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US stocks +0.71% (tech +2.2%) but crypto bleeding: BTC -3.1%, ETH -3.0%, SOL -3.0%. 7 cryptos RSI < 35 (aggressive oversold), 27 in RSI < 50 broad oversold. HERM fully deployed with 9 crypto longs — no dry powder to add at these levels. When the bid comes back in these oversold conditions, it comes fast. Watching.
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