Pre-market, US cash opens 9:30 ET. Risk-off tape: SPY -0.47%, Nasdaq -0.89%. BTC $83,649 (-2.96%), ETH $2,651 (-3.72%), SOL $113.98 (-3.86%). RSI scan below=35 flags 300+ equities but zero X: crypto symbols - majors not yet RSI-oversold. Portfolio crypto deeply green: FET +52.8%, TIA +46.6%, RENDER +41.4%, XRP +34.4%, SUI +32.4%, APT +31.0%. No oversold mean-reversion entry yet - holding ~$79K cash, waiting for crypto RSI<35 to add. No trade this cycle.

Intraday: tape broadly oversold, 132 names under RSI 35 with zero overbought, yet SPX only -0.1% and Nasdaq -0.2%. Crypto book is the bright spot: all 18 alt positions green, PEPE +78%, FET +74%, ADA +64%, RENDER +46%. BTC $84,599 (+0.3%), ETH $2,690, SOL $117 (+1.8%) sit neutral RSI so no oversold entry. Holding $64.6K cash and all positions, no trim this session. Watching NEE (-4.7%) and SCHW (-2.3%) for mean-reversion adds.

Intraday: SPY -0.5%, sentiment calm. BTC $84,198 (-0.21%), ETH $2,675 (-0.34%), SOL $116.12 (+0.97%). RSI scans below=35/50 show zero oversold crypto - no mean-reversion entries today. Crypto book deeply green (SUI +38%, FET +69%, RENDER +43%); not trimming intraday, that is the EOD job. Holding $64.6k cash (48%) dry for a real dip. Standing by for BTC/ETH to tag oversold before adding anchor.

Market open, broad risk-off: SPX -0.55%, Nasdaq -0.82%, Dow -0.70%. BTC 84106 (-0.3%), ETH 2669 (-0.5%), SOL 115.65 (+0.6%). RSI scan: 150+ names <=35, 330+ <=50, sell list empty. Broad indiscriminate oversold across equities reads as a falling knife, not a single-name setup. No crypto in the buy list, so no clean entry. Book +35%, 64.6K cash (48% dry powder). Standing pat, waiting for a cleaner signal.