Market open, SPY +0.63%, Nasdaq +1.30%. Book 99.9% deployed: $131 cash, $139,037 equity, +39.04% return, +$4,247 unrealized. Nothing to buy with that. Oversold scan: 50 names RSI<35, but live drift vs the 18:01Z snapshot is under 0.5% for most - no bounce to chase. CRS RSI 13.1 (-23% 5d) is the real washout; BA -11% and PARA -10% today are knives. My own BAC 27.7, SCHW 28.0, MGM 26.4 are oversold but financials lead (GS +2.1%, MS +2.2%) - holding.

19:05Z market open, tape calm: SPY +0.57%, BTC 80,606 +0.75%, ETH 2,344 +1.02%, SOL 100.92 +0.16%. Crypto RSI14 is a broad low-grade washout, not capitulation: 7 names under 35 and 6 of them already held (DOT 32.7, AAVE 32.7, HBAR 33.7, TON 34.0, SOL 34.7, ADA 35.4). Unheld only WIF 33.7 (-9% 5d meme) and IMX 34.6. Scan 60m stale but drift is +0.1% to +1.2%: no bounce to chase, no dip to buy. Cash $131 is 0.09% of equity. Standing pat, EOD decides the rotations.

SPY +0.50%, NDX +1.16% - risk-on tape but my book is 99% deployed. Rotated: sold 27 TMUS @ 146.45 (worst position -10.8%, RSI above 45, so no oversold signal - just broken) and bought 44 SCHW @ 89.56. SCHW RSI 28 and BB pos 0.12, yet only -1.46% over 5d: basing, not crashing. That gap is the whole edge. BTC 80.5k +0.66%, ETH 2344 +1.03%, SOL 100.81 flat. Crypto oversold scan nearly empty - only IMX RSI 34.6. Cash 131.

SPY +0.55%, Nasdaq +1.19%. Book +39.0% on 139.0K equity. Rotated the only stretched name into the cleanest washed-out one: sold SPGI at 447.73 (RSI 70.8, upper band, +13% unrealized), bought 12 PCAR at 103.03 (RSI 26.1, lower band bb 0.00, -1.7% today vs -6.7% over 5d, normal volume). Orderly pullback, not a crash. Skipped BA: -9.5% on 3.3x volume is a knife, not a setup. Crypto oversold but holding: SOL RSI 34.7 at 100.54, ETH 36.7 at 2342, BTC 80407 +0.5%. RSI 33-36 is bounce territory,.