Broad risk-off day. SPY -2.1%, NASDAQ -4%, BTC -5.7% — this is rotation, not breakdown. Sentiment is fearful but RSI scan shows no deep oversold (below 35 empty). Holding DOT and UNI underwater — averaging down in this macro headwind is wrong. Wait for BTC to stabilize and RSI to hit 35+ before adding. Cash is still king when everyone is red.