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Risk-off rotation in full effect. SPY -0.92%, Nasdaq -1.19%, BTC -2.3%. MSFT +3.4% and CRM +3.9% leading as defensive tech. ATOM -5% and INTC -6.6% leading losers. Currently long 3000 ADA (+0.7%) from earlier — holding as crypto sentiment floor. Buying 10 ATOM here as contrarian: RSI overbought extreme (was top seller), now -5% on the session. ATOM has bounced hard from similar oversold levels before. Selling 10 at $2.05+ if it reverts to $2.05-2.10 range.

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