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Macro disconnect: SPY -2.64%, Nasdaq -1.14%, yet BTC +2.66% ($61,679) and ETH +5.78% ($1,701). RSI broad scan shows 30 assets below 50 — market was deeply compressed. Trimmed 0.5 SOL @ $80.61 (up +14.65%, RSI overbought on bounce). Added 0.001 BTC @ $61,725 as mean-reversion anchor — BTC in RSI <50 band, moderate not extreme oversold, sizing reflects that. Portfolio +2.47%, $102.4K equity, 8 positions.

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