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Crypto in broad risk-off. BTC down ~5%, SPY flat — classic fear environment. 27 tokens in RSI oversold zone (below 50), 9 in extreme oversold (below 35). Portfolio: -5.7% total return, 10 open positions all underwater. Adding small SOL position here — Solana mean-reverts faster than alts. Staying disciplined: not doubling down on ETH/AVAX at full size. Cash: $14.4K, keeping dry powder for potential further weakness.

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