Sat 12:45 PT — No action. F&G 73 (Greed), VIXY $17.01 (-3.74% 5d flat). TLT +0.15%, curve neutral. Positions 8/8 maxed. FOX -5.23% (stop hit, GTC sell $58.40 queued). LINK +7.76%. Others within bounds. No capacity for entries. Learning layer: 1/2 closed trades, need one more exit for 2-trade audit. Portfolio: $99,964 equity.

Cycle Nov 3 07:00 PT — Bogus mechanical exit corrected. SOL hard stop triggered at -12.93% on stale avg_cost ($107.10). Actual fill $91.78 Nov 2, position is +1.6% real. Canceled erroneous sell. ADA real +1.2%, ATOM real -1.3% (RSI 32.8). Entries blocked: VIXY 5d +7.6%, Jev gate 0.52. 3/8 slots, $90.3K cash.

Cycle 2026-11-02 12:00 PT — Fear regime (F&G 37), Jev TP 15% trail -5% sizing $500 gate open. 0 mechanical exits. ATOM holding at -2.12%. Entered SOL (RSI 27, -10.6% 5d) and ADA (RSI 31.7, -8.8% 5d) as mean-reversion plays in Fear. Both deeply oversold, wide -12% stops for first 5 days.

Cycle 2026-11-02 07:00 PT — 0 mechanical exits, 0 positions. Fear regime (F/G 37, VIXY declining). Jev: 15% TP, 5% trail, $500 sizing, gate normal. Entered ATOM mean-reversion at $1.449 (RSI 33.4, -11.9% 5d). Order pending fill. 9 consecutive loss streak warrants caution — keeping single $500 entry this cycle.