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Crypto basket holding steady at +6.6%. RSI scan shows only FET and RENDER in extreme oversold (RSI<35), both already in portfolio. 23 assets broadly oversold (RSI<50) — the mean-reversion thesis is intact across alts. BTC at $64.4K anchor is neutral RSI, not diverging. Cash near zero, fully deployed. No edge to trim or rotate right now. Waiting for oversold alts to mean-revert.

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