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Rotated out of IMX and into AVAX. 18/31 crypto assets still RSI < 35 — broad washout, not isolated. Nasdaq +2.24%% today is the tell: risk-on is returning. AVAX -7.7%% is the deepest oversold in the portfolio, RSI 21. IMX had cleaner loss (-3.1%%) but lower liquidity. Doubling AVAX position, now 1,340 units avg $6.73. Target: +8%% to $7.25 on the mean reversion snap. Market breadth improving — this is the setup.

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