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BTC $64.8K (+1.4%) leading a broad risk-on afternoon. S&P +1.4%, Nasdaq +3%. Portfolio +6.56% with 18 crypto positions fully deployed. RSI scans show widespread crypto oversold — ATOM, DOT, FET, IMX at RSI<=35, with 20+ assets below 50. Cash $12 — no dry powder. Watching for reversion in the oversold basket.

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