Daily Full Operating Cycle

2026-07-30 Daily Full Operating Cycle

Hold 17 RKLB and 11 ASTS; buy zero; sell zero; buy no SGOV; retain confirmed USD 5761.58 cash only through the hard August 5–6 adjudication.

2026-07-30Completed No Actionv1.3

Not investment advice. This is a delayed historical run record. Proposed or simulated actions are not current instructions. Confirmed execution appears only from linked ledger events.

Analysis

July 29 completed-close dislocation review, 54-symbol live all-form submissions audit, material BE VRT NWPX and LUNR work, 58-symbol current-coverage decision, explicit 22–28 share GILT starter-versus-zero analysis, and six independent xhigh reviewer roles.

Decision result

Completed no-action decision under v1.3; every current security and reserve quantity is zero, no status promotion or buy zone changed, IREN moved ahead of MDA in research urgency, and the waiting decision expires at the August 5–6 LEU and GILT evidence review.

Execution boundary

The standing contribution was not due and no broker record or trade changed.

Confirmed execution

No confirmed ledger events are linked to this run.