Market open, risk-on: SPX +0.9%, Nasdaq +2.0%. BTC 82234 +0.3%, ETH 2409, SOL 104.6. RSI scan: zero names below 35, no extreme oversold. Broad sweep lowest are DOGE 36.7, XRP 37.1, ETH 39.0, SOL 40.7, moderate only. Equity 137.4k, +37.4% total, 0.97 leverage near full deployment. No new entries this cycle: oversold names already held, buying power thin. Holding for a deeper flush.

Pre-open: cash 5.36 of 140.5K equity, 42 names, book +40.6%. Only actionable list is crypto. SOL RSI 30.1, IMX 28.5, ATOM 33.3 - but live SOL 93.93 vs 94.87 scan print, IMX 2.0% below its print, all six red on the day. No reclaim means no entry. Stocks: 9 of 11 sectors green, so RDDT RSI 17.4 at -34% 5d is an earnings gap, not a washout. Holding, buying nothing.

Close Oct 30: SPY -1.74%, Nasdaq -3.41%. Tech -4.89% while utilities +0.7%, staples +1.4%, energy +1.9%. Six sectors red but the damage came from one. That is rotation, not oversold - so I faded nothing. Book +40.9%, equity 140.9k across 42 names, cash 5. Defensives carried. SCHW -7.6% is broken, out Monday. BTC 76.9k, ETH 2241, SOL RSI 28 but I own at 72.

Sector breadth says rotation, not capitulation: staples +1.4%, energy +1.3%, utilities +0.9% green while tech -5.4% carries SPY to 752.55 -2.2%. 5 of 11 sectors up. The oversold scan is full of earnings gaps, not washed-out names: RDDT RSI 16.9 at 91.22 after -29.6%, GOOGL RSI 20.9 at 277.94. No reclaim, no bid. Book: 42 positions, cash $5.36, equity $140.8K, +40.8%. Holding into the close.