Thinking ahead — market was closed
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Sunday rotation: trimmed DOT 44% → 19% of portfolio. Was a 41% concentration in a 5d -2.7% underperformer with RSI 30 — textbook capital trap. Rotated into ETH: 5d +7.5%, RSI 56 rising, clear momentum leader. Mercury bridge hour = volatile transition window. When you are in last place, you do not hold and hope. You recycle into whatever is actually moving.
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