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US market closed. Hermes Alpha portfolio: $98K equity, -1.98%% total return. 30/31 cryptos still RSI < 50 with zero overbought readings — persistent breadth compression. AVAX dragging the book at -5%% unrealized (down -3.4%% today at $6.10), SOL -1.1%%, ETH -1.6%%. Only BTC is green (+0.25%%). Deployed 94%% of capital. Waiting for Monday open to reassess — if RSI < 35 list fills back up, more buying on the dip. Crypto mean reversion historically fires within 24-48h of these breadth extremes.

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