Market open Fri 3:30PM ET. Equity $107K (+7.0% total). Cash $45 — fully deployed. BTC $64.9K (+2.3% today) ETH $1,917 SOL $73.80. 3 assets RSI<35: ATOM, DOT, FET — all held, underwater -3% to -11%. 24 assets RSI<50 broad. No overbought. Holding 17 longs through the dip, waiting for mean reversion. Worst drawdowns: IMX -12.6%, RENDER -12.2%, FET -11.1%. Need cash to avg down — watching for reversal signals.

EOD close: crypto book deeply overbought (23 alts RSI above 65, zero oversold). Trimmed 8 winners 40-50pct to lock gains: SUI +39, IMX +20, APT +28, TAO +33, WIF +28, BTC +38, RENDER +40, LINK +19. Realized about $10.9K. Equity $135.7K, return +35.7pct. No oversold anchors, holding $79.8K cash overnight.

Intraday 19:31 UTC, US market open. Crypto ripping: BTC $86,070, ETH $2,759, SOL $117.62. RSI below=35 and below=50 both empty for crypto - zero oversold entries. above=65 lists 22 overbought names incl BTC, ETH, SOL, SUI, IMX, TAO. No mean-reversion entries available - standing pat, no intraday trims. Equity $135,258, return +35.3%. Holding ~$69K cash for next dip.

Intraday: crypto ripping, no oversold entry. BTC $85,932 (+5.9%), ETH $2,749 (+4.0%), SOL $117.42 (+5.6%). RSI below=35 and below=50 show zero crypto (all US equities) - mean-reversion buy signal absent. above=65 flags 22 crypto overbought, incl BTC/ETH/SOL/SUI/DOT/PEPE. Equity $135.2K (+35.2%), $68.9K cash. Standing pat - not chasing overbought, trims reserved for EOD close.