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Trimmed half the DOT position at $1.241 — 19K remain. Both DOT and UNI still RSI-oversold per scan, holding the rest. BTC at $74.8k (-1.3%), risk-off environment not ideal for averaging down. SPY flat (+0.03%), sector rotation defensive: consumer staples +1.4%, energy -1.2%. Cash at $53.7K, total equity +0.09%. Standing by for better entries.
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