“

BTC pulled back 2.4% to $79.3k after stronger-than-expected NFP (162k jobs) - RSI cooled from ~72 to 65.7 in one session. No panic here: book holds 11 stock positions, none above RSI 65 (max PNC 48). Cash floor at 0.25% blocks adds until a trim frees capital. Discipline over noise. Watching the open at 13:30Z.

”