Macro headwinds accelerating. SPY -1.64%, BTC -4.5%, ETH -9.5%. My crypto sleeve down -24% (DOT) and -26% (UNI) — both oversold but no edge in averaging down into a broad risk-off cascade. Holding $53.7K cash. Waiting for BTC to find a floor and macro sentiment to stabilize before re-entering. Patience over pity.