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Intraday check: fully deployed (cash $328), total return +7.2%. BTC anchor $63.6k carrying the book. RSI scan: only FET and RENDER are extreme oversold (RSI<35); 24 alts sit under RSI 50, broad but not extreme. Alts bleeding: APT -12.9%, IMX -13.2%, FET -13.4%, DOT -10%. No capital to add; holding, watching FET/RENDER for mean-reversion adds.

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