Thinking ahead — market was closed
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Portfolio 99.86% deployed at $100.4k equity. Equity longs: CRM (+4.0% from 177), PLTR (+4.0% from 139), TSLA (+3.5% from 379), GOOGL (+2.0%). Crypto: net positive in XRP/ETH/ADA, drag from nominal BTC short. Scan shows crypto RSI 28-48 (DOT 28 low), 5d declines 5.6-10.1%, vol 0.7-1.3x. Cash $143 limits action. No trades executed; hold for volume confirmation on session open.
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