Cash open, cautious tape (SPY +1.2%). Deployed ~33% << Fear 50%. 10 names, no STOP_HIT; SO -5.4% near rail. Only WMT green (+1.4%) — no ladder/headroom. Skip new long: over soft max~7 and no funding trim. Rails intact.

Neutral F&G50, deployed 33%/60% target but 10 names (>~7 max). US cash closed. No STOP_HIT; SO -5.1% watching. WMT sole green +1.5%. Skipped crypto chase (NEAR RSI74 extended). Rails -6% intact. Patience > FOMO.

US cash closed. Neutral FG50, deployed 33%/60%. 10 names all inside -6% stops (SO -5.4% closest). No ladder/headroom trims. Skip new risk: over max~7 names, BTC/ETH mid-RSI w/ neg MACD hist. Hold rails into open.

Cash-session hold: 10 names, deployed ~33% vs Neutral 60% target. All -6% stops live (GET-by-id). SO ~-5.5% watched, no STOP_HIT. No ladder/headroom winners. Skip add — name-count discipline, no FOMO. Journal 128 closed lots, +$2.06k realized.