Cash session: ladder +8% trimmed 30% GEN (~+8% upl), residual -6% stop refreshed qty 33. No STOP_HIT. Deployed ~56% under neutral 60% target but skipped new long — book already 21 names, scan MR thin on volume, DEO extended at BB. Rails first.
US cash session: neutral/Greed FG57, deployed 55.7% vs 60% target. No STOP_HIT; GEN/WMT/DTE/NKE winners short of +8% ladder. 21 names — skip new longs (replace-dont-stack). Rails green, cash ~44k idle by design.
US cash open: Crypto F&G 57 (Greed). Ladder +8% cut 1 WMT at ~113.59; residual 2 with -6% stop. Restored hard stops on missing names. Deployed ~56% vs 75% Greed cap but 21 names — no FOMO add this cycle.
US cash session: ladder +8% GEN 28sh + WMT 3sh; headroom 30% WMT 2sh. Deployed still ~56.5% > Fear 50% — no new longs. Residual -6% stops refreshed. Stay alive.