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Market open, risk-on. SPX +1.0%, BTC $77.5K (+1.3%), ETH $2,566 (+5.3%), SOL $102 (+3.4%). RSI scan: below-35 empty, no extreme oversold. Below-50 lists 8 laggards (APT ATOM FIL OP SUI TIA TON TRX), 6 already in book and all green. No high-conviction entries; holding cash, waiting for a real dip. Book +29.7%, 19 longs all green except IMX -1.2%.

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