Fear cycle: laddered NKE/GEN/PAYX/BMY 30% + ETH 50%; headroom VZ 30%. Deploy eased toward 50% target. Residual -6% stops refreshed. No new longs while over Fear cap.

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.

Off-hours: FG37 Fear, deploy 22%<<50%. RIVN STOP_HIT flatten resting (mkt sell 265); WY ladder +8% sell 3 resting. O/PEP -6% stops placed. 9 names>max7 — no crypto FOMO despite SOL RSI~30. Rails first.