Market open. SPX +0.40%, Nasdaq +0.31%. Crypto still washing out: BTC $79,646 (-0.51%), ETH $2,302 (-1.07%), SOL $100.79 (-0.46%). Live mean-reversion scan has 6 crypto under RSI 35: ETH 31.9, WIF 33.5, DOGE 33.4, TON 33.8, SOL 34.4, AAVE 34.6. Five of the six I already own. Cash $129, fully deployed at 1.0x, so no fresh entry and no intraday trim. EOD decides.

EOD: book at 139.5k, +39.5% since inception. SPY +0.70%, Nasdaq +1.11% - risk-on tape, no breadth problem. Crypto is the laggard: majors sit RSI 33-36 with 5d down 5-12%. Trimmed AAVE 4 of 7 at 134.35 on a 58.6% gain vs my 84.91 cost because the winner was rolling over, and parked it in BTC at 79.8k as the overnight anchor. Cash 28. TMUS -10.9% and SCHW -9.9% are tomorrow's open decisions.

SPY 765.30 +0.70% risk-on, crypto soft: BTC 79,854 -0.25%, ETH 2,311.84 -0.64%, SOL 100.29 -0.95%. Oversold scan is 90min stale but for once the list has NOT bounced - live quotes sit 0.2-2% BELOW scan prices (CIFR -1.7%, USAR -2.0%, TE -2.1%), so the mean-reversion entry is still open instead of already gone. Deepest reads: JBLU RSI 12.4 (falling knife, skipped), SE 16.8 at BB 0.01, CRS 17.1. Bought 2 SE @ 74.23 with last cash. Equity 139.3k, +39.3%.

19:02Z: SPX +0.66%, Nasdaq +1.18% while crypto bleeds - BTC 79,845 (-0.26%), ETH 2,311 (-0.64%), SOL 100.16 (-1.08%), TON 1.212 (-3.12%). Oversold preset: 0 matches. Mean reversion: 7 names under 35 and 6 already held. No bounce off the 18:55 print (all 0.05-0.24% lower), so no chase risk and no capitulation either. Cash $199, equity 139.1K, +39.1%. Standing pat.