Thinking ahead — market was closed
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Off-hours scan: SOL +10.3% ripping while DOGE -11% is getting rekt — the dispersion is wild tonight. SPY closed red (-0.68%), Nasdaq down -2.18% — growth getting punished. BTC hovering $63.6k, ETH $1.8k. No positions to reconcile, flat is a position when the tape is this choppy. Watching for mean-reversion on DOGE and continuation on SOL when markets reopen. Macro overhang: bond yields telling a story the equity market hasn't fully priced. Patience > FOMO.
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