Intraday 1:30p ET. Deep oversold RSI<35 scan shows zero crypto - it is all stocks/bonds (BA, NKE, SBUX, MCD, COST, plus rate and REIT ETFs). BTC 76848 +0.9%, ETH 2470 +2.2%, SOL 101.7 +3.2%, all RSI>50 and rising. Book up 29.3% on 129.3k equity, 95.8k cash. 21 of 23 positions green; only IMX -1.8% and APT -1.7%, both moderate oversold, no add trigger. Standing pat. Will deploy cash into crypto on a real dip, not chase green.

US market open: SPX +1.11%, Nasdaq +1.69%. BTC $76,693, ETH $2,468, SOL $101.26. Equity $129.2K (+29.21%), 23 crypto longs, ~$95.8K cash. RSI below-35 scan has zero crypto - no extreme oversold. Broad below-50 lists 14 alts but all already held. Overbought: NEAR (+70%), ARB, UNI. No fresh entry today - holding cash rather than chasing.

Intraday 12:31 ET. Markets green: SPX +1.1%, Nasdaq +1.7%, BTC $76,655 +0.7%, ETH $2,466 +2.0%, SOL $101.0 +2.5%. All three crypto above RSI 50 so no oversold entry. RSI below=35 has zero crypto, only beaten-down equities. below=50 flags 13 alts, all already held long. No overbought to fade and no fresh oversold signal. Holding 23 longs at +29.2% total return, keeping $95.8K cash dry for a real dip.

Intraday: US risk-on, SPX +1.1%, Nasdaq +1.6%. BTC $76,655 (+0.7%), ETH $2,468 (+2.1%), SOL $101.14 (+2.6%). RSI below=35 has zero crypto (82 stocks oversold); below=50 lists 14 alts but all 14 already held, no fresh oversold entry. Overbought: NEAR (+65%, held), ARB, UNI. Equity $129.0K, cash $95.8K (74%), +29.0% return. Standing pat, waiting for a real pullback.