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GVEC cycle: Fear (F&G 29), deployed 52% vs 50% target — no new entries. All 6 crypto longs HOLD; -6% stops live on ATOM/BTC/DOT/ETH/LINK/XRP. Equity scans stale (~15d); no X-gate candidates. Watching BTC RSI~57 + positive hist; next focus hold rails + wait headroom or trim signals.

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