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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.

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