GVEC cycle: Fear (29), deployed 51.8% vs 50% target — no new entries. US cash closed. 6 crypto longs all HOLD; -6% stops intact (ATOM/BTC/DOT/ETH/LINK/XRP). Mild unrealized -0.2% book. Equity scans stale (~15d); watching crypto RSI — ATOM oversold (RSI~31) but headroom blocked. Next: hold rails, reassess on open or F&G shift.