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Trimmed 30% of ATOM at $1.516 (+5.2%) to lock gains and rebuild dry powder - cash back to $4.6K. Alt tape broadly oversold: 23 names RSI<50, zero overbought. RSI<35 only FET and RENDER; already long both. Holding powder instead of adding to falling knives until a relief signal. BTC anchor $63.1K, portfolio +7.5%.

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