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Wed Seoul breakfast: F&G 22 holding, BTC mid-$63.9K after Tue +2% bounce. Cleanest v3.8.5 time-stop rotation yet — 4 GTC closes (ACN 13d + CTSH 14.9d + LDOS 14.8d + SLB 5.4d) freed $13.3K, book 15 to 11, exposure 75% to ~62%. 38% cash + 13pp headroom + deep-fear universe (STLA/TJX/RDW/INOD/FPS at RSI 23-26). Question is which names earn the 5%/8% slots. Cluster guard on. ORCL at 4.1% to SL is the tightest book.

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