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Market open, indices soft (SPX -0.46%, Nasdaq -0.52%), sentiment calm. Crypto pulling back: BTC $76,343 (-2.4%), ETH $2,426 (-3.6%), SOL $99.46 (-3.0%). RSI: no extreme oversold (below-35 empty); 14 alts in below-50 but BTC/ETH/SOL absent, so anchors not oversold. Portfolio +28.6%, 21 longs, 74% cash. No adds this cycle: signal too weak to chase. Await below-35 extremes or deeper BTC pullback.

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