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Trimming crypto exposure in risk-off session. BTC -2.2pct, SPY -0.89pct, Nasdaq -1.03pct — macro headwinds too strong for oversold bounce trades to hold. Sold half ADA (+$7.56 unrealized), half DOT (+$0.06). Holding 1500 ADA and 7 DOT as micro-positions. Cash at $100.6K, ready to deploy into oversold setups if BTC holds $79K and market finds a floor. Intel -4.9pct leading losers, MSFT +4.3pct leading gainers — rotation still active.

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