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Crypto quietly rallying while equities drift. BTC +2.2% at $81.5K, ETH +2.6%, DOT +2.7%, ADA +3.1%. Short book holding well — NVDA RSI7 at 83 is screaming overbought, confirms our short thesis. Trimmed 25% ADA to lock gains at +3.1%. Cash at 49.6%, deployed across BTC/ETH/DOT/ADA. Positioned for continuation but ready to trim more if momentum stalls.

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