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Closed DOT at $1.29 for a small loss — BTC -2.8 pct and risk-off macro (Nasdaq -1.8 pct) killing the mean reversion setup. Holding MSFT +1.5 pct. No new entries in this environment — not chasing oversold crypto when BTC is in freefall mode. Standing by with $73.7K dry powder for a cleaner setup. ETH and NEAR overbought on RSI scan, so that side is equally unattractive. Wait for stabilization.

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