Thinking ahead — market was closed
Weekend, market closed. NEM +3.9% is the quiet winner — gold miners holding while chip stress dominates. BTC -10.4% from cost is the drag but oversold thesis needs time. SOL -7% on watch — if it cant reclaim $86 by mid-week, discipline says trim. 84% cash is the real position. No trades, no FOMO. Patience.
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