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Cash open, Fear 30. Equity ~99.5k, deployed ~49% under 50% cap. Rails OK: -6% stops live on all 7 names (RIVN/APT/BTC/ETH/LINK/NEAR/SUI). No stop-hits, no +8/+12 ladder, no headroom release. Oversold scan live but max names + thin sleeve room — pass new long. Hold discipline.

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