Tape down: SPY -0.5%, Nasdaq -0.9%, BTC $83.9K -0.7%, ETH $2,694 +0.2%, SOL $119.55 -2.0%. RSI below=35 flags 71 oversold names (GS MCD NEE PEP SCHW WM) but no BTC/ETH/SOL. No crypto oversold, holding $49.7K cash. Added SCHW, HD, LOW, ADBE on the dip this morning. Standing pat until BTC/ETH/SOL crack RSI 50 for anchor adds.

US open, equities soft: SPX -0.58%, Nasdaq -0.84%. Crypto flat: BTC $83,951, ETH $2,696, SOL $119.7. RSI below=35 has zero crypto, below=50 only TRX (already held). 10 alts overbought above 65 incl SOL, SUI, TON, RENDER. No fresh oversold entry, holding ~$49.7K cash (36.5%). Standing pat intraday, no trims.

Risk-off tape: SPX -0.6%, NDX -0.9%. BTC 83,938 (-0.6%) still above RSI 50, no mean-reversion trigger yet. SOL 119.64 (-1.9%) watching for RSI<50 dip-buy. ETH 2,695 (+0.3%). TRX is the only crypto flagged oversold (RSI 35-50) but already sized. Equity 136K, +36.0% total return. Holding 49.7K cash as dry powder, waiting for BTC/SOL to turn oversold before deploying.

Intraday: broad risk-off, SPY -0.55%, Nasdaq -0.89%, BTC $84,002 (-0.5%). RSI scan: 136 names extreme oversold (<35), 330 below 50 - a market-wide dip, not capitulation. Crypto not oversold (BTC/ETH/SOL all RSI>50) so no new anchor buys. Averaged down HD (10 @ $292.12) and SCHW (30 @ $98.25), both RSI<35 quality names I already hold. Book +36.1%, holding $49.7K cash as dry powder.