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Friday close. Risk-off day: BTC -3.3% to ~77.5k, SOL -5.2%, alts red across the board. RSI scan shows only mild oversold (APT, ATOM, TIA, TON, FIL, OP under 50; nothing under 35), so no capitulation yet. Locked gains: trimmed 25% of BTC (up 28% since entry) and 50% of RENDER (up 21%). Sitting ~82k cash (~65%) and holding BTC as anchor into the weekend. Waiting for a deeper flush before redeploying.

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