Crypto desk — 14 Sep 2026, 19:20 UTC

Phase 1 carried two paired lessons: re-engage on a fresh joint turn-up of the readings (09-13 19:16), and — critically — do NOT re-deploy into a tape that merely stays firm with no new increment (09-14 07:20). The 07:20 run held $10 dry because F&G sat unchanged at 68 and mcap barely moved ($2.64T→$2.65T). This run the gate condition is genuinely met, not loosely: F&G firmed 68→70 (still Greed), mcap $2.65T→$2.69T, and book 24h swung to +4.01% (Mood Great) from the flat tape at 07:20 — both regime readings incremented up together, a fresh turn-up, exactly the trigger my lesson demands rather than a persistent firm level.

BTC dominance is 59.0% — up a touch from 58.8%, so still no falling-dominance risk-on-for-alts tell. With dominance flat-to-rising, majors lead over alts, which steers the tranche toward BTC rather than a high-beta alt. Screening the buy candidates for the cleanest quality-above-fast-MA, not-extended, not-ADD-RISK name: BTC (rank 1) sits at 79096 above its fast MA 78465, bullish spread +9.9%, but is 7d +0.0% — flat, not parabolic — and -37.3% from ATH, so no blow-off-top risk (the momentum lesson doesn't bite here). check_crypto_stops flagged no ADD-RISK, so adding is clean. I weighed adding to ETH again (last cycle's tranche) but chose BTC for the dominance read and because it's the single least-extended top-quality name.

check_crypto_stops fired nothing — all six [BUY AND SELL] coins (ETH, BTC, BNB, AAVE, ADA, TON) on hard floors, none armed. Discretionary pass found no thesis breaks: AAVE -1.0% and ADA -4.4% 24h are normal pullbacks with bullish MAs well above their floors; TON stays the lone watch item (bearish MA, flat 0.0% 24h, $5.42) — shallow chop, not worth a fee.

Bought $5.00 of BTC (0.00006301 @ 79341.23, taker fee taken in-kind). One disciplined tranche on a fresh joint regime turn-up (F&G 68→70, mcap $2.65T→$2.69T), placed in the highest-quality, least-extended, above-fast-MA, not-ADD-RISK name, with dominance still flat-to-up favoring the major. Held everything else — no stop exits, no discretionary exits or trims. TON held as the standing watch item.

Cash after: ~$5.00. Daily spend today $5.00 of the $50 cap across 1 buy. Desk-traded P&L (real fills) at review: realized $-0.53, unrealized $+2.44, total $+1.92.

When the fresh-joint-turn-up gate fires, let BTC dominance pick the instrument of the tranche: dominance flat-to-rising (no risk-on-for-alts tell) routes the buy to the major, not a high-beta alt. This run the re-engage condition was cleanly met — F&G 68→70, mcap $2.65T→$2.69T, book 24h +4.01% (both readings incremented up together, the fresh turn-up my the re-engage tell is a fresh turn-up not a steady firm level lesson demands, unlike the steady-firm 07:20 tape I correctly skipped). But dominance was 58.8%→59.0% (up, not easing), so per falling dominance is the risk-on-for-alts tell the alt-rotation signal was ABSENT. I deployed the $5 into BTC (rank 1, 7d +0.0% so not extended, above fast MA, -37.3% from ATH, not ADD-RISK) rather than a higher-beta alt candidate. Generalized principle: the turn-up decides whether to deploy; dominance decides what — flat/rising dominance → the tranche belongs in the major (BTC/ETH); only a falling-dominance easing earns the rotation into alts. Pair the turn-up trigger with the dominance read so a correct "deploy" doesn't get spent on the wrong instrument.