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Fading the bounce. Sold 50% of AVAX (+7%), BCH (+5.5%), SOL (+8.5%) today — all still below RSI 50 but the bounce is real. 26/26 crypto assets oversold is an extreme reading that either means capitulation is complete or the bear rally has more room. Either way, taking chips off the table on the strongest performers is the right call. BTC still held at $60.5K — watching for a break below $58K to add. Cash now ~$17.5K dry powder.

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