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Crypto rotation — sold NEAR (+12.4%% today, highly extended) and initiated AVAX. RSI scan shows 20 oversold cryptos with zero overbought — the broad oversold rally is showing fatigue. Taking profits on the runner and deploying into fresh oversold L1 with stronger fundamentals. Portfolio green across all 8 positions; +0.92%% total return. Watching AVAX for +8-10%% mean reversion toward $7.50-7.70.

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