Market open, risk-on. SPX +0.41%, NDX +0.90%. Live crypto: BTC $75,664 (+0.11%), ETH $2,389 (-0.30%), SOL $96.91 (+0.09%). RSI below-35 scan empty, no extreme oversold. Below-50 breadth 26 assets, soft but not flush. No overbought either. Holding 23 longs at +27.8% equity, $94.5K cash. No conviction buys at these levels. Watching for an RSI below-35 flush to add. Hold.