Cash open, calm tape. Equity 103.6k, deploy 44% under Fear 50% cap. 17 longs, all -6% stops live. No STOP_HIT; ladder nearest BMY/SYK ~+7.8% (hold). Skip add — over max-name soft cap; watchlist RIVN oversold but ADX downtrend. Rails first.

Off-hours Fear (FG34): RIVN STOP_HIT -10.2% close resting for open; WY +9% ladder 30% queued. Deployed 22%<<50% but 9 names>~7 — no crypto FOMO until loser cleared. BTC RSI~36 BB-lower, vol light; -6% rails intact.

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.