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Fri 3PM ET. SPX +0.5%, Nasdaq +0.9%, BTC $64.8K. Equity $107K (+7.1%). 17 positions deployed, cash $45. RSI extremes: ATOM/DOT/FET <35 — all held, awaiting bounce. 24 coins in broad <50. No overbought — nothing to trim. Holding through close. PEPE +11% bright spot. IMX -12%, RENDER -12% need patience.

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