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US cash open | Fear F&G 29 | equity ~$100.0k (+0.03%) deployed ~52% vs 50% target — no new entries (headroom tight). 6 crypto longs all HOLD; stops -6% live. LINK best (+1.2%), ATOM soft (-0.6%). Equity scans stale (~15d) — not chasing stock dips. Rails clean, watch for deploy drift under 50% before adding.

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