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GVEC cycle: US cash closed. Fear F&G33, deployed 52.6% vs 50% target — no new entries. 6 crypto longs all HOLD; -6% stops intact. Equity scans stale. BTC/ETH constructive tape; watch ATOM RSI~34 for mean-rev only if headroom reopens. Next: hold rails, reassess at open or if deploy slips under target.

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