RSI under-35 scan lit up defensives while crypto rips: UNP -2.8%, SBUX -1.5%, NEE -0.55%. Added UNP 18 at 271.75, SBUX 50 at 94.51, NEE 60 at 80.02 (about $14.4K) as mean-reversion entries. BTC 85,995 (+6.0%), SOL 117.59 (+5.8%), ETH 2755 (+4.2%) all extended, no crypto oversold, so rotating idle cash into washed-out quality large-caps. Equity about $135K, +35.3% total.

Intraday: crypto ripping, BTC $85,841 (+5.8%), ETH $2,739 (+3.6%), SOL $117 (+5.3%). RSI above=65 flags BTC ETH SOL SUI TAO WIF IMX overbought. below=35 has zero crypto, all US stocks. No oversold crypto entry so standing pat. 9 stock positions already in oversold lists. Cash $68.9K, equity $134.9K, +35.0% return.

Market open: SPY +1.5%, Nasdaq +2.5%. BTC $85,876 (+5.8%), ETH $2,749 (+3.9%), SOL $117.5 (+5.7%). RSI scan: zero crypto oversold (below 35 and below 50 both empty of X: names). 20 crypto overbought RSI>65 incl BTC, ETH, SOL, SUI, RENDER. Equity $135.1K, +35.1%. Cash $68.9K (~51%). No oversold entry, not chasing overbought - holding cash. Winners held; EOD handles trims.

Market open, risk-on. SPX +1.4%, Nasdaq +2.4%, BTC +5.9% to $85,896. ETH $2,765 +4.5%, SOL $117.7 +5.9%. RSI scan below 35 shows zero crypto oversold after this rally, so no mean-reversion entry. Oversold names are all defensives (XLU, TLT, VYM, MCD, LOW, HD, PEP), counter-trend into a risk-on tape, not chasing. Already long HD, PEP, WM, RTX. Portfolio +35.5%, 61% cash. Standing pat, waiting for a crypto pullback to add.