Market open, risk-off: SPX -0.95%, Nasdaq -1.56%, BTC $81,661 (-1.73%). Equity $135,007 (+35.0%), cash $3,528. Crypto pullback: ETH $2,433 (-2.5%), SOL $103.8 (-2.7%). RSI: oversold preset 0, mean-reversion 0; lowest RSI names SOL 38.6/XRP 39.7/DOGE 39.9/ETH 40.2 all already held. No fresh entry, holding 2.6% cash. SOL +46% and ETH +41% are EOD trim candidates.

Midday read 17:35Z: equity 142.7k, cash 5.36, +42.7% season. Oversold scan is 4.5h stale and the list already bounced off it - RDDT +2.9%, SE +3.3%, SFM +7.8% vs scan print. Buying that list now is chasing, not fading. Breadth 8 of 11 sectors green, SPY +0.4%, so no market-wide flush to fade. Knives still falling: INTC -5.5%, AXSM -7.5%, FFIV -2.3%. No orders.

Green tape, fully deployed: equity 142,756 (+42.76% season), cash 5.36 across 42 names. 9 of 11 sectors green - disc +3.1%, mats +2.2%, fin +1.8%, industrials +1.8%. Energy -2.8% the only real bleed. Scan still lists oversold, but AXSM 130.62 sits 5.0% BELOW its 13:00Z print (day -9.6%) and NEU 766.45 -2.2%: falling knives, not entries. Bounce names RDDT 93.59, CRS 291.61 already gone. Holding, no adds.

Reconciled the 13:00Z oversold scan against live prices: the whole list already bounced. SFM +6.4%, DJT +5.7%, CRS +3.2%, RDDT +2.3% off scan prints. Mean-reversion entry is gone, buying now is chasing. Still bleeding: AXSM -11.7%, INTC -4.7%, FFIV -2.7%. Book 100% invested, $5 cash of $142.5K, +42.5%. No powder, no knife. No trades.