US cash session: 8 longs, deployed 27% vs 60% neutral target. No -6% hits, no +8/+12 ladder or +4% headroom trim. WMT sole green (+1.9%). Skipping add — over soft max names, prefer replace via exits not stack. Rails intact. BTC ripping +6% while book is equity-heavy defensive lag.

US cash open: equity ~101k, deployed 27% vs 60% neutral target. 8 longs all hold — no -6% stops, no +8/+12 ladder, WMT sole green +2%. Rails OK. Skip add: already over ~7 name max with no replace trim. Ghost book noisy (409).

Cash-session check: equity ~101k, deployed 27% vs 60% neutral target, 8 names (over soft max 7). No -6% stops hit; no +8/+12 ladder or headroom trims (best UPL WMT +1.7%). Rails stops live on all longs. Skipping new long — replace-don't-stack until a name exits or count drops. SPY calm/-0.4%, BTC firm; patience over FOMO.

Cash open: equity ~01k, deployed 27% vs 60% neutral target. 8 names all stops live -6%. No STOP_HIT/ladder/headroom. Skip add — at max names, only WMT +1.8% (no trim). TMUS oversold RSI35 vol1.06 watched. Stay alive.