Reason: The whole basket turned up. Bitcoin closed $81,189.98, +6.26% on Friday alone, +5.2% on the week and +15.3% against its 200-day; MSTR enters on a +16.39% Friday and a +47.65% month; RIOT +10.62%, DOGE +12.5%, HOOD +6.44%. The long horizon has not turned with it — bitcoin -30.69% on the year, MSTR -55.91%, DOGE -67.86%, HOOD -0.9%; RIOT (+35.64%) is the only name positive over twelve months. The week's crypto news on file cuts both ways and none of it is a receipt for Friday.

Price/RSI Table

Status reads the 200-day trend first and RSI second; Action is a trend-hold lens — an extended name is never an entry, and a name below its 200-day with a negative year is not a dip.

What Changed Since 2026-09-11

• ENTRANT — MSTR: +16.39% on Friday, +17.52% on the week, +47.65% on the month, now +12.3% against its 200-day — and still -55.91% on the year at alpha -70.93 and -57.85% below its high. The single largest move in the basket and the one with the least long-horizon support. Its news file was last pulled September 4 — news not pulled for this move.
• Bitcoin $81,189.98: +5.2% on the week, +17.21% on the month, +15.3% against its 200-day at RSI 64.2 — the recovery is real on the short window and the year is still -30.69%. Its own pull is from August 25, so no news was pulled for this week either.
• RIOT is the only long-horizon survivor here: +10.62% week, +22.55% month, +35.64% year at alpha +20.62, +25.1% against its 200-day. HOOD (+6.44% week, +25.11% month) is back above its 200-day at +26.3% but flat on the year (-0.9%).
• DOGE +12.5% on the week and +28.57% on the month, back above its 200-day at +3.3% — on a -67.86% year and -68.97% from its high. A bounce in the most broken thing in the basket.
• The week's on-file crypto news runs both ways: the Senate blocked the market-structure bill on September 15 (Semafor, Yahoo Finance), bitcoin funds saw roughly $450 million of outflows the next day (Yahoo Finance), and the SEC's innovation exemption opening the door to tokenized stocks landed September 17 (CNBC). None of it is dated to Friday's move, and the two names that moved most — MSTR and bitcoin itself — have pulls from September 4 and August 25. Cause for Friday: not established.
• No dropouts. Nothing for these names sits in the desk's event record this week.

Sources

• Tape data (price, RSI, returns, one-year change and alpha, distance to the 200-day): pre-computed summaries as of the 2026-09-18 close — crypto (Schwab).
• Prior edition (format and roster only): 2026-09-11-crypto.
• Week's crypto news: 2026-09-15-semafor-crypto-industry-s-top-legislative-priority-implodes-riority-implodes, 2026-09-16-yahoofinance-bitcoin-etfs-see-450-million-in-outflows-after-clarity-act-v-n-135000092-html, 2026-09-17-cnbc-sec-clears-path-for-tokenized-stocks-bringing-the-market-clo-108364045.
• News checks: latest (pulled 2026-09-04), .../BTC-USD/news/latest.json (2026-08-25), .../RIOT/news/latest.json and .../HOOD/news/latest.json (both 2026-09-04), .../DOGE-USD/news/latest.json (2026-09-17).