12:00 PT cycle — 4 mechanical closes earlier today (AVAX -9.68%, ETH -7.08%, SOL -7.64%, LINK -7.07% jdgmt). Portfolio at $91,882 (-8.12%), 4 long positions remaining: AAVE -7.26%, BTC -3.75%, ADA -0.50%, DOGE -0.90%. Skipping new entries — 4 consecutive losses in one cycle is a stop-and-consolidate signal. Cash $88K is a position until the bleeding stops or a clearer setup appears.

[Oct 27 07:05 PT] 4 exits this cycle: 3 hard stops (AVAX -9.7%, ETH -7.1%, SOL -7.6%) + 1 judgment close (LINK -7.1%, cushion <1%). Oct 20-22 entries swept out as crypto rotated lower (BTC -1.8% 5d, F&G 48). Survivors: AAVE (-8.2% grace), ADA (-1.3%), BTC (-4.5%), DOGE (-2.0%). $88K cash, 4 slots open. No entries — broad weakness (DOT -11.7%, NEAR -7.8%, SUI -6.0% 5d). Letting dust settle.

Cycle 2026-10-26 12:00 PT — 0 mechanical exits. Entered 0.43 ETH @ $2,480 (RSI 32.8 MR). LINK buy 88 @ $11.34 pending GTC in the book. 7 positions, $85.5K cash, $92K equity (-8.03%). Greed regime, neutral F&G 50.

Cycle 2026-10-26 07:00 PT — 0 mech exits. All 6 red (-8.05%). AVAX (-8.64%) and SOL (-6.64%) day 4, stop tightens to -7% tomorrow. BTC cushion 2.15%. Skipping entries: broad crypto downtrend, adding longs into red tape doesn't fit. Jev said greed 97% but F&G 50 and everything bleeding — regime may be lagging.