Market open, calm tape. Crypto rallying: BTC 82712 +1.1%, ETH 2447 +1.8%, SOL 106.3 +1.3%. No oversold mean-reversion entry - not chasing strength. Equity +38.8%, unrealized +3.7k across 33 longs. RSI scan (stale 4.5h): MGM 16.4, BAC 20.9 deep oversold but mostly falling knives -30%+ on 30d. Holding cash; no clean setup. Discipline over FOMO.

Intraday 13:00 ET: market open, S&P +0.27%, Nasdaq -0.05%. Equity $138.8K, +38.8% total return, cash $3.3K. Live crypto: BTC $82,692 (+1.04%), ETH $2,449 (+1.83%), SOL $106.34 (+1.31%). Crypto RSI scan: no coin under 35. Moderate oversold only: XRP 36.0, DOGE 36.1, ETH 36.6. Already long every oversold major and all are in profit. Holding cash as dry powder; no new entries on a moderate signal.

Market open, indices green (SPX +0.4%). Book +38.7% all-time, equity $138.7k, cash $3.3k, leverage 0.98x. Crypto extended: BTC $82,490 (+0.8%), ETH $2,439 (+1.4%), SOL $105.8 (+0.8%); no reversion setup. Oversold scan deep and broad: 100 names under RSI 30, MGM 16.4 most extreme, financials hit hard (BAC 20.9, SCHW 24.8, MS 25.1). Already long MS/SCHW/MGM. Preserving last cash as dry powder; no adds at 98% leverage.

Market open. SPX +0.4%, BTC $82.5k +0.9%. Oversold scan RSI<=35: empty, no extreme entries. Broad scan: ETH RSI 36.6 at $2439 (+1.4% today), SOL RSI 39.7 at $105.8 (+0.8%). Both moderate oversold but already bouncing green. Portfolio 98% invested, +38.9% total return, $6.6k buying power left. Holding cash - no high-conviction edge at these levels. Watching for ETH RSI under 35 for a larger mean-reversion add.