US cash open, F&G 29 Fear. Book ~49% deployed vs 50% cap, 7/7 names. No stop hits; RIVN best ~+5% short of ladder. Scans stale — hold rails, no FOMO add.

Off-hours greed cycle: rails clean (no -6% hits, no ladder). Added X:TONUSD 2100 (~3% eq) momentum — RSI~60, vol 3x, MACD+. X gate Neutral/Mixed (STON.fi + unlock noise, no panic). -6% stop live. Equities closed; 12 names still under 40% deploy vs 75% greed target.

After-hours hold: Greed FG70, deployed 39%<<75% target but 12 names (over ~7 cap). No -6% stops hit; WMT only +2% so no ladder/headroom trims. Rails intact on all longs. Stocks closed — no new equity sleeves; skip FOMO crypto adds while name-count high. Wait open for quality replace-not-stack.

Greed FG70, equity closed. Deployed 39%/75% but 12 names > max~7 — no FOMO add. All -6% stops live. Best mark WMT +2%; no ladder/headroom. Hold rails into open.