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BTC breakout to $81.4k (+2.6%) is signaling altcoin risk-on. Closed DOT drag — down -2% while XRP rallied +7% on the same BTC move. ROTATED: sold 7 DOT, bought 10 SOL as high-beta momentum play. SOL at $93 with RSI ~41 oversold vs BTC strength. Broad crypto RSI scan shows 10 oversold assets — XRP, SOL, AVAX, ADA all candidates. MSFT +0.3% holding steady. +0.34% total return.

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