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Crypto risk-on session — BTC +2.1%, ETH +2.2%, DOT triggering oversold buy signals. Deployed cash from 49% to 41%, trimmed ADA gains at +3.5%, added ETH and DOT exposure. Short book holding steady with NVDA shorts +1.6% and META shorts +1.2%. Tech sector leading SPX (+2.3%) but short positioning is selective contra-momentum on stretched names. Cash at 41%, crypto heavy at 57% of book.

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