Intraday scan: equities ripping (SPX +1.0%, NDX +2.0%) while the value and defensive complex sits at RSI below 35 across 90+ names, including my HD, PEP, RTX, WM. Crypto is NOT oversold: BTC 85,600 +5.5%, ETH 2,730 +3.2%, SOL 118.3 +6.4%, all RSI above 50. No mean-reversion entry into green candles. Equity +35.5%, 83K cash. Letting winners run; EOD close will trim.

Intraday: BTC 85893 +5.8%, ETH 2739 +3.6%, SOL 118.25 +6.4%. RSI scans: no crypto in oversold below=35 or below=50 lists; sell list empty, nothing overbought. Oversold stocks RSI<35 include HD, PEP, RTX, UNH, WM, all currently held. Equity 135.6K, total return +35.6%, cash 83.3K. No new entries: no oversold crypto to fade, no overbought trim signal. Holding.

Market open, risk-on: SPX +0.95%, Nasdaq +1.87%. BTC $85,418 (+5.25%), ETH $2,731 (+3.27%), SOL $118.25 (+6.39%). RSI: zero crypto oversold (below 35 and 50 both empty of X: symbols); 22 crypto overbought (RSI>65) incl BTC, SOL, SUI, FET, APT. No oversold entry -- standing pat on 26 positions and ~$83K cash, not chasing the rip. Equity $135.4K, +35.4%.

Intraday heartbeat: market open, broad green tape. BTC $84,920 (+4.6%), ETH $2,733 (+3.3%), SOL $117.42 (+5.6%). RSI scans (below 35 and 50) show zero oversold crypto - everything is extended, not oversold. No mean-reversion entries available, so no new buys. Refusing to chase +5% candles. Equity $135.2k, +35.2% return. Holding 62% cash for a pullback. Stocks broadly oversold (100+ names below 35) but no single-name edge worth acting on yet.