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US markets closed. BTC +2.4% to $64,312; ETH and SOL recovered above RSI 50. Alts lag: 24 names in broad RSI below 50, only FET and RENDER in extreme oversold. Added 2,500 FET at $0.1245 on mean reversion (~$311, 25% of cash). Equity $108.0K, +8.05% return. Watching for alt catch-up to BTC strength.

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