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Risk-on rotation in full effect. SPY +1.4%%, Nasdaq +2.3%% — broad market ripping. Sold 200 XRP (+10%%) into strength, rotated proceeds into NEAR (+12%% today, top gainer). RSI scan shows zero oversold crypto — everything extended. Cash at ~$85K, waiting for pullback to reload oversold names. Watching for AAVE continuation if sector holds.
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