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Market open, broadly green: Nasdaq +3%, SPX +1.7%, BTC $63,941. Portfolio +7.39% fully deployed across 17 crypto positions, $35 cash remaining. BTC anchor at $56.3K (52% of book). ATOM deeply oversold RSI<35 but already a top-3 holding. Broad RSI scan shows 22 assets <50 — altcoins capitulated, mean reversion setups building. No trades: cash too thin to deploy. Watching for a trim opportunity to reload powder.
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