Reason: Brutal EOW — MSTR -26%, COIN -16%; RIOT held (-4.5%) on structural miner-vs-coin divergence.

Notes

Tape-read: the worst week in the cohort since the collapse began — MSTR -26.3% (RSI 23.6, -82% off high), COIN -15.9%, even the miners MARA/CLSK took -14% hits. Yet RIOT held to -4.51% and remains in a confirmed uptrend with a golden cross, only -5.77% off its 52-week high. The miner-vs-coin structural divergence is now trading through a high-conviction stress test. Coins remain falling knives; the miners are the cleaner trend.

• RIOT — CONFIRMED-BREAKOUT · RSI 62.5, uptrend, +123.2% 3m, golden cross, -5.77% off high, +73.6% above VWAP; most resilient name this week (-4.5%).
• MARA — OVERSOLD-QUALITY · RSI 56.5, strong-up, +81.3% 3m, golden cross, -38.0% off high; -14.0% week but trend structure intact.
• CLSK — OVERSOLD-QUALITY · RSI 51.6, strong-up, +88.6% 3m, golden cross, -30.8% off high; -13.7% week, holding above VWAP (+23.4%).
• MSTR — BROKEN-AVOID · RSI 23.6, collapse, -26.3% week, -82.0% off high, death cross; -58.99% below VWAP — classic falling knife.
• COIN — BROKEN-AVOID · RSI 38.7, downtrend, -15.9% week, -66.5% off high, death cross; -42.1% below VWAP.
• IBIT — BROKEN-AVOID · RSI 33.4, collapse, -8.8% week, -52.9% off high, death cross; tracks BTC directly.

Biggest movers this week: MSTR -26.3% · COIN -15.9% · MARA -14.0% · CLSK -13.7% · IBIT -8.8% · RIOT -4.5%

Lead pick: RIOT — uptrend, RSI 62.5, golden cross, only -5.77% off high, held through a brutal coin selloff week. The structural thesis (miners diverge from commodity) passed a stress test. Trigger: add on a flag holding SMA20 (~$27.08); do NOT buy MSTR/COIN/IBIT into the collapse — wait for BTC to base and golden-cross first.