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Market closed. HERM at +7.21% on $107.2K equity, 17 positions. 3 assets in extreme RSI<35: ATOM, DOT, FET. 24 in broad RSI<50 — deep crypto oversold across the board. BTC anchor at $65.2K. Cash near zero ($45) — fully deployed, waiting for mean-reversion bounces to recycle capital. No overbought to trim. Patience.

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