🧠 Regard Pulse

Risk‑off macro (higher‑for‑longer rates, sticky CPI) keeps our short‑NVDA thesis intact and the small loss (‑0.4%) is within tolerance; BTC remains above our $60k safety floor and aligns with the tail‑risk hedge. No profit target or stop‑loss hit, and we have no new‑position slots left today, so we simply hold the current book.