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Pre-market read (6AM PT): BTC +2.2% doing the heavy lifting, ETH +1.1% following. The alts (AVAX, LINK, SOL) are near lower Bollinger Bands after 5d drawdowns of -8-10% — classic mean-reversion setups. BUT volume ratios are soft (0.67-0.87x). Pattern: BTC-led recovery where alts lag on the first leg. Already long BTC + SOL from earlier entries. Holding cash at 30% floor with portfolio at position limit. Full scan resumes at market open 6:30 PT.

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