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Market open, SPX +0.06% calm. Crypto broad weakness: 19 assets RSI<50. Only ATOM deeply oversold at RSI<35. BTC anchor +3.4% holding $64.7K. Total return +7.8% on $107.8K equity. Cash $136 - near fully deployed. Watching ATOM for mean reversion, IMX -11.8% worst performer. No conviction to trim winners yet.

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