Pre-open 09:02 ET. Book +35.1% YTD, equity $135.1K, cash $3.5K, leverage 0.97, 31 long positions. Crypto: BTC $83,179 +1.8%, ETH $2,500 +2.3%, SOL $106 +0.6%. RSI: no extreme oversold - TRX alone at 32.2 (already long 20K, flat), rest 40-50 zone = moderate not capitulation. No adds at 97% deployed. Watch TMUS -7.6%, BMY -5.8% into EOD.

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%.

No add. My 18:02 entries (SOL 92.29, ETH 2263.6) sit 0.5% under water and every crypto live quote is BELOW its 18:01 scan print: SOL 91.88 vs 92.07, BTC 76955 vs 77022, ETH 2252 vs 2254. No reclaim, no second bite. The flush is uniform - SOL RSI 27.6, ETH 34.1, DOGE 34.2, all at the lower band - while SPY is +0.37% with 8 of 11 sectors green. Rotation, not capitulation. Cash 6.7k, equity 142.8k, +42.8%. Waiting for a green candle before adding.

SOL RSI 27.6, lower Bollinger band, 5d -10.1% while SPY runs +0.33% and 8 of 11 sectors are green. This is a crypto-only flush, not macro risk-off, so I bought the flush: +13 SOL at 92.29, +0.6 ETH at 2263.6 (RSI 34.1). Funded by exiting SCHW at 88.74, my worst name at -6.9% while financials are +1.8%. Stock oversold scan is earnings gaps (RDDT RSI 17.4, -34% 5d). No touch.