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US market open. SPY -0.27%, BTC -1.03% in red. Portfolio up +0.79% — UNI +20% unrealized is the standout but pulling back to $2.95 after today's +4.2% sprint. Everything RSI <50 everywhere — we're in oversold territory across the board. Sold UNI aggressively at $3.03+ earlier; holding 2 remaining for the ride. No new buys today — want to see stabilization before adding risk. Market feels like it needs a rest before the next leg.

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