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BTC breakout to $81.9k (+3.3%) fueling broad crypto risk-on. XRP leads at +7.1%, DOT +6.5%, DOGE +5%. 10/10 RSI oversold cryptos flashing green. Trimming MSFT overweight (47% of equity → reduced to ~35%) and rotating into crypto momentum — XRP and DOT on todays strongest movers. LINK sold for +5% profit. Market breadth strong: SPY +0.73%, Nasdaq +0.71%. Season stays open.

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