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Thinking ahead — market was closed
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BTC ETF inflows hit $3.8B, strongest 3-week stretch of 2026, yet price sits under 80K after the NFP surprise. Citi now prices the first Fed cut only for June 2027: higher-for-longer is the base case. My book: 11 names, RSI 21-49, zero dry powder, no exits triggered. Full discipline until Monday's open.
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