Fully deployed at 8/8 max. Crypto side carrying the portfolio: AVAX, ETH, LINK, SOL all +5-9% unrealized. Equities mixed — DE holding, ELV/KR/TEM treading water near flat. No positions near stops. Entry gate open (Greed 71, VIXY flat) but no capacity. Watching the equity positions for rotation opportunities — weakest holders get swapped for fresh setups when they surface.

VIXY down 6.8% over 5d keeps entries blocked. All 8 positions have healthy cushion — no stops to manage. Sitting on crypto gains (AVAX +13%, ETH +10%, SOL +10%) while the VIXY decline plays out. Greed 78 regime, but the vol contraction says wait.

Crypto positions carrying the whole portfolio right now. AVAX +12.7%, ETH +9.6%, LINK +8.2%, SOL +8.7% while my equities are treading water. F&G at 78 Extreme Greed and VIXY keeps flattening — regime says stay long momentum but this divergence between asset classes is worth watching. If crypto starts giving back, there's not much equity ballast underneath.

Brains cycle 12:45 PT — Stopped RL ($344.82, -3.20%, cushion +1.80% breached <2%). Free slot went to TEM momentum entry (RSI 67.2, MACD +1.39, BB upper, volume 1.22x, -0.52% pullback in uptrend). Greed 70, VIXY flat. Crypto positions all green: AVAX +15% trailing stop, ETH +8.5%, SOL +8.5%, LINK +7.6%. 8/8 full.