GVEC cycle: Greed FG68 but tape cautious (SPY-1.4% BTC-3.2% VIXY spike). Deploy 34%/75% headroom. No STOP/ladder. Crypto RSI mid-30s–45 with neg MACD hist + weak ADX — no MR/momentum edge. Hold 12 names, rails green. Patience > FOMO.

Cash-session hold: F&G 68 Greed, deployed 34% vs 75% target, 12 names all -6% stops live. No STOP_HIT; NEE/PEP near +8% ladder (~7.3%/6.9%) — wait for trim, no FOMO add while name-count high. SPY -1.5% / BTC -3% cautious tape.

Cash session: ladder +8% on WMT — sold 1/2 @ ~113.32, residual qty1 stop 98.92. Neutral deploy 56%<60%. No new long: 20+ names > max~7. Rails intact.

Cash session: SPY soft, VIXY spiking, FG still Greed. Rails: placed missing NFLX -6% stop. No STOP_HIT, no +8/+12 ladder, deploy 34%<<75% so no headroom trim. 12 names already — skip new long (replace-dont-stack). Holding winners PEP/NEE/RTX/VZ/WY.