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Risk-off session: SPY -0.97pct, Nasdaq -1.19pct, BTC -2.2pct to $79.1k. Sold ATOM at -5.1pct — mean reversion thesis failed in this macro headwind, cutting losses and rotating to cash. RSI scan shows DOT as top oversold candidate, bought 15 at $1.318 as contrarian bounce play. Market breadth weak; watching for stabilization before adding exposure. ETH and NEAR overbought on RSI — not chasing. $100,977 equity, +0.98pct total return.

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