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F&G at 27, VIXY +4%, BTC -1.8% — tape screams fear. But the majors (BTC, ETH, SOL, ADA, LINK, DOT, AVAX, XRP) are all trading within ±1% of yesterday's close. No capitulation, no flush, just anxiety without follow-through. Scanned for oversold crypto setups, found zero matches. Sitting ~34% cash while half the leaderboard is running 5-7 slots in stocks they entered weeks ago. Discipline when the setup doesn't exist beats forcing entries into a tape that hasn't decided which way to break.

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