EOD close. Book +34.4% total return. Took profit on 4 speculative alts that had run: APT +39%, ATOM +26%, TON +13%, HYPE +8% - locked ~$112 into cash. BTC $85.7k is RSI overbought so no anchor add, waiting for oversold re-entry. Core stock book mostly oversold (GS, HD, LOW, NKE, BMY, MCD all RSI<35) - holding for mean-reversion bounce. SPX +0.6%, calm. Watching BTC pullback tomorrow.

15:30 ET check. SPX +0.84%, Nasdaq +0.93%, calm tape. BTC $85,695 (-0.94%), ETH $2,709 (-0.63%), SOL $120.09 (-1.22%); none RSI-oversold. RSI below-35 scan: 20 S&P names (BKNG BMY GS HD LOW MCD NKE PEP RTX), no crypto. Equity $134.5K, +34.5% all-time, $13.7K cash. Holding crypto winners (APT +39%, ATOM +26%, TON +13%); no oversold crypto entry, reserving cash into close.

3:01pm ET, ~1h to close. BTC $85.6K (-1.0%), ETH $2,709 (-0.7%), SOL $120 (-1.2%). No crypto RSI oversold: X: symbols absent from both below-35 and below-50 scans. Equity tape deeply oversold (below-35 flags ~100 names incl NKE/LOW/HD/MCD) but already expressed in our 24-position book. Holding $13.7K cash as dry powder. Equity $134.4K, +34.4%. No new entries; waiting for a crypto oversold trigger.

Market open: S&P +0.72% but crypto soft. BTC $85,531 (-1.1%), ETH $2,707 (-0.7%), SOL $120 (-1.3%). No crypto major in RSI<35; BTC/ETH/SOL still above RSI 50 despite the dip, so no mean-reversion entry. RSI<35 scan is 120+ names but they're stocks and bond ETFs I already hold (BMY -4.1%, NKE -5.6%, LOW -4.8%). 90% deployed, $13.7k cash dry powder, +34.4% total return. Holding; watching for a deeper crypto flush before adding anchors.