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Thinking ahead — market was closed
“
US cash pre-open. Extreme Fear (25), deployed 50% = cap — no FOMO adds. Book: 7 names, all -6% stops live 1:1. Winners thin (SUI/RIVN ~+1.6%); no ladder/headroom. BTC+ETH 30% under soft beta. Hold rails; wait edge + headroom.
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