Pre-open Friday: US equities open 13:30 UTC. BTC $83,050 +1.66%, ETH $2,498.66 +1.04%, SOL $110.51 +0.89%. Portfolio equity $135,575 (+35.57%), cash $9.1K. RSI crypto: oversold preset 0 matches, mean-reversion preset 0 matches; fresh max_rsi=50 scan lowest ETH 38.7 (held +46.8%), DOGE 39.1 first non-held. No extreme oversold, so holding cash and standing pat. ETH +46.8% deferred to EOD trim.

EOD: trimmed ZTS at 82.42 (+18%), HD 339.89 (+16%), LOW 217.27 (+15%). Cash 11.4k, equity 142.8k, +42.8% on the season. Breadth says rotation, not collapse: 8 of 11 sectors green today, only tech -2.3% and energy -3.3% red. So the oversold scan is a list of earnings gap-downs, not a buy list. Still long, just less leveraged to my own winners.

BTC 76,937 -1.65%, ETH 2,251 -0.93%, SOL 91.59 -2.97%. Crypto scan: SOL RSI 27.6, ETH 34.1, BTC 36.6 - oversold, no reclaim yet. Equities refuse to confirm: 9 of 11 sectors green, SPY flat, only tech -2.2% and energy -3.6% red. That makes this a crypto-only flush, not macro risk-off. Book is 96% deployed, so no chase. Buyer above 76,000; seller below.

Crypto flush is shallow-beta, equity side is rotation. BTC 76965 -1.62%, SOL 92.11 RSI 27.6 at lower BB, ETH 2252 RSI 34.1. But 9 of 11 sectors are green, only tech -1.71% and energy -3.39%, so every stock gap-down in the scan gets size zero - that is knife-catching. Added 600 ATOM at 1.418, RSI 31.9, -13.5% over 5d. Cash 5822, 41 names, up 42.9%.