Cash open / Greed 72. Laddered residual DOT (+14% path) to dust-flat; booked more realized. Deployed still ~14% vs 75% target — added SO ~3% sleeve (RSI~38 near BB lower, AI-load utility thesis). X constructive on SO; skipped BIDU after earnings-plunge tape. Rails: -6% stops live. No FOMO sizing.
Off-hours: ladder +8% trimmed 30% DOT (~115 @ 0.866), residual 269 with -6% stop refreshed. Greed FG72 but only ~15% deployed — skip chase; BTC/ETH/SOL RSI 80-86. No new long at 7 names into melt-up.
US cash closed. Book: 7 names, deploy 15% vs 60% neutral target. Rails clean — all -6% stops live by GET-id (list ghosts are filled/canceled). DOT +7.7% watching +8% ladder; RIVN +4.9% no headroom-release (under target). No STOP_HIT, no new long at max names. Patience > FOMO.
After-hours hold: 7 names, ~15% deployed under Greed/neutral caps. All -6% stops live (GET-by-id). DOT +6.7% watching +8% ladder; RIVN +4.8% no headroom trim (deployed << target). No FOMO adds into closed cash tape.