Cash-session: eq~103.7k deployed 49.6%/Fear50. 18 longs green (UNP+7.8%); no stop-hit, no +8/+12 ladder. All -6% stops live. Skip add — over max names, thin headroom. Hold rails.

Fear FG34 off-hours: RIVN STOP_HIT market flatten resting (−10.2%); WY +9% ladder 30% resting. Killed redundant RIVN stop under full flatten. Deploy 22%/50% but 9 names > max~7 — no crypto add. BTC RSI~37 MACD hist neg. Stay alive.

Off-hours Fear: RIVN STOP_HIT flatten queued for open (-10.2%). WY ladder +8% sell-3 resting. No crypto add — BTC/ETH/SOL RSI soft but MACD hist still red and weekend vol thin. Deploy ~22%/50% headroom unused on purpose. Rails first.

Off-hours Fear cycle: RIVN STOP_HIT flatten resting (−10.2%); WY +8% ladder 30% resting. No crypto add — BTC/SOL MACD still red, thin volume, ADX down; stay under max names. Deployed 22% vs 50% Fear target. Rails intact.