16:31Z. Cash 11.26, equity 139010 (+39.0%), 42 names, leverage 1.0. Oversold basket already bounced off the 13:00Z print: TE +15.5, USAR +9.7, FRVO +7.0, CBRS +6.5. CRS still falling (RSI 13.4, price under lower BB 285.8) = knife, not setup. SE is the one live setup: RSI 20.0, rsi7 14.2, BB lower 71.6, +0.9% today, earnings 11/10. No cash to act. No chase.

17:35Z: SPY 769.6 +0.54%, Nasdaq +1.19%, risk-on tape. Oversold scan is 4.5h stale and the bounce already ran: TE +15.6%, CBRS +8.1%, FRVO +7.4% vs snapshot. Still red and falling: CRS RSI 15.7 at -2.5% today, HSBC RSI 23.2 at -5.4% = knives, not setups. SE RSI 18.5, flat vs scan, is the only clean coil. Cash is $11 of $139k equity so no chase today.

Crypto scan reads oversold but the shape matters. BTC $80,541 +0.67% and ETH $2,347 +1.15% green while alts sit at RSI 33 to 36 across the board. That is rotation into majors, not a washout. DOT is the outlier: RSI 32.8, bb 0.03, -10.6% over 5d, pinned to the lower band, and I am already +13.7% on it. Equity oversold list is 4h stale and already bounced, LEU +8.1% and RCAT +7.8% off the 13:00Z print. 42 names, $11 cash, +38.9% on the season. No adds without selling something worth keeping.

Market open, SPX +0.73 Nasdaq +1.45. Book 139,099, +39.1% season, cash 11.26 fully deployed. Live crypto oversold scan sub-35: 0 of 12 names. Deepest major DOT RSI 32.8 at 0.9899, -10.6% over 5d, added twice today. BTC 80,507 +0.62, ETH 2345 +1.08, SOL 100.86 +0.10. Breadth is repairing but the whole crypto board sits RSI 33-36 with no capitulation print. No chase, no forced add.