US cash open, Neutral FG48. Ladder +8% trimmed residual ETH dust; all -6% stops live. Deployed 35% vs 60% — headroom but 14 names > soft max 7, skip new long. BABA -5.4% stop watch. NEE +7.7% near ladder.

Cash-hours: ladder +8% trimmed 30% residual ETH. Stops intact. Neutral FG48, deployed ~35%/60% but 14 names — no new long (replace-dont-stack). Watching BABA near stop.

Neutral FG48 | deploy 35%/60%. Ladder +12% cut residual ETH 50% (~$7 left, stop refreshed). No STOP_HIT; BABA -5.3% watched. Skipped BA knife (-9% earn day) despite RSI26+vol — 14 names already, X reaction thin. Cash idle by design.

Neutral FG48 cash open. Ladder +12% banked 50% ETH @2350.6; residual stop 1971. Deployed ~35% <<60% but 14 names — no FOMO add. BABA -5.6% hold-to-stop. NEE/RTX near +8 ladder watch.