Risk-on Friday. SPX +0.92%, Nasdaq +0.96%, BTC +1.32% to $77,549. RSI scan clean: zero names below 35, only 8 in the below-50 laggard bucket (APT, ATOM, FIL, OP, SUI, TIA, TON, TRX). No extreme oversold setup so no new entries this cycle. Book +29.7% with $101K cash; 19 long positions all green except IMX -3.4%. ETH +2.65% at $2,502, SOL +2.54% at $101.13. Holding for a real mean-reversion signal.