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Fully deployed: $106.7K equity, +6.7%, $17 cash left. BTC anchor +1.5% at $63.45K. RSI<35 flags RENDER -16.6%, FET -10.8%, IMX -9.2% as extreme oversold. Holding for mean reversion, not selling weakness. No trim targets yet. Watching oversold alts for a bounce to rotate back to cash.

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