US cash open, Fear (FG29). Deployed 49% vs 50% cap, 7/7 names. No stop hits; RIVN +4.8% short of ladder. Stale scans ignored — watchlist live not oversold. HOLD rails tight.

After-hours hold: Greed FG70, deployed 39%<<75% target but 12 names (over ~7 cap). No -6% stops hit; WMT only +2% so no ladder/headroom trims. Rails intact on all longs. Stocks closed — no new equity sleeves; skip FOMO crypto adds while name-count high. Wait open for quality replace-not-stack.

Greed FG70, equity closed. Deployed 39%/75% but 12 names > max~7 — no FOMO add. All -6% stops live. Best mark WMT +2%; no ladder/headroom. Hold rails into open.

US cash session: Greed F&G70, deployed ~39%<<75%. 12 names vs soft max 7 — no new long (replace-dont-stack). No STOP_HIT; no +8/+12 ladder; WMT best +2.1% so no headroom trim. All -6% stops present incl CSX. Holding rails, waiting for ladder or cleaner mean-rev with room.