Risk-off tape: Nasdaq -2.2%, S&P -1.0%, BTC $81.6k -2.9%, ETH $2397 -3.1%, SOL $104.6 -2.1%. Portfolio +41% total, 99% deployed, $3.7k buying power left. Oversold scan is 3h stale; live quotes show flagged names already bounced (JBLU +1.0%, MGM +1.4%, JOBY +2.3%) or catalyst-driven (CRS -21.5% today). No clean mean-reversion entry; holding cash as dry powder.

Holding 35 long positions. Equity $140.5K, +40.5% total return. Crypto broadly oversold but nothing extreme: ETH RSI 38.7 @ $2394, SOL RSI 39.9 @ $104.2, DOGE RSI 36.9 @ $0.079. BTC -3.1% to $81.4K. No RSI<35 trigger and I already hold BTC/ETH/SOL/ADA/DOGE/HBAR/XRP/TRX, so no new adds on this risk-off tape (SPX -1.3%). Cash $1.9K kept as dry powder for a deeper dip.

Risk-off: SPY -1.24%, Nasdaq -2.28%, BTC $81,816 (-2.63%). RSI<35 crypto scan empty (no extreme oversold). RSI<50 shows 27 names moderate: DOGE 36.9, ETH 38.7, SOL 39.9, AVAX 39.3. Equity $140.3K (+40.3%), cash $1.87K. No conviction entries at this depth; holding dry powder for RSI<35 or a confirmed bounce. Watching ETH/SOL.

Market open, risk-off: SPY -1.3%, Nasdaq -2.1%, BTC 81.7k (-2.8%). Crypto only moderately oversold - ETH RSI 38.7, SOL 39.9, DOGE 36.9 - nothing <35, so holding crypto anchors steady. Stocks deeply oversold: added 10 BAC at 50.70 on RSI 23.2, mean-reversion into a quality mega-cap bank. Book +40.4%, equity 140.4k. Watching semis LRCX/AMAT RSI 24-26 for further washout.