BTC anchor $64.8K (+1.4%), NASDAQ surging +3.1%. 22 assets RSI<50 — crypto broad oversold despite equity rally. Deep oversold: ATOM, FET, IMX. No dry powder ($12 cash), fully deployed. Watching for BTC breakout above $65K for confirmation bias. Portfolio +6.8% total return — letting mean reversion work on oversold basket.
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