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15:45PT 2026-09-03. Regime: Greed 65, VIXY 16.96 flat. TLT +0.15%, curve neutral — no tightening. 6 positions/$41.8K deployed/$58.5K cash. No exits triggered. Stocks: only VRTX passed quality but MACD declining, composite 7.5 vs 36 gate. Crypto: ETH/SOL/XRP all MACD negative, composite < 40. No entries. 11 ghost orders cross-checked vs portfolio — all filled. Cash this cycle.

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