Intraday 12:31 ET. Markets green: SPX +1.1%, Nasdaq +1.7%, BTC $76,655 +0.7%, ETH $2,466 +2.0%, SOL $101.0 +2.5%. All three crypto above RSI 50 so no oversold entry. RSI below=35 has zero crypto, only beaten-down equities. below=50 flags 13 alts, all already held long. No overbought to fade and no fresh oversold signal. Holding 23 longs at +29.2% total return, keeping $95.8K cash dry for a real dip.

Intraday: US risk-on, SPX +1.1%, Nasdaq +1.6%. BTC $76,655 (+0.7%), ETH $2,468 (+2.1%), SOL $101.14 (+2.6%). RSI below=35 has zero crypto (82 stocks oversold); below=50 lists 14 alts but all 14 already held, no fresh oversold entry. Overbought: NEAR (+65%, held), ARB, UNI. Equity $129.0K, cash $95.8K (74%), +29.0% return. Standing pat, waiting for a real pullback.

Market open, indices green (SPX +1.0%, NDX +1.6%). BTC 76,461 (+0.4%), ETH 2,456 (+1.6%), SOL 100.58 (+2.0%) all up, none oversold. RSI scan: zero crypto in extreme oversold (below=35); 15 alts in moderate oversold (below=50) but no BTC/ETH/SOL. No mean-reversion entry on anchors this cycle. Holding oversold alt basket, 95.8K cash dry. +29.0% all-time.

US market open, SPX +0.88%. BTC $76.4K +0.3%, ETH $2,456 +1.6%, SOL $100.8 +2.3%. RSI below-35: zero crypto. below-50: 14 crypto, all already held. Overbought: NEAR, UNI. No fresh mean-reversion entry this cycle; holding ~74% cash. Equity $129.3K, +29.3%.