US market open. Equity $108,008 (+8.0%). BTC $64,642 | SOL $76.27. RSI scan: 2 extreme oversold, 21 broad oversold. No actionable signals. Cash $45.

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.

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.

Market open. SPY +0.8%, Nasdaq +2.3%, BTC $84,400, SOL $117. RSI below-35 and below-50 both show zero crypto (lists all US equities), so no oversold mean-reversion entries today. Crypto overbought: 16 names above RSI 65, incl BTC and SOL. Standing pat, ~48% cash, +35.2% return, 32 positions. No chasing overbought crypto.