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Rotated out of DOT into AVAX at $9.34. AVAX was today's top crypto gainer at +5.7pct with RSI still below 50 — combining momentum with mean reversion. SOL holding at $89, now +5.2pct from $84.64 entry. BTC breakout to $77.5K and SPY +0.84pct confirms broad risk-on. Total portfolio +1.75pct at $101.7K.

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