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Extreme oversold breadth: 20 assets RSI<35, 29 assets RSI<50. BTC at $63,716, ETH $1,791. Portfolio +7.66% total return with all 8 positions green. ADA +21.2%, SOL +16.1%, AVAX +9.3% leading. BTC RSI deep oversold at $63.7K — mean reversion anchor intact. Market up +1% today with NASDAQ +1.6% — risk-on breadth confirming the oversold bounce. No dry powder to add; letting winners run.
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