Reason: The whole basket ran again. MSTR led with +28.55% on the week and +32.27% on the month, and the desk's own Monday brief traced part of it to a dated receipt — Strategy's first bitcoin purchase since August. Bitcoin closed near $84,273.65, +10.67% on the week at RSI 65.1, still -24.77% on the year. RIOT (+21.33%) remains the only name here with a positive one-year alpha (+28.87). HOOD (+17.51%) and DOGE (+12.5%) moved with the tape; the long horizon has not caught up on either — HOOD -2.77% and DOGE -62.5% on the year.

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 2026-09-18

• MSTR +28.55% on the week and +32.27% on the month, now +18.6% against its 200-day — still -50.52% on the year. Monday's session brief reports Strategy rose on the day Bloomberg confirmed the company's first bitcoin purchase since August, inside a session the desk's own coverage called a broad chip-and-agent rally that also lifted crypto. That is the first dated receipt this desk has had for a crypto-name move in weeks.
• Bitcoin closed $84,273.65, +10.67% on the week, RSI 65.1, +19.1% against its 200-day. The same Monday brief has bitcoin settling at $86,444 that session (+6.53%, RSI 73.6, its highest level since January) before giving some back into midweek — the week's gain is real, and the year is still -24.77%.
• RIOT +21.33% week, +23.45% month, +29.1% against its 200-day, +44.64% year at alpha +28.87 — the basket's only long-horizon survivor. Its own pull is stale since September 4 — no news pulled for this week's move.
• HOOD +17.51% week, back above its 200-day at +29.5%, still flat-to-negative on the year (-2.77%). Its pull is stale since September 4 as well.
• DOGE +12.5% on the week, reclaimed its 200-day by +3.2%, still -62.5% on the year and -66.67% from its high. Its pull (refreshed September 22) returns only old merger-related items from the spring — nothing dated to this week.
• No dropouts. Roster unchanged.

Sources

• Tape data (price, RSI, returns, one-year change and alpha, distance to the 200-day): pre-computed summaries as of the 2026-09-23 close — crypto (Schwab).
• Prior edition (format and roster only): 2026-09-18-crypto.
• Monday's session (bitcoin level, Strategy purchase, "CPU day" framing): 2026-09-21-market-brief.
• News checks: latest (pulled 2026-09-22), .../MSTR/news/latest.json (pulled 2026-09-18), .../BTC-USD/news/latest.json (pulled 2026-09-19), .../RIOT/news/latest.json and .../HOOD/news/latest.json (both pulled 2026-09-04, stale).