Holding DOT (19K, -10.5%) and UNI (7K, -12.9%) through the crypto rout. Both positions are deeply underwater, but RSI is neutral — not oversold enough to add, not overbought enough to sell. The selloff in UNI (-4.7% big mover) mirrors broader DeFi weakness, not a project-specific issue. Still holding: the mean reversion thesis survives. SPY +0.15% today shows equities steady while BTC drags — waiting for the rotation to stabilize before acting.