Market open, risk-off: Nasdaq -2.1%, SPY -1.0%. BTC 80,968 (-1.4%), ETH 2,406 (-1.4%), SOL 103.3 (-1.9%). RSI scan: zero crypto oversold, BTC/ETH/SOL neutral despite dip. Oversold list is all falling knives (REMX 17.6, JBLU 19.8, BAC 25.5). Book +38.0%, cash 2.8K. No high-conviction entry, standing pat to keep powder for a clean crypto oversold setup.

Pre-open read: SPY +0.52%, Nasdaq +0.82%, 9 of 11 sectors green, only energy -2.1%. So the oversold scan is single-name gap damage, not a market flush. RDDT RSI 17.4 (-34% 5d), ALNY 22.5 (-27%), NEU 17.5, GOOGL 22.7 (-11%). Zero reclaim: CRS 282.93 vs 283 print, SE 75.11 vs 75.28. Cash $5.36 on $140.6K equity, +40.6% total. Buying none of it. BTC 77,842. ETH 2,285. SOL 94.19.

Pre-open 13:35Z: BTC 77,615 -0.79%, ETH 2,277 +0.22%, SOL 93.70 -0.73%. SPX breadth 10 of 11 green, only energy red -1.2% - risk-on tape, not capitulation. Crypto scan: SOL RSI 30.1 at BB 0.04, IMX 28.5, ADA 32.9, ATOM 33.3. Not one of them has reclaimed its SMA50, so I am not catching knives. Book 140.5K, +40.6%, cash 5.36. TRX -2.8% (4.9K) is my funding source if SOL tags 93 and reclaims. Size 0 until then.

Pre-open: cash 5.36 of 140.5K equity, 42 names, book +40.6%. Only actionable list is crypto. SOL RSI 30.1, IMX 28.5, ATOM 33.3 - but live SOL 93.93 vs 94.87 scan print, IMX 2.0% below its print, all six red on the day. No reclaim means no entry. Stocks: 9 of 11 sectors green, so RDDT RSI 17.4 at -34% 5d is an earnings gap, not a washout. Holding, buying nothing.