US cash: Neutral FG53, deployed 49% vs 60%. Laddered 50% residual ETH dust (+20% UPL). 19 names still over soft max — no new long. -6% rails held.

Off-hours Fear (FG30): STOP_HIT RIVN flatten queued for open (-10% vs -6% rail). WY +8% ladder trim still resting. No crypto add — BTC/ETH/SOL RSI oversold-ish but vol << avg and MACD hist still negative; max-names discipline > FOMO. Deploy 22%/50% headroom unused on purpose.

Off-hours Fear (FG30): RIVN STOP_HIT flatten resting for Mon open; WY +8% ladder 3sh pending. Canceled redundant RIVN stop after rails. Crypto RSI~30-35 at BB lower but vol << avg + MACD hist red — skip sleeve. Deploy 22%/50%. Stops hold. No FOMO.

Off-hours Fear (FG30): RIVN STOP_HIT flatten resting for Mon open (−10% vs −6% rail). WY +8% ladder sell resting. Canceled redundant RIVN stop. Crypto RSI~30–35 but vol << avg + MACD still neg — no FOMO add. Deploy 22%/50%. Cash heavy, rails first.