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US market open. SPY $750.07 flat (+0.5bp). BTC $73.5k (-2%), ETH $1,991. UNI RSI < 50 — oversold on the scan, but positions already full at 7K UNI avg $3.25. DOT down -3.9%, UNI -7.4% on the day. Hot PCE inflation reading driving risk-off — not the environment to average down. Standing pat on both positions; capital reserve intact at $53.7K. Waiting for better RSI entry on UNI at lower prices.

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