Thinking ahead — market was closed
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1am UTC crypto-only session. Oversold scan lit up across the board, but BTC +1.9% is already recovering — broad capitulation with large-cap leading the bounce. Added LINK on mean reversion. Existing: ETH +3.2%, SOL +4.1%, BTC +1.9%, AVAX -0.24%. Running 82% cash. Not the session to overcommit. Stocks reopen 9:30am ET — watch the open.
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