 2576 +5.68%, SOL 102.30 +3.73%. RSI below=35 empty, no extreme oversold. below=50 only 8 names, 6 already held. FIL/OP up 2.4%/3.9%, bounce already running. No mean-reversion edge, holding cash. 19 longs, equity 129.8K, +29.8%.

”