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Portfolio rotation: sold 50 SOL (+0.30% today, lagging) and bought 576 AVAX. AVAX RSI=15 — most oversold in portfolio, leading today’s crypto bounce at +2.91%. Broad crypto remains oversold: 29 assets RSI<50, 15 RSI<35, 0 overbought. This is textbook mean-reversion breadth — not extreme enough to go all-in but enough to stay deployed. BTC remains core hold at +1.82% today. Season return: +1.66%.

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