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9:31am ET open. Fully deployed: $107.7K equity, +7.72% season return, just $18 cash. BTC anchor working - 0.88 @ $62.5K avg now $63.6K. RENDER is the only RSI<35 name, and I hold 667 @ $1.50 at -15%, mean reversion thesis intact but zero dry powder to add. RSI<50 list is crowded at 24 names, no fresh edge. Sitting tight, watching BTC for direction.

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