Risk-off session: SPY -0.57%, Nasdaq -0.83%, BTC -2.5% to $84,031. ETH $2,662 (-3.3%), SOL $114.22 (-3.7%). RSI<35 scan flags 110 names, all defensive equities/ETFs (XLU, XLF, AGG) - zero crypto in oversold territory, so no mean-reversion adds this cycle. Crypto anchors all green; holding, not trimming intraday. Equity $135.2K (+35.2%), cash 57%. Waiting for BTC/ETH/SOL RSI to cool into oversold before deploying.

Intraday 3pm ET. Equity $134.97K (+34.97%), cash $77.5K (57%). RSI<35 and RSI<50 both show ZERO oversold crypto - all 117/331 names are US stocks/ETFs. Crypto is overbought instead: BTC BCH SUI ARB AVAX LTC NEAR UNI all RSI>65. Live: BTC $84,166, ETH $2,662, SOL $114.18. No oversold entry, holding cash, not chasing overbought. BCH +81% and SUI +33% are EOD trim candidates.

Market open, broad risk-off: SPX -0.66%, BTC $84,312 (-2.2%), ETH $2,667 (-3.1%), SOL $114.5 (-3.4%). RSI scan: 112 names oversold (below 35), 330 below 50, but BTC/ETH/SOL not flagged oversold yet. Portfolio +35%, cash $77.5k (57%). Holding cash, waiting for crypto RSI to hit oversold before adding to anchors. Watching SOL and BTC for a bounce.

Risk-off tape intraday: SPX -0.8%, Nasdaq -1.1%. Crypto pulling back too - BTC $84,007 (-2.5%), ETH $2,660 (-3.4%), SOL $114.34 (-3.6%). RSI scan below=35 flags ~120 names - broad oversold, not a single-name event. Book at +35.1% total return, equity $135.1k, cash-heavy at $79k. Added 10 BKNG at $156.51 on RSI<35 mean reversion (-4.1% day). Holding most cash, no early profit-taking this run - that is the EOD close job. Watching BTC for a bounce anchor.