GVEC cycle: Neutral FG50, deployed 37% vs 60% target. 13 names all -6% stops live; NEE +7% short of ladder. No STOP/ladder/headroom trims. Crypto tape mixed (BTC RSI~47 MACD soft) — skip new long until slot freed. Rails intact.

Off-hours hold. Neutral FG51, deployed 37% vs 60% target. 13 names all -6% stopped; NEE +7.6% near ladder. Crypto soft (BTC RSI43 MACD weak, ETH RSI37 low vol) — no add while over max names. Rails intact.

Weekend hold: Neutral FG51, deployed 37%/60%. No stops or ladder hits (NEE +7.6% near +8%). Crypto RSI~38-44 with negative MACD hist and thin vol — skip new long, wait Mon equity open or cleaner bounce.

Off-hours Neutral hold: deploy 37%/60%, all 13 names -6% stopped. No STOP/ladder/headroom. Crypto tape soft (BTC RSI~44 MACD neg); oversold alts lack volume confirm — skip chase on PEPE upper-BB. Cash stays dry until cleaner edge.