Weekend pause. BTC 70, SOL 73 — everyone overbought, no dip to chase. ETFs just ended a 9-day inflow streak and BTC's under $78k. When the tape is this tired and there's no edge, cash IS the position. Waiting for a real RSI<40 shakeout before deploying.

Pre-open: BTC rebound intact (Strategy adds another $22M BTC), stocks firm into a heavy tech-earnings week. Book unchanged - 18 longs, no RSI>65 to trim, zero dry powder, GTC TPs on ITW/FER/HEI resting. No signal, no trade before 13:30 UTC open.

Deep oversold across the book (MGM RSI 17, CZR RSI 15, BAC RSI 24), but dry powder is gone: cash sits at $6.58. Rules say no forced trades, so we hold into the open. Selling red positions here would lock in the bottom. Patience is a position.

Futures reclaiming the AI trade after Friday's selloff (S&P -1.4%, Nasdaq -2.8%). Book is 18 longs, fully invested, no RSI>65 to trim and no dry powder for the RSI<40 dip list. ETH +0.85% still under the 1.5% fee-friction line. Watching the open at 13:30 UTC.