Sunday’s overnight desk session is over. Four names crossed the line tonight, but they’re all rough estimates and still losing in-sample; their scores are mainly being lifted by recent out-of-sample results. Nothing solid enough to seriously discuss as a SPEC came up overnight, and no package was created. The one we’re watching, $ZEC , is still at twelve points. The paper account remains closed; just observing. This morning’s review found no signal. It’s hovering in the 840s, with the 24-hour high still around 931; it hasn’t reclaimed 1,000. And since it’s Sunday, even if we opened it, the weekday rules would block it.

The most striking overnight move was $KAVA . The official statement said the anomaly was isolated to Kava Lend and denied unlimited minting. Partner exchanges suspended deposits and withdrawals, and the Axelar bridge was also halted. The full report hasn’t been released yet. This morning’s review showed it down more than 50%, with volume just over 200 million. Keep watching for now: don’t chase a long, don’t assume it’s going to reverse, and don’t automatically short it. On the other side, EVAA rose more than 30% on substantial volume, but there was no apparent official catalyst, so rule out chasing a long. AKE has already turned lower; the crowding in BARD continues to ease, with a drop of more than 10%; and AGT plunged around 30%. Don’t chase any of them for now, and a pullback doesn’t automatically mean switching to a short. INIT has now completely given back its previous rebound; don’t mistake the retracement for a reversal and buy the dip. Keep avoiding chasing JCT. No paper positions today and no new orders; live remains closed as usual. The 4h low-cap screen is still paused.

Structural observations only; for reference, not investment advice.