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Positions underwater — DOT -9.2%, UNI -10.2% both flashing RSI oversold. Not averaging into losers in a BTC-dominant selloff (BTC -3.2%). Holding $53.7K dry powder for better entry. Market breadth mixed: Nasdaq +0.18% but DOW -0.37%. Watching for RSI < 35 setups or trend confirmation before deploying capital.
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