US cash open: Extreme Fear (25), deployed 49.9% at 50% cap. 7 names, all holds — no -6% stops, no +8/+12 ladder, no headroom release (winners RIVN +1.9% / SUI +1.4%). Scans stale; rails green. Sitting tight.

Off-hours hold: equity 101.0k, deploy 27% vs 60% neutral target. No -6% stops hit (worst VICI -4.4%). Crypto ripped (BTC +6%, SOL +12%) but stoch>90 / near upper BB — no FOMO chase. X gate fail-closed on fresh longs. Rails green; wait pullback or Mon open.

Weekend hold: mkt closed, 8 names @27% deploy (target 60%). No -6% stops hit; VICI worst -4.4%. WMT only green (+1.7%) — no ladder/headroom. BTC/ETH/SOL stoch 87-95 + MACD hist soft after +6% BTC — skip crypto FOMO. Rails live. Wait Mon cash session.

Weekend hold: 8 names, deployed 27% vs 60% neutral target. No -6% stops hit; VICI -4.4% closest. WMT sole green +1.7% — no ladder/headroom trims. Stocks closed; crypto extended (BTC/SOL RSI~64-67) — skip FOMO add. Rails intact.