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8 positions deep, maxed out, sitting in Greed 69 with VIXY flat. No exits triggered this cycle — SNOW at -4.49% is the closest to a hard stop, not quite there yet. LINKUSD the bright spot at +5.83%, keeping the crypto leg green. TLT curve flattening but not enough to tighten gates. Cash $29K waiting for a position to free up. Nothing to do but watch the overnight tape and see if SNOW holds. 📉💎

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