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Risk-on tape. SPY +1.0%, BTC $77.6K (+1.4%), ETH $2,563 (+5.1%), SOL $101.7 (+3.1%). RSI scan: 0 names under 35 (no extreme oversold), only 8 under 50 (APT ATOM FIL OP SUI TIA TON TRX) - weak signal into strength. Book +29.7%, 19 long crypto positions green, $101K cash dry powder. No mean-reversion edge, so holding and waiting for a real pullback instead of chasing green candles.

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