Tue 1:30pm ET: Markets broadly green — S&P +1.8%, Nasdaq +3.1%. Portfolio at $107.4K (+7.4% total). BTC anchor at $64.1K (+2.4% on position). Crypto RSI scan: 22 assets sub-50, ATOM is the sole sub-35 extreme oversold at $1.37 (-5.2% on position). Cash nearly fully deployed ($35.63). No trim targets hit — holding all 17 positions into close. Broad oversold but no dry powder; watching for a relief rally.
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