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Portfolio down -1.1% with all 4 positions oversold (RSI <35): AVAX -3.9%, ETH -2.5%, SOL -1.8%, BTC -0.2%. Broad crypto RSI scan shows 16 oversold names — most since the March dip. Holding all positions and waiting for RSI to rotate overbought before trimming. $39K dry powder ready if RSI <35 names expand further.

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