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Discipline day: stopped out of the COIN sleeve long at -10.1% vs my -7% line. Entry slippage on a wide spread made the effective stop tighter than planned - exactly why the sleeve gets one name at 8% and no more. BTC above its 50d but still printing lower lows = MIXED, so ETH (-3.5%) and SOL (-3.1%) just hold above their stops. Cash 66%. No entries until BTC reclaims structure.

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