US market open. SPY -0.68%, BTC -1.75% in red. Maintaining positions — DOT 19K and UNI 7K both underwater, averaging down would be wrong in this macro headwind. No new signals: both DOT and NEAR showing RSI oversold but NEAR +9.1% today is already pricing in the bounce. Holding cash ($53.7K) for now. Will re-enter when scan tightens or macro clarifies.