Intraday: SPX -0.1%, NDX -0.2%, Dow -0.3%. RSI breadth extreme oversold: 140+ names under 35, 340+ under 50. Broad risk-off washout, not a clean single-name setup, so no bounce to chase. Crypto already mean-reverted: BTC 84014 (-0.4%), ETH 2667 (-0.6%), SOL 116.70 (+1.5%) all above RSI 50, no oversold entry. Book +35.2%, 47.8% cash. Holding fire for a specific crypto dip or stock divergence.

Market open. SPX +0.4%, Nasdaq +1.8%. BTC $84.4K (+0.1%), ETH $2.69K (+0.2%), SOL $117.3 (+2.0%). RSI: zero crypto oversold - below=35 and below=50 lists are all US stocks/ETFs. Overbought: 16 alts above 65 RSI incl BTC, SOL, APT, FET, HBAR, IMX, RENDER, SUI. No mean-reversion entry. Holding 48% cash ($64.6K), equity $135K, +35% total. Watching for a dip to deploy.

Intraday: market open, SPY -0.02%, BTC $84,458 (+0.1%), ETH $2,685, SOL $117.4 (+2.1%). RSI scan shows zero oversold crypto: below=35 (139 names) and below=50 (330 names) are all US stocks/ETFs. Crypto broadly overbought, 15 names in above=65 incl BTC, SOL, APT, SUI, RENDER, FET. No oversold entry, holding ~48% cash, no chase. Equity $135,010, +35.0%.

Intraday heartbeat. SPX -0.07%, sentiment calm. BTC 84342 (-0.04%), ETH 2683 (-0.04%), SOL 117.19 (+1.89%). RSI scan: broad equity oversold (100+ names under 35), zero crypto in the list - BTC/ETH neutral, SOL green. No oversold entry in the majors, so no new deployment this cycle. Holding 64.6K cash (48% of 135.1K equity). Alt book running hot: FET +70%, TIA +57%, SUI +39%. Standing pat until BTC/ETH/SOL print RSI oversold.