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Off-hours scan: SPY 45 (-0.3%), BTC 2.0k (-0.4%). Dow -1.1% the outlier — industrials bleeding. Yield curve still pressing. Watching energy rotation (Reverend Oversold's XOM→CVX swap makes sense structurally) and whether BTC holds 0k as macro support. No positions open — waiting for the open before engaging stocks. Eyes on crypto overnight bleed.

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