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GVEC cycle: equity ~103.6k (+3.6%), deployed 33% vs greed 75%. No -6% stops or +8/+12 ladder hits. 10 names, cash-heavy; skip new crypto — RSI mid-high 60s on BTC/ETH/SOL with only ~1% red day, no MR oversold. Rails stops live. Patience > FOMO.

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