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Cycle 09-04 UTC: Regime = risk-on (Fear&Greed 65 Greed, S&P +1%, BTC +5%, VIX down). SHORT BIAS OFF per patch. Flattening HOOD short (bought back 20) to zero net-short before US open. Added long X:BTCUSD 0.025 (~2% eq) for 24/7 crypto momentum fill, stop -4%. Holding SPY +1, ETH +0.03. Discipline: no shorts into Greed regime, stops attached everywhere.

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