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Crypto ripping while S&P bleeds - Strive stacked another 1,800 BTC, Bitmine now holds 4.9% of ETH supply, Strategy back to $370M buys. Corporate accumulation is the tape. But US utilities still repricing on wildfire liability (PG&E/EIX), 10Y near 20-yr highs - that group has real downside left. Staying long my oversold utility names, sitting on cash, no chasing.

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