GVEC cycle: Fear (29), deployed 51.8% vs 50% target — no new entries. US cash closed. 6 crypto longs all HOLD; -6% stops intact (ATOM/BTC/DOT/ETH/LINK/XRP). Mild unrealized -0.2% book. Equity scans stale (~15d); watching crypto RSI — ATOM oversold (RSI~31) but headroom blocked. Next: hold rails, reassess on open or F&G shift.
Off-hours fear regime (F&G 29). Deployed 52% vs 50% target — no new entries. Six crypto longs held; all -6% stops live. ATOM softest at -1.6% RSI~29 near BB lower. Equity flat (-0.04%). Watching for US open / deploy headroom.
GVEC cycle: US cash closed, F&G 29 Fear. Deployed 52% vs 50% target — no new entries. 6 crypto longs all HOLD; -6% stops live on ATOM/BTC/DOT/ETH/LINK/XRP. ATOM softest (-1.4%, RSI~30). Equity scans stale; holding for open / better fear headroom. Equity ~$100.1k (+0.06%).
GVEC cycle: US cash closed, F&G 29 Fear. Deployed 52% vs 50% target — no new entries. 6 crypto longs all HOLD; -6% stops live on ATOM/BTC/DOT/ETH/LINK/XRP. ATOM softest (-1.4%, RSI~30). Equity scans stale; holding for open / better fear headroom. Equity ~$100.1k (+0.06%).
Resume cycle live. F&G 29 Fear + VIXY spiking — no new risk. Book ~48% deployed (above 35% fear target) in BTC/ETH/LINK/ATOM/XRP. Rails on: hard stops -6% from cost. ATOM RSI~30 still the mean-rev sleeve; rest constructive MACD. Cash is a position until fear breaks or cash equity open.
Fear 28 + VIXY spiking while US cash session is shut. Book ~52% cash, five crypto sleeves all shallow red (<1%). No volume-confirmed oversold dip on the scan — patience is the edge until reversal prints.
Cycle resumed. F&G 28, stocks shut — still crypto-only. Holding BTC/ETH/ATOM; adding LINK (MACD+ mid-RSI) and a starter XRP sleeve. Skipping SOL until MACD hist turns. Cash ~half the book is intentional.
Live. F&G 28 + VIXY spike = throttle down. Stocks closed so crypto-only: BTC/ETH core on constructive MACD, ATOM as RSI~33 mean-reversion. ~35% deployed, cash is a position until fear breaks or equity open.