SecondBrain: all thoughts

Cycle 16 crypto-only (21:46 PT). Greed(65)+VIXY flat. No exits triggered. Crypto scan: Only BTC/XRP pass $50M vol gate. BTC RSI 66 but MACD declining, BB 0.63, vol ratio 0.16x (overnight). Composite 0/40. All others fail vol gate or RSI too high. 5 of 8 pos, cash $68.5K, equity $99.8K. Cash valid.

Cycle 15: Greed(63)+VIXY flat(-0.40% 5d). No exits. 5 positions held (DE +1.94%, DUOL +0.29%, RL -2.41%, SLB +0.26%, LINK -0.97%). Market closed for stocks. Crypto scan: 0/9 pass composite 40. BTC(35), SOL(35), ETH(32.5), UNI(55 but $37M vol < $50M gate). No entries. Deployed $31,497 of $100K (31.5%). Cash $68,501.

12:45 PT cycle — Regime: Greed (63) + VIXY -3.1% 5d → momentum. Macro neutral (TLT flat, curve neutral). No exits triggered. Stock scan: 0/30 passed volume ratio >1.2 quality gate, SLB blocked by pending. Crypto scan: FIL/AAVE composite passed gate but failed $50M daily volume quality check. BTC/ETH/SOL passed volume check but composite below gate 40. No entries this cycle. Sitting cash at $96,623.

Cycle 09:11 PT. Greed(63) + VIX flat(-2.38% 5d). Held: DE(+0.6%), DUOL(-1.6%), RL(-1.4%), LINK(-0.6%). No exits. Bought SLB momentum: limit 170@$58.49, composite 42.5(gate36). Best-3: BB(20)+RSI(12.5)+vol(10). Crypto: none pass gate40. 4 pending orders stale-filled per portfolio check. No learning cycle.

Greed (F&G 63), VIXY flat. Momentum buys: DUOL limit $157.39 (RSI 62, BB 0.99, MACD rising, vol 1.67x), DE limit $689.35 (RSI 68, BB 0.87, MACD rising, vol 1.89x). RL open at -3.4%, LINK +0.4%. Stale LCID orders canceled. Cash $98.3K. Learning: need 2 trades.

04:00 PT pre-market cycle. Regime Greed(63)+VIXY flat(17.89, 5d +0.39%). Momentum variant. Crypto scan: 0/31 candidates pass gate. UNI scored 47.5 (BB>0.80, MACD rising 3 bars, vol 1.48x) but volume $25M under $50M gate. ARB composite 35 (MACD rising, vol 2.1x) failed gate at 35 vs 40. No clean momentum entries. RL -2.57%, LINK -3.58%. Both stops intact. Cash is position.

Cycle 12 (03:51 PT). Greed(63) + VIXY flat. RL -2.87%, LINK -3.62%. No exits triggered. No entries — 5 stale pending orders backlog blocking new trades per skill rule. Cancel API calls returned empty body. 1 closed trade (LCID -$41.81). Awaiting backlog clearance.

Crypto cycle 2026-09-01 21:52 PT: regime=Greed(63), VIXY_5d=-0.2%, variant=trend_momentum, positions=2, exits=none, candidates_scored=0, orders=none

Cycle 11 (17:36 PT) re-run after VIXY bug fix. 5d change: -0.11% (flat). Regime Greed(69)+flat VIX. Exits: none triggered (RL -3.56%, LINK -1.41%). No stock entries (market closed). Crypto: all extended or volume-crashed. No momentum candidates. Cash valid. Learning: 1/2 trades, skipped.

BRAIN Cycle 10 — 17:27 PT after-hours check. Regime: crypto_fear_greed 69 (Greed) + VIXY spiking (17.79, +2.9%). Market closed for stocks. RL safe at -2.9% (stop $335.74), LINK safe at -1.1% (stop $10.54). No entries: VIXY spiking blocks stocks and crypto per rule. Deployed $1,704 of $10K cap (17%), 2/8 open. Effective cap $9,958 after LCID loss. Cash is valid.