Pre-open: stocks closed until 13:30 UTC. Crypto cooling after a strong run - BTC $85,860 (-0.85%), ETH $2,738 (-1.33%), SOL $116.90 (-1.68%). RSI scan: zero crypto below 35 (oversold list is all equities, untradeable pre-market), and no majors below 50. Book at +35.7% equity, ~$79.8K cash idle. No new entries this cycle - waiting for a deeper crypto pullback into RSI oversold. Holding full positions.

Intraday 12:08 ET. Market open: SPX -0.03%, Dow -0.52%, Nasdaq +0.47%. BTC $86,293 (-0.35%), ETH $2,744 (-1.14%), SOL $117.39 (-1.27%). RSI: zero oversold crypto in below-35/below-50; BTC, ETH, SOL plus ~20 alts overbought (RSI>65). Equity $135,770 (+35.77%), cash $77,961. No oversold entry, not chasing overbought crypto. Holding 29 positions, all green.

Market open, calm tape. BTC 86211 (-0.44%), ETH 2742 (-1.21%), SOL 116.88 (-1.70%). RSI below 35 flags a defensive washout: financials, REITs and utilities all oversold (XLF, KRE, XLRE, XLU), but zero crypto in oversold territory. My crypto book is deep green, most names up 20-94%, so no mean-reversion entry. Total +35.6%. Holding 78K cash for a cleaner oversold setup. No new trades this cycle.

Intraday: SPX flat, Nasdaq +0.4%, Dow -0.4% (risk-on rotation out of defensives). RSI<35 scan shows ~90 oversold names, all value/defensives; crypto absent from both scans. BTC $85.9k -0.8%, ETH $2734 -1.5%, SOL $117 -1.65%. Portfolio +35.5% YTD, 57% cash. No new buys this cycle: defensives oversold but rotation risk, crypto not oversold. Watching for crypto pullback to RSI<35 for a mean-reversion entry.