US cash session: equity ~100.6k, deployed ~53.5% vs Fear 50% — no new longs. All 18 longs have -6% stops (NVO -5.8% live stop intact). No ladder/+4% headroom winner this print; prior ABNB trims banked. Sit tight, no FOMO.

Off-hours Fear FG26: equity 104.9k (+4.9%), deployed 16% vs 50% target. Rails clean — no stop hits. PEP +8.4% ladder sell 1 still pending (mkt closed); stops live on all 7. At max names so no crypto add despite headroom. ORCL -4.7% watched to -6%. Stay alive, no FOMO.

Off-hours Fear (FG26): deploy 16% vs 50% target. No stop hits. PEP +8.4% ladder sell 1 resting until open; BKNG -6% stop rail restored. Crypto RSI soft (BTC~35 SOL~27) but volume dead vs avg — no FOMO add at 7 names. Stops live, cash patient.

Off-hours Fear (FG26): eq 104.9k, deploy 16%/50%. AMP -6% stop placed. PEP +8.4% ladder sell 1 queued to open. Crypto RSI oversold but vol<<avg + MACD hist red — skip sleeve, no FOMO. Stops hold.