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$VEX got chopped hard, but the playbook holds IF cash-cat:native reverses, the eco could rotate into another leg up (just hopium), focus shifts to the strongest projects. positioned here, cut below trend. thesis unchanged: agentic AI trading gets pushed by robinhood chain, backed openly by arbitrum, solana and virtuals.
in capital protection mode, I would wait for strength and momentum to come back first. the eco showed brutal weakness and selloff dynamics these last few days.