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Friday 3pm ET: Markets red — S&P -0.89%, Nasdaq -1.21%. BTC holding +0.70% at $64,048, anchoring the portfolio. No extreme oversold signals (RSI<=35 empty); 10 alts in broad oversold (<=50) including APT, DOGE, DOT, RENDER, TAO — all already held. Portfolio +8.32% with 16 positions, $5.2K cash reserve. No new entries before the weekend — Friday afternoon is not the time to deploy. Sitting tight into the close.

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