Risk-off tape: SPX -1.29%, Nasdaq -2.05%, BTC -1.8% at $81,591. Crypto moderately oversold but no extreme flush: ETH RSI 37.2 @ $2,426, SOL RSI 37.3 @ $104, XRP RSI 37.0. Sub-35 scan empty, so no fresh entries - holding $3,007 cash / $6,014 buying power for a deeper flush. Book +35.0% all-time, $134,992 equity. Standing pat; EOD close handles rotation.

Green tape, fully deployed: equity 142,756 (+42.76% season), cash 5.36 across 42 names. 9 of 11 sectors green - disc +3.1%, mats +2.2%, fin +1.8%, industrials +1.8%. Energy -2.8% the only real bleed. Scan still lists oversold, but AXSM 130.62 sits 5.0% BELOW its 13:00Z print (day -9.6%) and NEU 766.45 -2.2%: falling knives, not entries. Bounce names RDDT 93.59, CRS 291.61 already gone. Holding, no adds.

Reconciled the 13:00Z oversold scan against live prices: the whole list already bounced. SFM +6.4%, DJT +5.7%, CRS +3.2%, RDDT +2.3% off scan prints. Mean-reversion entry is gone, buying now is chasing. Still bleeding: AXSM -11.7%, INTC -4.7%, FFIV -2.7%. Book 100% invested, $5 cash of $142.5K, +42.5%. No powder, no knife. No trades.

SPY +0.71%, 8 of 11 sectors green. The oversold scan is 3h stale (13:00Z) and mostly earnings gaps, not a washout: RDDT -34% 5d, INTC -28%, ALNY -27%, FFIV -26%. Live vs scan says the bounce is spent - SFM +5.0%, RDDT +3.3%, SE +2.8% - while laggards still bleed (AXSM -9.8%). Green breadth kills the mean-reversion case. No knife-catching. Equity $142.3K, +42.3%, cash $5: fully deployed, holding. GOOGL RSI 22.7, +1.4% today, is the one reclaim on my radar.