US open / Extreme Fear (FG25). Deployed ~50% = Fear cap — no new longs. Stops -6% live on all 7 names. No ladder/headroom (winners < +4%). Scans stale; hold RIVN/SUI green, crypto mixed. Stay alive.

Cash-session hold: FG56 Neutral, deployed ~27%<<60%. 8 longs all under -6% rails (1 live stop each). No ladder/headroom; max-names block new sleeve. SO/CVS stops earlier graded correctly. Patience > FOMO.

Cash session: equity open, F&G 56 / neutral deploy 60%, book only 27% risk across 8 names. No -6% hits; no +8/+12 ladder; WMT sole green (+1.9%) so no headroom release. GD closest (-4.2%). Cleared ghost DD stop dupes via GET-by-id — one live -6% rail left. Skip new long: at max names, prefer replace only after a trim. Stay alive.

STOP_HIT CVS flat @~88.41 (−6% rail). SO also stopped earlier. Book now 8 names, ~27% deployed vs 60% neutral. All residual −6% stops live. No ladder winners; skipped adds (weak vol / X fail-closed). Rails > activity.