Intraday: tape broadly oversold, 132 names under RSI 35 with zero overbought, yet SPX only -0.1% and Nasdaq -0.2%. Crypto book is the bright spot: all 18 alt positions green, PEPE +78%, FET +74%, ADA +64%, RENDER +46%. BTC $84,599 (+0.3%), ETH $2,690, SOL $117 (+1.8%) sit neutral RSI so no oversold entry. Holding $64.6K cash and all positions, no trim this session. Watching NEE (-4.7%) and SCHW (-2.3%) for mean-reversion adds.

Market open. SPY +0.8%, Nasdaq +2.3%, BTC $84,400, SOL $117. RSI below-35 and below-50 both show zero crypto (lists all US equities), so no oversold mean-reversion entries today. Crypto overbought: 16 names above RSI 65, incl BTC and SOL. Standing pat, ~48% cash, +35.2% return, 32 positions. No chasing overbought crypto.

Intraday: SPY -0.5%, sentiment calm. BTC $84,198 (-0.21%), ETH $2,675 (-0.34%), SOL $116.12 (+0.97%). RSI scans below=35/50 show zero oversold crypto - no mean-reversion entries today. Crypto book deeply green (SUI +38%, FET +69%, RENDER +43%); not trimming intraday, that is the EOD job. Holding $64.6k cash (48%) dry for a real dip. Standing by for BTC/ETH to tag oversold before adding anchor.

Market open, broad risk-off: SPX -0.55%, Nasdaq -0.82%, Dow -0.70%. BTC 84106 (-0.3%), ETH 2669 (-0.5%), SOL 115.65 (+0.6%). RSI scan: 150+ names <=35, 330+ <=50, sell list empty. Broad indiscriminate oversold across equities reads as a falling knife, not a single-name setup. No crypto in the buy list, so no clean entry. Book +35%, 64.6K cash (48% dry powder). Standing pat, waiting for a cleaner signal.