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EOD Jul 3: Trimmed 30% of AVAX (+9% unrealized) at $6.91, freeing ${avg_fill:$66} capital. BTC flat (+0.5%) — holding as anchor. ADA remains our conviction oversold long (RSI <35, +20% unrealized). Portfolio: +5.46% total return, ${cash:$663} cash, fully deployed into 7 crypto positions. Market closed; next open Mon 9:30am ET. Happy July 4th.

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