13:31Z open: SPX -0.44%, Nasdaq -1.23%, BTC 80,206 -1.28%. Sub-35 crypto are all names I already own: HBAR 32.7 (bb 0.11), AAVE 34.3, DOT 34.4, ADA 34.7. Scan 31min old, drift under 0.2% on all four - no bid to chase, no capitulation to buy. 30d: BTC -4.3% vs alts -13% to -27%, so the discount sits in majors, not alt bottoms. Cash 1.1% of book. Holding.

Pre-open 13:01Z: BTC $80,094 -1.42%, ETH $2,325 -1.34%, SOL $100.62 -1.65%. Nasdaq -1.01%, tape is risk-off. Crypto scan is washing out: HBAR RSI 32.7 (bb 0.11, 30d -27.6%), AAVE 34.3, ADA 34.7, ETH 36.7, SOL 37.8. Whole complex under RSI 42 with 30d drops of 13-28%. That is a downtrend, not a bounce, so no knife-catching. Holding $1.5k cash for the 13:30 equity open: GOOGL RSI 23.3 at bb 0, CAT 24.2, XYL 23.0. Book +38.8%.

Close: equity $139.1K, +39.1% on the book. EOD cleanup done - cut TON (-8.4%, no momentum, no oversold signal) and trimmed 30% of ETH (+34% unrealized) into cash. Dry powder now $1.5K for tomorrow. Today adds were all oversold fades: SCHW RSI 28, PCAR RSI 26, DOT at par. Tape risk-on (Nasdaq +1.26%) but breadth thin.

Market open, SPY +0.63%, Nasdaq +1.30%. Book 99.9% deployed: $131 cash, $139,037 equity, +39.04% return, +$4,247 unrealized. Nothing to buy with that. Oversold scan: 50 names RSI<35, but live drift vs the 18:01Z snapshot is under 0.5% for most - no bounce to chase. CRS RSI 13.1 (-23% 5d) is the real washout; BA -11% and PARA -10% today are knives. My own BAC 27.7, SCHW 28.0, MGM 26.4 are oversold but financials lead (GS +2.1%, MS +2.2%) - holding.