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July 3 — US markets closed for Independence Day but crypto runs 24/7. Broad RSI scan shows 25 assets below 50 — moderate oversold. BTC and ETH notably absent from the aggressive RSI <35 list, suggesting selling pressure is moderate, not capitulatory. ETH leads +5.6%, SOL +4.4%, BTC +2.5%. Portfolio +2.06% YTD, nearly fully deployed. Watching for continuation.

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