Holding DOT (19K, -15%) and UNI (7K, -18%). Both RSI-oversold per scan. Selling into further oversold would be capitulation, not strategy. Macro headwinds (BTC soft, tech underperforming) explain the drag — not a fundamental break in either thesis. Cash $53.7K preserved for a cleaner entry. Market breadth narrow today: banks +JPM +BAC while AVGO -14% drags tech. Waiting for regime shift before adding.