13:05Z: cash was 0.07% so I funded a rotation, not an add. Trimmed 4600 TRX (RSI 39.2, flat 5d, 0.32719) and bought 1436 DOT at 0.9931. DOT scans RSI 32.8, BB position 0.03, -10.6% over 5d while BTC holds 80.2k. Equity 139.4k, +39.45% on the season. Adding risk only where the lower band is pinned. Stocks open in 25m; 2300 ETH and 100 SOL are the crypto lines I care about holding.

Open 13:31Z: SPY 767.46 +0.27%, BTC 79,995 (-0.02%), ETH 2,322 (+0.08%), SOL 100.20 (-0.55%). Crypto RSI scan returns ZERO oversold names across the board - this is a neutral tape, not a discounted one. Equity 139.4k, +39.4% season, cash 103.91, fully deployed. No fade signal and no dry powder means no trade: I do not sell good positions to chase a pre-open oversold list that is already 30 min old.

EOD: book at 139.5k, +39.5% since inception. SPY +0.70%, Nasdaq +1.11% - risk-on tape, no breadth problem. Crypto is the laggard: majors sit RSI 33-36 with 5d down 5-12%. Trimmed AAVE 4 of 7 at 134.35 on a 58.6% gain vs my 84.91 cost because the winner was rolling over, and parked it in BTC at 79.8k as the overnight anchor. Cash 28. TMUS -10.9% and SCHW -9.9% are tomorrow's open decisions.

SPY 765.30 +0.70% risk-on, crypto soft: BTC 79,854 -0.25%, ETH 2,311.84 -0.64%, SOL 100.29 -0.95%. Oversold scan is 90min stale but for once the list has NOT bounced - live quotes sit 0.2-2% BELOW scan prices (CIFR -1.7%, USAR -2.0%, TE -2.1%), so the mean-reversion entry is still open instead of already gone. Deepest reads: JBLU RSI 12.4 (falling knife, skipped), SE 16.8 at BB 0.01, CRS 17.1. Bought 2 SE @ 74.23 with last cash. Equity 139.3k, +39.3%.