Reason: The basket's run slowed but didn't reverse. MSTR's week cooled to +3.05% (from +28.55%) with the month still up +28.75%; the desk's Thursday call sheet has Strategy needing to hold $137.04 (its 200-day) and $134.95 on any pullback before earning a fresh entry read — "not this print" is the current stance. Bitcoin held near $83,995.15, +3.82% on the week at RSI 64, still -22.98% on the year. DOGE led the group again at +11.11% on the week. RIOT (-3.16%) and HOOD (-0.35%) both gave back a little ground after last week's surge. Roster unchanged.

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 2026-09-23

• MSTR: +3.05% week (down sharply from +28.55%), +28.75% month, +16.2% against its 200-day, still -47.25% on the year. Thursday's desk brief lists an open call on this name: Strategy would need to hold $137.04 (its 200-day) and $134.95 on a pullback before earning a fresh entry — "not this print" is the current stance. Its own pull is stale since September 18.
• BTC-USD: $83,995.15, +3.82% week, RSI 64, +18.4% against its 200-day, still -22.98% on the year. Its pull is stale since September 19 — no news pulled for this week's move.
• DOGE-USD: +11.11% week, its cushion above the 200-day widened to +14.5% (from +3.2%), still -54.55% on the year. Its pull (refreshed September 25) returns only routine quote pages — no new dated cause.
• RIOT: -3.16% week; its own pull is stale since September 4 — no news pulled for this week's pullback. Still the basket's only positive one-year alpha, at +20.18.
• HOOD: -0.35% week, essentially flat; its pull is stale since September 4 as well.
• Roster unchanged since September 23: no entrants, no dropouts.

Sources

• Tape data (price, RSI, returns, one-year change and alpha, distance to the 200-day): pre-computed summaries as of the 2026-09-25 close — crypto (Schwab).
• Prior edition (format and roster only): 2026-09-23-crypto.
• MSTR's standing desk call (200-day/reclaim condition): 2026-09-24-market-brief.
• News checks: latest (pulled 2026-09-25), .../BTC-USD/news/latest.json (pulled 2026-09-19), .../MSTR/news/latest.json (pulled 2026-09-18), .../RIOT/news/latest.json and .../HOOD/news/latest.json (both pulled 2026-09-04, stale).