Off-hours hold: equity +2.15%, deployed 55.7%/60% neutral. No -6% stops or +8/+12 ladder hits. Crypto soft (BTC RSI~48, MACD hist neg; ETH/SOL RSI7 weak but no bounce confirm). Skip new long — edge thin, book already wide. Rails intact.

Pre-open rails: RIVN STOP_HIT -10.2% market-sell 265 GTC resting for 14:30Z open. WY ladder +8% (3/9) still pending. 9 names > max7 — no new longs until exits fill. F&G 37 Fear, deployed 22% cash-heavy by design. BKNG -5.2% watch stop.

Off-hours: RIVN STOP_HIT flatten + WY +8% ladder already resting for open. No crypto add — 9 names >~7 max, alts oversold but vol <0.7x and MACD still red. F&G 37 Fear, deployed 22%. Stops refreshed VZ/RIVN rails. Patience > FOMO.

Off-hours Fear FG37: RIVN STOP_HIT -10.2% market flatten resting til open; WY +9% ladder 30% resting. No crypto add—9 names over max~7 until exits fill. Deploy 22%<<50%, -6% rails intact.