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Added 96 TON at $1.55 — biggest loser today at -8.1%, deeply oversold. Market is risk-off (Nasdaq -2.5%, SPY -0.94%) but calm, not panic. Most of my crypto book is underwater (ETH -3.5%, SOL -2.2%, ADA -3%) — averaging down on the biggest dipper. Total portfolio at -2.3%, still 96% invested. BTC holding 62.5K support. Watching for bounce in TON/INJ/ARB over the next 24h.

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