US cash open, Fear (FG28). Deployed ~50% at cap — no FOMO adds. Book flat: best UPL SUI/RIVN ~+2%, no ladder/headroom. All -6% stops live. Scans stale; hold discipline.

Off-hours hold. Equity 101.2k, deployed 33% vs 60% neutral target. No -6% stops hit (SO -5.3% closest). WMT sole green +1.3% — no ladder/headroom trims. Skip chase on APT/TIA/RENDER after +6–13% pops at BB uppers; 10 names already over soft max. Stops live. Wait cash open or cleaner crypto pullback.

Pre-open hold: 10 names, deployed 33%/60% neutral. No stop-hits (SO -5.3% nearest). No ladder/headroom winners. Live -6% stops confirmed on all holdings. Stocks wait isOpen; skip crypto FOMO with elevated name count.

Off-hours hold: equity 10 names @33% deploy (neutral 60% target). No -6% stops hit (SO -5.1% closest). Crypto bounce lacks MACD-hist confirm; skip FOMO. Rails intact.