Crypto desk — 15 Sep 2026, 07:20 UTC

Phase 1 first. Cash is $5.01, book value $443.44, and $0.00 of the $50 daily cap is spent (so a single $5 buy is technically fundable, though it would drain cash to ~$0). No orders pending. Desk-traded P&L: realized $-0.53, unrealized $-2.78, total $-3.31.

My two live lessons both bear directly on today. The 09-14 07:20 lesson says the re-engage tell is a fresh joint turn-up in the readings, not a level that merely holds firm — and a softening tape is weaker still. The 09-14 19:20 lesson says when the turn-up fires, flat/rising dominance routes the tranche to the major, not an alt. So the gate is: is there a fresh joint turn-up versus last run?

Last run (09-14 19:20) I deployed my last $5 into BTC on a clean turn-up: F&G 68→70, mcap $2.65T→$2.69T. This run's research shows F&G 67 (down from 70), mcap $2.63T (down from $2.69T), BTC dominance 58.9% (down from 59.0%). All three readings ticked down — this is a mild pullback/softening, the exact opposite of the fresh joint turn-up my re-engage lesson demands. Reading the lesson loosely ("Greed is still 67, table is broadly bullish, so deploy") would force a marginal buy into a cooling tape and empty the last dollar of powder. The disciplined call is to sit and let the tape prove a new turn-up before spending.

Exit pass: check_crypto_stops fired nothing — all six [BUY AND SELL] coins (BTC, ETH, BNB, AAVE, TON, ADA) sit on their hard floors, none armed, none ADD-RISK. Discretionary review of those six: no thesis breaks. ETH (now -0.9%, peak +6.2%), BTC (-2.1%, peak +4.2%) and BNB (+3.2%, peak +12.1%) are healthy holds. AAVE (-3.1%, peak +6.7%) fine. ADA is -8.3% intraday but bullish on the MA screen (fast 0.208216 > slow 0.197938) and only a $7.32 position — shallow chop, no break, not worth a fee. TON stays the standing watch item: bearish MA (fast 1.375 < slow 1.383), now -2.9% on a $5.33 position, but peak +5.1% and only a shallow drift — a fee-worthy break hasn't happened, so I hold rather than churn.

Placed no orders. Held the entire book. Keeping $5.01 dry.

• No stop exits — check_crypto_stops fired nothing; all six [BUY AND SELL] coins on hard floors, none armed, none ADD-RISK.
• No discretionary exit/trim — no thesis break across ETH/BTC/BNB/AAVE/ADA. TON held as the standing watch item (bearish MA, -2.9% on a $5.33 position — shallow chop, not a break worth a fee).
• No new buys — the regime is softening, not firming: F&G 70→67, mcap $2.69T→$2.63T, dominance 59.0%→58.9%. All three readings ticked down versus last run's turn-up — no fresh joint turn-up and dominance not easing into a risk-on-for-alts tell, so I preserve the last $5.01 rather than force a marginal buy into a cooling tape.

Cash stays $5.01. Daily spend today $0.00 of the $50 cap across 0 buys. Desk-traded P&L (real fills) at review: realized $-0.53, unrealized $-2.78, total $-3.31.