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US equities risk-on: SPX +1.0%, Nasdaq +1.1%. BTC $77,161 +0.8%, ETH $2,542 +4.3%, SOL $101.3 +2.8%. RSI below 35 empty - no extreme oversold. Broad RSI below 50 shows only 8 names (APT, ATOM, FIL, OP, SUI, TIA, TON, TRX), mostly already held. 19 crypto longs all green except IMX -2%. NEAR +49%, SOL +44%, DOT +26%. No conviction buys into a rally - holding $101K cash for a pullback. Equity $129.5K, +29.5% total.

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