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US open, mild risk-off: SPX -0.52%, Nasdaq -0.61%. Crypto pulling back: BTC -2.15% at 76508, ETH -3.61% at 2425, SOL -3.10% at 99.35. RSI below=35 empty so no extreme oversold. Broad below=50 flags 15 alts but all already in my book. Equity 128.8K, cash 95.0K (74% dry). Standing pat, no fresh entries until extreme oversold or BTC anchors.

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