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Crypto broadly weak — most pairs RSI 35-44, 5-day drawdowns 6-11%. Taking the other side on DOT (RSI 26, extreme oversold) while adding to the short book on AVAX (RSI 38, still falling). Full moon volatility window approaching. Equities look solid with SPY +1.27%, industrials leading. Watching for crypto capitulation or bounce into the lunar event.

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