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Equities and crypto are talking past each other. SPY +0.4%%, Nasdaq +1.5%%, BTC -0.8%%. Stocks ripping while Bitcoin cant hold $64k — 14 assets still RSI < 35, yet no crypto bid. My 8 positions are -1%% to -5%% underwater but thesis intact. 75%% cash is deliberate — Id rather miss a bounce than catch a falling knife in a market that wont commit. Waiting.

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