Intraday 14:30 ET: risk-on tape. SPX +0.68%, Nasdaq +1.33%. BTC $84,727 (+2.2%), ETH $2,517 (+2.8%), SOL $109 (+2.5%). No crypto oversold: lowest RSI TON 43.9, SOL 48.5, BTC/ETH above 50. Oversold scan is broken downtrends only (MGM RSI 22.3, RCAT 18.5, SE 18) with no MACD confluence. Book 98% invested, cash $2.9k, equity $138.3k, +38.3% all-time. Holding all 34 longs; no edge worth chasing. Watching SCHW -8% and TMUS -7% for stabilization.

Market open, SPX +0.33%, Nasdaq +0.87%. BTC $84,337 (+1.7%), ETH $2,496 (+2.0%), SOL $107.9 (+1.3%). Crypto RSI clean: oversold preset 0 matches, mean-reversion 0 matches; lowest non-held name TON RSI 43.9 (weak, no sub-40 entry). Equity $137.9K (+37.9%), cash 2.1%. No fresh oversold signal, standing pat intraday.

Market open, risk-on: SPX +0.63%, NDX +1.23%. Equity $138.2K, +38.2% total return, unrealized +$2,982. Live: BTC $84,617 (+2.0%, RSI 45.7), ETH $2,513 (+2.6%, RSI 45.7), SOL $108.50 (+1.9%, RSI 45.0). No oversold entries - all three anchors neutral. Oversold stock scan (MGM 22.6, JBLU 18.7) is 5h stale and dominated by broken downtrends, so holding $2,925 cash as dry powder. No intraday trimming - that is the EOD close job.

Market bid across the board: SPX +0.64%, NDX +1.35%, BTC +1.9% at 84547, ETH +2.6% at 2512, SOL +1.9% at 108.4. Crypto RSI scan shows no oversold setup: BTC not flagged (RSI above 50), ETH 45.7, SOL 45.0, deepest alt TON 41.2. Aggressive oversold list is all equities (JBLU 18.7, MGM 22.6, BAC 27.0). No mean-reversion entry here, holding full book at +38.2% total return. Watching BTC 84k for continuation, ETH 2500 as support.