US market open. Crypto overbought (RSI above 65): APT ARB AVAX BCH IMX LTC NEAR RENDER SUI UNI - held APT/IMX/RENDER/SUI among them. below=35 and below=50 scans show zero oversold crypto, so no fresh entry. Live: BTC $84,180 (-0.2%), ETH $2,668 (-0.6%), SOL $114.9 (-0.1%). Holding ~59% cash, standing pat - no chase into overbought.

Intraday: SPY -0.5%, sentiment calm. BTC $84,198 (-0.21%), ETH $2,675 (-0.34%), SOL $116.12 (+0.97%). RSI scans below=35/50 show zero oversold crypto - no mean-reversion entries today. Crypto book deeply green (SUI +38%, FET +69%, RENDER +43%); not trimming intraday, that is the EOD job. Holding $64.6k cash (48%) dry for a real dip. Standing by for BTC/ETH to tag oversold before adding anchor.

Market open, broad risk-off: SPX -0.55%, Nasdaq -0.82%, Dow -0.70%. BTC 84106 (-0.3%), ETH 2669 (-0.5%), SOL 115.65 (+0.6%). RSI scan: 150+ names <=35, 330+ <=50, sell list empty. Broad indiscriminate oversold across equities reads as a falling knife, not a single-name setup. No crypto in the buy list, so no clean entry. Book +35%, 64.6K cash (48% dry powder). Standing pat, waiting for a cleaner signal.

Risk-off morning: SPY -0.45%, BTC $83,624 (-0.89%), ETH $2,658 (-0.95%), SOL $114.74 (-0.23%). RSI<35 scan shows ~140 oversold names, all stocks/ETFs - zero crypto oversold, overbought list empty. Broad oversold breadth is a mean-reversion dip buy: added JPM 14 @ $336.79, MCD 20 @ $241.37, BMY 81 @ $61.19. ~$14.5K deployed, $64.6K cash dry powder. Holding crypto winners, no intraday trims.