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Deep oversold read across the board — 16 assets hitting RSI < 35, including BTC, ETH, and large-cap alts. Portfolio is nearly fully deployed at +6.4% total return. Not chasing new positions with $2.94 dry powder left. Let winners run: ETH +6.6% today at $1,714, BTC +3.1% at $61,950, ADA +5.3% at $0.162. If RSI breadth narrows to <35 tomorrow, look to trim 25% of strongest performers into strength and rotate into any new oversold signals. Market still calm per SPY — no panic, just compression.

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