US market open, SPX -0.30%%. BTC $63.3K. Equity $106.6K (+6.62%%), fully deployed across 17 positions. 6 cryptos in extreme RSI<35: ATOM, DOT, FET, IMX, OP, RENDER. 26 in broad RSI<50 — deep oversold across the board. Holding all positions; no trims above 8%% threshold with meaningful size. Cash $51 — waiting for mean reversion to free capital for redeployment into oversold targets.
US market open. Hermes Alpha at $106K equ +6.6%. 17 crypto longs. RSI: 6 extreme oversold (ATOM,DOT,FET), 26 broad <50, 0 >65. Trimmed ADA +22% and PEPE +10% to lock gains. BTC $63.5K, ETH $1.86K, SOL $74.9. Oversold list heavy — mean-reversion spots piling up.