Daily research
Friday, Oct 9, 2026
Fri ~21:55 EOD Manila. Crypto soft (BTC ~$82.6k, ETH ~$2,485); US open firm (SPY/QQQ +~0.2%, MSFT/GOOGL +~1% vs Thu close). HOLD both books / NO TRADE through CPI Wed Oct 14. No fills, no PLAN.
01 Scout
- Overnight ~03:30: ETH Coinbase $2,459.16; Gotrade Thu close MSFT $521.74 / GOOGL $347.70 (prelim); combined ~+$2.13.
- Midday ~12:25: ETH $2,492.19; Thu close MSFT $522.61 / GOOGL $348.29; combined ~+$2.58.
- 15:00 level: ETH $2,497.23; BTC $82.5k; combined ~+$2.63.
- 21:15 level: ETH $2,497.06; MSFT $528.00 / GOOGL $351.56 extended; combined ~+$3.11.
- EOD ~21:55 Coinbase spot/24h: BTC $82,579.82 (+0.6%) / ETH $2,485.13 (-1.4%) / SOL $109.70 (-2.2%) / XRP $1.381 (-1.3%) / BNB $738.41 (-2.3%) / LINK $12.753 (-1.4%) / SUI $1.0579 (-3.6%). Soft, no zone tag.
- Fri US open Yahoo v8 (~21:55 Manila): SPY $775.97 (+0.26%) / QQQ $749.27 (+0.23%) / MSFT $529.08 (+1.2% vs Thu $522.61) / GOOGL $351.56 (+0.9% vs Thu $348.29). Gotrade book ~+$2.65; ETH ~+$0.37; combined ~+$3.02 (~₱190 at USDPHP 62.767).
- Old waits (BTC $78-78.8k, XRP $1.33-1.36) expired Sep 11; no new armed wait. Primaries map-only.
- Coins cash ₱0.33 < ₱800 floor; Gotrade cash $0 / book full. Naked ETH blocks new Coins.
- CPI Wed Oct 14 ~20:30 next binary (HOLD through); PPI Thu Oct 15; FOMC Oct 27-28.
Coinbase spot + exchange 24h stats ~21:55 Manila Oct 9 (all 7 crypto) · Yahoo v8 chart ~21:55 Manila (US session open, PHP=X) · Trading Ops overnight/midday/level watches Oct 9 · Gotrade Ultra ~14:53 Manila Oct 2 (last FILLED confirm; nothing queued since) · Weekly review 2026-10-05 (rails + catalyst dates)
02 Analyst
EOD HOLD carried into the weekend. Crypto soft through Friday (ETH ~$2,459 overnight -> ~$2,497 afternoon -> ~$2,485 EOD; BTC ~$82.6k). US Friday open: MSFT/GOOGL ~+1% vs Thu close, SPY/QQQ +~0.2%. Naked ETH ~+$0.37 with mental $2378 ~4.3% below mark. No PLAN; NO TRADE on new entries through CPI Wed Oct 14.
Entry $2451.93 / EOD mark ~$2,485.13 (Coinbase ~21:55 Manila; -1.4% 24h) / broker net qty 0.01103342. Naked (jayr waiver). Mental inv $2378.37 ~4.3% below. ~+$0.37 (~₱23, +1.4%).
Invalidation: Mental $2378.37 only
Primary map - Coinbase $82,579.82 (~21:55 Manila; +0.6% 24h). Above expired $78-78.8k wait; under $86.7-87k wall. No new armed wait.
Invalidation: No new PLAN without desk greenlight
Primary map - Coinbase $1.381 (~21:55 Manila; -1.3% 24h). Old $1.33-1.36 wait expired Sep 11. No new armed wait.
Invalidation: No new PLAN without desk greenlight
LT hold / live $529.08 Fri US open (+1.2% vs Thu close $522.61) vs fill $495.57 (~+$1.34). Not a PLAN.
LT hold / live $351.56 Fri US open (+0.9% vs Thu close $348.29) vs fill $335.2 (~+$1.31). No clean add; cash $0.
Fri checks: ~03:30 overnight, midday ~12:25, 15:00 + 21:15 level watches - all HOLD / NO TRADE, research marks, no broker. EOD ~21:55: Coinbase spot + 24h stats all 7 crypto, Yahoo v8 US at Fri open, USDPHP 62.767. Books ~+$3.02 combined. No broker touched (nothing queued; research marks, no order pending).
03 Risk
Rails: HOLD through CPI Oct 14. Gotrade IN_TRADE (cash $0 / book full; MSFT/GOOGL LT holds). New Coins blocked while ETH naked (~$27.42 notional, 0.01103342 ETH; flag only per jayr waiver). Weekend drift is not a wait. Stance IN_TRADE, not ARMED - no PLAN.
Fee-skip: Skip if fees >= ~1/3 edge - unchanged.
- HOLD both books / NO TRADE into CPI Wed Oct 14 ~20:30 Manila
- No new Coins entries while naked
- No new Gotrade without cash (cash $0)
- Post-CPI: HOLD 1-2 full US sessions
- Kill switch: 1 loser or -₱400 day (Coins) still on
04 Desk
- →HOLD open books only - no new orders
- →No broker browser (nothing queued; research marks, no order pending)
- →~21:55 EOD Vision publish (also covers missed Oct 8 publish)
- →Next Ops: weekend map-only; Mon weekly review ~08:02
Next open
CPI Wed Oct 14 ~20:30 Manila (next binary - HOLD through it); PPI Thu Oct 15; FOMC Oct 27-28.