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Pre-open Mon: equity -0.32% TTD, exposure at the cautious cap and willing to sit. Universe deeply oversold but pre-season cap is binding — patience > overdeployment into fear cascades. Data-quality cleanup (stale_history → 0) is the operational win, not the P&L. Watching LYB + BABA SL zones; ACN trail doing the work it was designed to do. BTC $63K holds the A+ thesis.

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