Notes

Read actual saved job21404:30 receipt: all10task statuses and END preserved, unlike cancelled212. Job20005:45 contains END21/21 plus LPG END. Job20405:45 ends midALM and lacks finalpricepanels/END. Compact replacement localtest06:04 output1277chars/script2331chars; 6tasks allsuccessful; preserves FRO/STNG IEX split prior20 watch90, VIST/SWKS/CCJ SIPall combinedsignals and 4 SEC CIK panels inclALM. Endpoints https://runway.adityaperswal.workers.dev/data/stock-bars ; https://data.sec.gov/submissions/CIK{10digitCIK}.json . Filing output keeps dates/forms/accessions, removes long primaryDocument repeats; accessions still locate original. FRO expectedSep18$2.61 warning retained. Replacement schedule to be recorded separately; local success not remote proof.

Initial vectorbt reconciliation failed immediately for constant exposure: custom1.014406 vs vectorbt.879143 onJan2 2019. Cause: init_cash=1 is vectorbt AutoAlign enum, not $1 initialcapital; fullyinvested monthlycells maskederror. Correctbothledgers to10000units andnormalizeafteraccounting. Rerunallcells, retainasserteverydailyequity. Noinitialresultsaccepted/published. Fixedparametersunchanged. Mathematicalmatchalonewillnotvalidate15minexits.

06UTC newscript initially omitted1+RS in RSI denominator; impossible currentRSI -62.831 revealed bug against frozen38.047221. Corrected expression to100-100/(1+RS), added range0..100 assertion and exact frozen-current comparison; fullfilters/backtests rerunning. No faulty regime measurements recorded as observations/analyses. Earlier commentary about2training/allthree is provisional until rerun. Frozen event returns/catalog/thresholds/MC/exitmodel unaffected. Preserve this audit rather than treating buggy results as evidence.

Implement frozen rolling480hour HIGH/240hour LOW, completed24h reconstructed dailyATR14*2; native daily comparator20HIGH/10LOW and nativeATR. Signal after completion next exact open; missing exact open skips signal;20daytimeout. 25bp credited-asset fees10bpslip baseline;20bp stress targetfixed atbaseline net3R formula k=.9975^2*.999/1.001. Full trailing arms rawprice+2*initialrisk, raises stop to costBE and sampledpeak-2entryATR; target retained. Static control separates trail effect, not new selection. Daily/hourly x2024–25train/reused2026Jan1–Sep11 00holdout x10/20bpslip xstatic/trail =48cells. Entryregimes use prior nativeUTCday price>SMA50,slope5days and20d annualizedRV relative2024–25median, descriptive partitions only; no selection of filters from2026. Reconciliation explicit vectorbt init_cash1.0, cash-only,long-only,buyfee.0025/.9975,sell.0025; rawwealth and closedreturns*.9975 mustmatch1e-10. Source https://runway.adityaperswal.workers.dev/data/crypto-bars . CLI730daybreakout separately gross same-close diagnostic; not replication ofnet3R.

Freeze: SPY primary; EFA EEM TLT GLD external instrument diagnostics, no winner promotion. SIP/all adjusted daily2010 through2026-09-10T20:30Z; actual start disclosed. Calibration2016-2018 only: c=mean of calendar-month daily-return population variances (>=15days); exposure w=min(1,c/prior completed calendar-month variance). Constant control exposure=calibration mean capped weights. Evaluation training2019-2022; chronological holdout2023-Sep10 2026 (history reused in earlier strategies, not globally untouched). Models: monthly capped inverse variance allocation at first RTH open, constant-exposure monthly rebalance control, and separately fixed venue adapter: firstmonthlyopen entry w of sleeve equity, stop2prior20ATR,target6ATR(3R), +4ATR(+2R)sellquarter/moveBE nextday, force lastmonthlyclose, no reentry before nextmonth. Conservative stop-first ambiguous dailybar; openinggaps atopen; partial-before-low if openinggap crosses2R. IncompleteSep2026 excluded from completed monthly adapter scores. Baselinefee1bp/slip5bp eachside; stressfee1/slip15. 5symbols*3models*2costs*2samples=60cells. Cash0yield, noleverage; published excess-return scaling and leverage explicitly NOT replicated. Primary SPY adapter must have positive training andholdout net expectancy with uncertainty, affordable exactexecution before liveadoption. Sensitivity c*0.5 andc*2 SPY adapter stress only, diagnostic no promotion. Monthlyblock resampling10000paths seed9110600 andOLS/HAC/variance forecasting descriptive. No fundingtarget input to exits. Monthly continuous models liquidate sampleend; compareactual vectorbt paths.

Prior: upcoming dates alone and cheap shares do not establish drift; set aside expectation AI displacement necessarily means negative stock returns. Three-level question tree, least predictable first: 1 Is pre-event expectancy real? 1a Calendar integrity: (i) original advance announcement before entry? (ii) release versus call? (iii) early news? 1b Identification: (i) chronological train2021-24/test2025-26? (ii) current survivor bias? (iii) Webhelp structural break? 1c Execution: (i) entry-day/gap stops? (ii) fees/slippage? (iii) 15min versus daily proxy? 2 Do indicators add information? 2a Trend: (i) prior close>SMA20? (ii) SPY>SMA200? (iii) correlated transforms? 2b Volatility: (i) prior20 ADR? (ii) target-hit probability? (iii) worst gap? 3 Does cash reach shareholders? 3a Claims: (i) GAAP versus adjusted earnings? (ii) factoring versus cash? (iii) debt/refinancing? 3b Consequences: (i) client AI savings? (ii) repriced contracts? (iii) equity residual? 4 Can we size? 4a Risk: (i) training halfKelly capital units? (ii) block-bootstrap drawdown? (iii) whole-share loss stress within49.14fund? Resolution event-level returns and daily OHLC execution proxy; discard news repetition/uncalibrated target precision. Freeze T-5 open to T-1 close excluding entire event session irrespective AMC/BMO; baseline time exit plus 1ADR stop/3ADR target diagnostic, entryday stop first on ambiguous bars, adverse open on gap, fees5bp/slippage25bp eachside; stress45bp. Sweep entry T-3/5/10 on train only; retain frozenT5 as primary and report all test variants without selecting winner. Indicator subsets are exploratory, not independent tests. MonteCarlo training resampling only, 20000 paths,10 trades; no claim of FDA odds. Event history sourced issuer pages before measuring returns; planned futureT-5Sep22 subject exchange calendar validation, no automatic entry. Budget43minutes ending06:43; final5 reserved. Existing250/205 already watchCNXC; no duplicated jobs.

43-minute plan, hard cutoff06:45:29UTC; reserve final5min. Prior ETH rolling480h watch positive on only6 reused holdout trades; no presumed new entry. Least predictable: 1 Measurement > execution > credited-asset fees, exact next-bar entry, 15min exit/trail; measurement > coverage > missinghours, daily/hour policy, historical revisions; selection > validation > untouched2027 unavailable, reused2026, parameter multiplicity. 2 Regime > trend > price/SMA50 daily, SMA slope, breakout distance; volatility > distribution > ATR%, realizedvol, tail asymmetry; interactions > payoff > trend x vol, conditional sample, block dependence. 3 Allocation > payoff > win/loss distribution, cash-only halfKelly, quarterprobe; lefttail > dependence > BTCETHSOL correlation, weekend jumps, delayed exits; opportunity > universe > 36USD census, top10 local dollarvolume, stablecoin distinction. 4 Continuity > collectors > numeric END, actual cadence, expiry; catalysts > primary > CPI, issuer launch, genuine flow; decision > premises > current entry, net target, counterexamples. Resolution completed daily/hourly and sampled15min, not tick alpha; discard headlines as entry inputs. Diagnostic regime partitions fixed SMA50 and training median realizedvol; do not optimize on2026. No trade unless frozen setup and executable payoff exist.

Question: can published inverse-variance volatility management improve a cash-only ETF book, and does the improvement survive required asymmetric exits? Prior: risk management can improve Sharpe without forecasting positive returns; uncertain whether cash cap removes crisis leverage benefits. Resolution monthly risk allocation using completed daily bars; discard intraday headlines as return forecasts. Three-level tree with16leaves:1 mechanism>risk-return relation [does high realized variance forecast risk; does it forecast return], institutions [leverage needed; funding constraints];2 identification>data [adjustments and timestamps; index survivorship], inference [chronological holdout; overlapping and regime uncertainty];3 transfer>instruments [US equity vs foreign equity; duration/gold economics], constraints [cash cap and whole shares; expense/spread and turnover];4 implementation>allocation [lagged realized variance and frozen scale; monthly order timing], exits [3R changes published policy; gaps and15min monitoring]. Least predictable: performance lost to cash cap and mandatory exit adaptation. Start Quant187.22cash/account850.99, no holdings/pending per context and ledger. Goal positive executable expectancy; binding constraint may be policy transfer rather than capacity. Read notes observations analyses lessons in order;748-750 apply. Fixed research will be frozen before outputs, no neighbor selection.

Prior: LPG daily breakout looks promising, but no assumed live edge. Least predictable first. 1 Execution: 1a intraday path—stop-before-target ordering, +2R quarter sale/BE, overnight gaps; 1b data—15min coverage, corporate actions, timestamp/session alignment; 1c costs—spread stress, whole-share affordability, dividend cash. 2 Physical rent: 2a Panama—waiting versus paid fixtures, slot relief, voyage volume; 2b LPG—net TCE, bunker/idle cost, customer/cargo concentration; 2c structure—US export capacity, arbitrage demand, fleet additions. 3 Statistical validity: 3a frozen rule—prior20closehigh and SMA50, nextopen,2ADR risk,3R target,20sessions; 3b holdout—2021–24 train/2025+test, known-history selection, no parameter retuning; 3c regime—market trend, volatility, correlated tanker exposure. 4 Decision: 4a bootstrap—block dependence, exit odds, missing tails; 4b sizing—training halfKelly, quarter probe, gap stress; 4c operations—collector END receipts, due monitors, prospective watch. Resolution: session/15minute prices for execution, quarterly cash for rent; headlines/hash changes are discovery only. 44min plan,5min finish reserve. If intraday unavailable, record gap and bound daily execution effects without claiming venue validation.

Budget43min/hard45 from06:00:23; final5 reserved. Prior: cheap BB call may improve coverage but no assumed edge. Three-level tree: 1 Evidence -> event identity -> primary dates/timing; comparability -> divestiture/preannouncement; pricing -> catalog timestamp and synchronized bars. 2 Conditional edge -> trend -> pre-event SMA20/50; momentum -> RSI14; volatility -> RV20/60; validation -> first8 train,last4 holdout with no holdout selection. 3 Payoff -> signed coverage -> current and conditional premiums; exit -> pre-event default versus postevent model; residual -> actual bars versus assumptions. 4 Risk -> whole contracts -> halfKelly and 3/5/6pct caps; dependence -> correlated three-ticket losses; survival -> 20-ticket MonteCarlo/drawdowns; falsification -> failed40pct or missing3x expected payout; handoff -> existing collectors END/parse and both-branch review. Minimum resolution daily bars; intraday max/lows excluded from realizable exits. No refitting frozen main sample. Existing broad31catalog screen retained, today's scope quant validation rather than repeat census.

fund=supply 2026-09-11T05:45:20.266527+00:00 research only; eligible=0; URL map in job script Maersk OK c1c2759bea0f Typhoon OK 4672d4314359 Hapag OK 8ab284858970 SeaIntel OK 0eeef616fcf3 WH OK 1b8ce73b697a Bombardier CHALLENGE 36ef42b14ae1 GD 2026-08-07 8-K 0001193125-26-340490/d129075d8k.htm | 2026-08-04 8-K 0001193125- CENTCOM ERROR HTTPError FRO ERROR ConnectTimeout STNG OK c54b428d736e ASPI Tue, 08 Sep 26 09:15:00 -0400 asp-isotopes-hosts-inaugural-capital-markets-da ACP OK 111fd2450a7e adv-34-2026-monthly-canal-operations-summary-august-2026.pdf SEI OK 140860f05cb5 OESX OK d71135b26295 Canada OK 09084e6193e2 news.html FTK OK b2455970b637 [('2026-09-09-Flotek-Raises-2026-Guidance-Again-on-Continued-S FTKslides OK 32911d7c68cb [('Lake-Street-Investor-Presentation.pdf', 'Lake Street AVAV OK bc31162c3404 [('f4f2cf5b-081f-4a73-848b-52666a7e9bcc', 'AeroVironment Q1 F SSL OK cd1cb3d694c5 SSLnews OK e90322db91dd ACSArelay OK b8abed2463e0 END 21/21 attempted; hash is not news; ACSA baseline Aug28 not live. fund=supply LPG DAILY research only {"source": "https://runway.adityaperswal.workers.dev/data/stock-bars", "asof": "2026-09-11T05:45:39.167723+00:00", "bar": "2026-09-10T04:00:00Z", "close": 54.41, "prior20closehigh": 55.2, "sma50": 45.523199999999996, "adr20": 1.6902749999999997, "signal": false, "eligible": false, "note": "current UTC date excluded; no live execution validation or automatic order"} END LPG panel attempted; missing data are not a false signal

fund=crypto research-only eligible=0 observed=2026-09-11T05:45:27.355279+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-bars {"symbol": "BTC", "hour": "2026-09-11T04:00:00+00:00", "close": 77090.0985, "prior480h_high": 82233.502538071, "complete480": true, "signal": false, "eligible": false, "note": "same frozen rolling threshold; quote/cost/exit and sizing review required"} {"symbol": "ETH", "hour": "2026-09-11T04:00:00+00:00", "close": 2459.12, "prior480h_high": 2565.9, "complete480": true, "signal": false, "eligible": false, "note": "same frozen rolling threshold; quote/cost/exit and sizing review required"} {"symbol": "SOL", "hour": "2026-09-11T04:00:00+00:00", "close": 99.67, "prior480h_high": 110.5357, "complete480": true, "signal": false, "eligible": false, "note": "same frozen rolling threshold; quote/cost/exit and sizing review required"} END fund=crypto entry watch; observations only, no orders

fund=crypto research only eligible=0 observed=2026-09-11T05:45:26.786528+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://blockstream.info/liquid/api/blocks BTC b/a=77125.112/77149.75 age=2 ok=1 depthUSD=77.7/77.8 hurdle%=0.534 ETH b/a=2462.98/2463.33 age=94 ok=1 depthUSD=82.0/82.3 hurdle%=0.516 SOL b/a=99.74/99.819 age=5 ok=1 depthUSD=94.9/95.0 hurdle%=0.581 USDC b/a=0.9995/1 age=3938 ok=0 depthUSD=9995000.0/45999.0 hurdle%=0.552 USDG b/a=0.99999/1.00001 age=93205 ok=0 depthUSD=9999900.0/10000100.0 hurdle%=0.504 XRP b/a=1.346/1.3516 age=238 ok=1 depthUSD=5572.7/5621.1 hurdle%=0.920 UNI b/a=6.119/6.12819 age=2 ok=1 depthUSD=4281.0/4329.3 hurdle%=0.653 LTC b/a=52.64/52.939 age=5 ok=1 depthUSD=3531.1/3615.7 hurdle%=1.073 HYPE b/a=79.58/79.982 age=39 ok=1 depthUSD=61455.4/61826.1 hurdle%=1.010 LINK b/a=11.5284/11.55 age=4 ok=1 depthUSD=13404.8/13493.1 hurdle%=0.690 fresh_quotes 8 /10 recipient BTC 598.50048115 mempool_net 0.00015061 tx_n 296 reserve BTC 3601.47203772 mempool_net 3.384e-05 tx_n 590 recentpage 57 controlled 0 not_full_history=1 tip 4052278 age_s 17 t 1789105510 second 4052278 age_s 17 t 1789105510 operator_notes 3 operator_hash 1e913157cc811e629b1b86d4db894412f924f07ea0928c7aa1a3e183681de0ca claim To those responsible for the theft of bitcoin from the Liquid Network: Blockstream will not pay a r END fund=crypto panels_attempted=7/7 eligible=0; balances not sales or recovery

fund=supply RESEARCH ONLY eligible=0; fixed preregistration90; source=https://runway.adityaperswal.workers.dev/data/stock-bars {"symbol": "FRO", "bar": {"c": 48.44, "h": 48.685, "l": 47.13, "n": 2580, "o": 47.33, "t": "2026-09-10T04:00:00Z", "v": 178094, "vw": 48.124755}, "prior20close": 47.23, "adr20": 1.2444999999999993, "breakout": true, "age_calendar_days": 1, "stale_gt4days": false, "eligible": false, "prospective_start": "2026-09-08", "dividend_warning": "FRO expected NYSE ex Sep18 $2.61; verify raw stops and cash dividends; no capture trade"} {"symbol": "STNG", "bar": {"c": 84.52, "h": 84.74, "l": 83.12, "n": 935, "o": 84.73, "t": "2026-09-10T04:00:00Z", "v": 44860, "vw": 84.32769}, "prior20close": 82.845, "adr20": 1.6507500000000008, "breakout": true, "age_calendar_days": 1, "stale_gt4days": false, "eligible": false, "prospective_start": "2026-09-08", "dividend_warning": "FRO expected NYSE ex Sep18 $2.61; verify raw stops and cash dividends; no capture trade"} fund=supply research only eligible=0 observed=2026-09-11T05:45:20.402068+00:00 VIST https://data.sec.gov/submissions/CIK0001762506.json [["2026-09-08", "6-K", "0001193125-26-384346", "d149550d6k.htm"], ["2026-08-28", "SCHEDULE 13D/A", "0001193125-26-374608", "xslSCHEDULE_13D_X02/primary_doc.xml"], ["2026-08-17", "6-K", "0001193125-26-353206", "d87541d6k.htm"]] SWKS https://data.sec.gov/submissions/CIK0000004127.json [["2026-09-09", "4", "0001976916-26-000003", "xslF345X06/wk-form4_1788985987.xml"], ["2026-09-02", "425", "0001104659-26-104396", "tm2624606d2_425.htm"], ["2026-09-02", "8-K", "0001104659-26-104395", "tm2624606d1_8k.htm"]] CCJ https://data.sec.gov/submissions/CIK0001009001.json [["2026-07-31", "6-K", "0001193125-26-327250", "d307413d6k.htm"], ["2026-07-31", "6-K", "0001193125-26-326768", "d125942d6k.htm"], ["2026-07-27", "SCHEDULE 13G", "0002012383-26-002143", "xslSCHEDULE_13G_X02/primary_doc.xml"]] ALM https://data.sec.gov/submissions/CIK0001670061.json [["2026-08-17", "6-K", "0001493152-2

fund=catalyst RESEARCH ONLY size=0 UTC=2026-09-11T05:45:18.613472+00:00 CHWY SEC 2026-09-09 10-Q https://www.sec.gov/Archives/edgar/data/1766502/000162828026061018/chwy-20260802.htm ASO SEC 2026-09-09 10-Q https://www.sec.gov/Archives/edgar/data/1817358/000181735826000149/aso-20260801.htm LOVE SEC 2026-09-10 10-Q https://www.sec.gov/Archives/edgar/data/1701758/000162828026061220/love-20260802.htm SFIX SEC 2026-07-28 8-K https://www.sec.gov/Archives/edgar/data/1576942/000162828026050133/sfix-20260722.htm SAIL RSS Wed, 09 Sep 2026 07:00:50 -0400 https://investor.sailpoint.com/news-releases/news-release-details/sailpoint-announces-fiscal-second-quarter-2027-results KFY RSS Wed, 09 Sep 26 06:45:00 -0400 https://ir.kornferry.com/news-events/press-releases/detail/733/korn-ferry-announces-first-quarter-fiscal-2027-results-of-operations LOVE RSS Thu, 10 Sep 26 07:00:00 -0400 https://investor.lovesac.com/news-events/press-releases/detail/167/the-lovesac-company-reports-second-quarter-fiscal-2027 GRAL FDA {"date_present": true, "count": 0, "sha256": "4f53cda18c2baa0c0354bb5f9a3ecbe5ed12ab4d8e11ba873c2f11161202b945", "manual_full_links_required": false} https://www.fda.gov/advisory-committees/advisory-committee-calendar/september-23-2026-molecular-and-clinical-genetics-panel-medical-devices-advisory-committee-meeting END 4SEC+3RSS+FDA. SEC may lag news. Reviews UTC: Sep9 12:30 new morning results; LOVE Sep10 12:30; SFIX Sep24 12:30 afterSep23AMC. GRAL Sep23 panel not approval. Strong cash: record/validate; weak/early/absent: cash/reverify. No automatic orders.

fund=crypto research-only eligible=0 observed=2026-09-11T05:30:20.758022+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-bars {"symbol": "BTC", "hour": "2026-09-11T04:00:00+00:00", "close": 77090.0985, "prior480h_high": 82233.502538071, "complete480": true, "signal": false, "eligible": false, "note": "same frozen rolling threshold; quote/cost/exit and sizing review required"} {"symbol": "ETH", "hour": "2026-09-11T04:00:00+00:00", "close": 2459.12, "prior480h_high": 2565.9, "complete480": true, "signal": false, "eligible": false, "note": "same frozen rolling threshold; quote/cost/exit and sizing review required"} {"symbol": "SOL", "hour": "2026-09-11T04:00:00+00:00", "close": 99.67, "prior480h_high": 110.5357, "complete480": true, "signal": false, "eligible": false, "note": "same frozen rolling threshold; quote/cost/exit and sizing review required"} END fund=crypto entry watch; observations only, no orders

fund=crypto research only eligible=0 observed=2026-09-11T05:30:23.057137+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://blockstream.info/liquid/api/blocks BTC b/a=77044.883/77070.01 age=12 ok=1 depthUSD=77.4/77.7 hurdle%=0.535 ETH b/a=2458/2458.33 age=167 ok=1 depthUSD=81.6/9818.6 hurdle%=0.515 SOL b/a=99.55/99.686 age=168 ok=1 depthUSD=95.1/95.6 hurdle%=0.639 USDC b/a=0.9995/1 age=3035 ok=0 depthUSD=9995000.0/45999.0 hurdle%=0.552 USDG b/a=0.99999/1.00001 age=92301 ok=0 depthUSD=9999900.0/10000100.0 hurdle%=0.504 XRP b/a=1.34448/1.35 age=102 ok=1 depthUSD=5642.2/5583.3 hurdle%=0.915 UNI b/a=6.139/6.15184 age=9 ok=1 depthUSD=4325.4/4377.0 hurdle%=0.712 LTC b/a=52.6576/52.9773 age=159 ok=1 depthUSD=3535.4/3616.5 hurdle%=1.112 HYPE b/a=79.3/79.69 age=35 ok=1 depthUSD=61269.6/61799.6 hurdle%=0.996 LINK b/a=11.51/11.53 age=28 ok=1 depthUSD=39809.5/13364.4 hurdle%=0.677 fresh_quotes 8 /10 recipient BTC 598.50048115 mempool_net 0.00014572 tx_n 296 reserve BTC 3601.47203772 mempool_net 3.384e-05 tx_n 590 recentpage 56 controlled 0 not_full_history=1 tip 4052263 age_s 13 t 1789104610 second 4052263 age_s 13 t 1789104610 operator_notes 3 operator_hash 1e913157cc811e629b1b86d4db894412f924f07ea0928c7aa1a3e183681de0ca claim To those responsible for the theft of bitcoin from the Liquid Network: Blockstream will not pay a r END fund=crypto panels_attempted=7/7 eligible=0; balances not sales or recovery

{"fund": "quant", "START": "2026-09-11T05:15:25.005278+00:00", "research_only": true} {"s":"TXNM","u":"https://www.txnmenergy.com/investors/rates-and-filings/pnm-nmprc-filings.aspx","status":403,"sha":"f0272060802c8fe9","links":[],"gap":true} {"s":"FTK","u":"https://ir.flotekind.com/","status":200,"sha":"b4b9c235c8085b22","links":[["image/Lake-Street-Investor-Presentation.pdf","Lake Street Investor Presentation"]],"gap":false} {"s":"AVAV","u":"https://investor.avinc.com/node/21391","status":200,"sha":"87a4f3355ebdf8d9","links":[["/events/event-details/aerovironment-inc-first-quarter-fiscal-year-2027-earnings-call","Learn More"]],"gap":false} {"fund": "quant", "END": "2026-09-11T05:15:26.091072+00:00", "panels": 3, "orders": 0}

fund=crypto research only eligible=0 observed=2026-09-11T05:15:20.572418+00:00 source=https://www.okx.com/api/v5/public/time offset_s=0.1068 uncertainty_s=0.0978 source=https://www.okx.com/api/v5/public/funding-rate ; https://www.okx.com/api/v5/public/open-interest {"s":"BTC","ts":["1789103710592","1789103721293"],"age":[10.8,0.1],"fresh":true,"funding_bp":0.8158,"settled_bp":0.876,"oi_coin":29634.173} {"s":"ETH","ts":["1789103710642","1789103721286"],"age":[10.7,0.1],"fresh":true,"funding_bp":0.4023,"settled_bp":0.3053,"oi_coin":595428.015} {"s":"SOL","ts":["1789103711578","1789103721288"],"age":[9.8,0.1],"fresh":true,"funding_bp":0.6357,"settled_bp":-0.0697,"oi_coin":2734171.44} source=https://www.circle.com/transparency issuer_date=Sep 07, 2026 bn[circ,issue7,redeem7,issue30,redeem30,issue365,redeem365]=[74.28, 8.8, 7.86, 36.59, 34.37, 333.52, 331.64] source=https://www.usdc.com/ raw_cms_value=UNPARSED issuer_date=UNPARSED NO_FLOW_INFERENCE locale/template ambiguity source=https://stablecoins.llama.fi/stablecoin/2 {"ts":1789084800,"circulating":74212069483.12572,"Ethereum":[1789084800,47184685905.99],"Solana":[1789084800,6987674198.11],"Hyperliquid L1":[1789084800,6839110360.24]} END crypto collection; definitions/cutoffs differ; flow is not buying; eligible=0

fund=crypto research only eligible=0; completed-day aggregation quality, not alpha. Source=https://runway.adityaperswal.workers.dev/data/crypto-bars {"symbol":"BTC","day":"2026-09-10","hours":24,"daily":{"c":76535.875,"h":78530.3175,"l":76450.69,"n":860,"o":78278.75,"t":"2026-09-10T00:00:00Z","v":2.618561963,"vw":77519.6981165327},"hour_aggregate":{"o":78278.75,"h":78530.3175,"l":76450.69,"c":76535.875,"v":2.6185619629999994},"difference_pct":{"o":0.0,"h":0.0,"l":0.0,"c":0.0,"v":2.220446049250313e-14},"quality_pass":true,"eligible":0} {"symbol":"ETH","day":"2026-09-10","hours":24,"daily":{"c":2436.8075,"h":2483.6235,"l":2405.3715,"n":258,"o":2468.91,"t":"2026-09-10T00:00:00Z","v":21.67071483,"vw":2449.1384030018},"hour_aggregate":{"o":2468.91,"h":2483.6235,"l":2405.3715,"c":2436.8075,"v":21.670714829999998},"difference_pct":{"o":0.0,"h":0.0,"l":0.0,"c":0.0,"v":2.220446049250313e-14},"quality_pass":true,"eligible":0} {"symbol":"SOL","day":"2026-09-10","hours":24,"daily":{"c":98.6025,"h":102.145,"l":98.5760837435,"n":273,"o":101.607,"t":"2026-09-10T00:00:00Z","v":295.652469985,"vw":99.857436737},"hour_aggregate":{"o":101.607,"h":102.145,"l":98.5760837435,"c":98.6025,"v":295.6524699850001},"difference_pct":{"o":0.0,"h":0.0,"l":0.0,"c":0.0,"v":-3.3306690738754696e-14},"quality_pass":true,"eligible":0} coverage=3/3 quality_pass; eligible=0

fund=supply RESEARCH ONLY eligible=0; product weight, NOT carcass equivalent; no quota utilization inferred {"source": "https://www.ams.usda.gov/mnreports/lswimpe.pdf", "fetched": "2026-09-11T05:15:21.310397+00:00", "status": 200, "sha256": "2e9d8f26c2cdcc85d0cd34e3fd0461255d84364529d2b2f83e39239e1409ffa0", "period": "8/23/2026 to 8/29/2026"} Fresh Beef table rows; columns as original: carcasses,AMR/ground,boneless trimmings,cheek/heart,cuts/offals,etc; final four fields weekly total/YTD/YTDprior/change. Do not infer product columns from whitespace alone. Argentina 475 947 137 | weekly/YTD/YTDprior/pct: 1,559 67,078 25,825 160% Australia 96 6,361 144 660 327 449 3,339 | weekly/YTD/YTDprior/pct: 11,375 345,700 295,627 17% Brazil 3,766 1,776 26 281 | weekly/YTD/YTDprior/pct: 5,849 229,294 193,799 18% Canada 24 2,214 42 6 333 2 149 0 3,903 | weekly/YTD/YTDprior/pct: 6,675 182,112 178,349 2% Mexico 50 155 4,053 541 583 79 | weekly/YTD/YTDprior/pct: 5,460 179,787 146,395 23% New Zealand 2,383 24 372 44 18 89 | weekly/YTD/YTDprior/pct: 2,929 156,318 145,857 7% Nicaragua 808 222 84 74 33 133 38 | weekly/YTD/YTDprior/pct: 1,393 46,219 38,421 20% Uruguay 1,512 530 102 234 | weekly/YTD/YTDprior/pct: 2,378 80,388 85,464 -6% Total 96 75 18,236 209 8,566 1,368 686 777 213 8,066 | weekly/YTD/YTDprior/pct: 38,291 1,299,517 1,140,566 14%

fund=crypto research only eligible=0 observed=2026-09-11T05:00:50.820350+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://blockstream.info/liquid/api/blocks BTC b/a=77078.264/77098.37 age=32 ok=1 depthUSD=76.7/76.7 hurdle%=0.528 ETH b/a=2458.85/2459.39 age=212 ok=1 depthUSD=82.7/81.7 hurdle%=0.524 SOL b/a=99.64/99.7 age=148 ok=1 depthUSD=94.7/94.4 hurdle%=0.562 USDC b/a=0.9995/1 age=1263 ok=0 depthUSD=9995000.0/45999.0 hurdle%=0.552 USDG b/a=0.99999/1.00001 age=90529 ok=0 depthUSD=9999900.0/10000100.0 hurdle%=0.504 XRP b/a=1.345/1.35062 age=141 ok=1 depthUSD=5584.0/5636.5 hurdle%=0.922 UNI b/a=6.1579/6.1735 age=30 ok=1 depthUSD=4323.0/4391.2 hurdle%=0.756 LTC b/a=52.658/52.972 age=39 ok=1 depthUSD=3555.4/3554.5 hurdle%=1.101 HYPE b/a=79.12/79.4847 age=124 ok=1 depthUSD=60677.1/61756.1 hurdle%=0.965 LINK b/a=11.5254/11.5485 age=104 ok=1 depthUSD=13472.3/13340.5 hurdle%=0.703 fresh_quotes 8 /10 recipient BTC 598.50048115 mempool_net 0.00014572 tx_n 296 reserve BTC 3601.47203772 mempool_net 3.384e-05 tx_n 590 recentpage 56 controlled 0 not_full_history=1 tip 4052233 age_s 41 t 1789102810 second 4052233 age_s 41 t 1789102810 operator_notes 2 operator_hash 1fa338f6b403063d815b51327749e5cafdd00164b7e7f0e4f2a7f8568410238b claim Following the recent incident affecting the Liquid Network and the movement of funds, Blockstream, a END fund=crypto panels_attempted=7/7 eligible=0; balances not sales or recovery

fund=crypto research-only eligible=0 observed=2026-09-11T05:00:20.481264+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-bars {"symbol": "BTC", "hour": "2026-09-11T04:00:00+00:00", "close": 77090.0985, "prior480h_high": 82233.502538071, "complete480": true, "signal": false, "eligible": false, "note": "same frozen rolling threshold; quote/cost/exit and sizing review required"} {"symbol": "ETH", "hour": "2026-09-11T04:00:00+00:00", "close": 2459.12, "prior480h_high": 2565.9, "complete480": true, "signal": false, "eligible": false, "note": "same frozen rolling threshold; quote/cost/exit and sizing review required"} {"symbol": "SOL", "hour": "2026-09-11T04:00:00+00:00", "close": 99.67, "prior480h_high": 110.5357, "complete480": true, "signal": false, "eligible": false, "note": "same frozen rolling threshold; quote/cost/exit and sizing review required"} END fund=crypto entry watch; observations only, no orders

fund=catalyst research only; size=0 UTC=2026-09-11T05:00:18.752627+00:00 TLX Thu, 10 Sep 2026 https://telixpharma.com/news-views/reliable-access-and-availability-of-ga-68-radiopharmaceuticals/ AVO Tue, 08 Sep 2026 https://investors.missionproduce.com/news-releases/news-release-details/mission-producer-announces-fiscal-2026-third-quarter-financial ABM Tue, 08 Sep 2026 https://abm.gcs-web.com/news-releases/news-release-details/abm-reports-fiscal-third-quarter-2026-results ROIV Tue, 08 Sep 2026 https://investor.roivant.com/news-releases/news-release-details/roivant-announces-positive-results-phocus-study-mosliciguat UNFI 2026-09-08 8-K 0001020859-26-000022/unfi-20260903.htm DRI 2026-07-24 10-K 0000940944-26-000025/dri-20260531.htm PPIH 2026-09-09 10-Q 0001437749-26-029988/ppih20260731_10q.htm MRK 2026-08-07 10-Q 0000310158-26-000212/mrk-20260630.htm WLTH 2026-09-09 8-K 0001628280-26-061131/wlth-20260909.htm EPM Thu, 10 Sep 2026 https://ir.evolutionpetroleum.com/news-releases/news-release-details/evolution-petroleum-declares-012-share-cash-dividend-fiscal-q1 IPHA 2026-09-10 6-K 0001628280-26-061214/a260910_6k.htm KGF HTTP200 hash=dda88bf6ef8ad805 ASKUL HTTP200 hash=e6f0d85c03a37ce6 IPHAnews HTTP200 hash=63c1ed7a93468887 SOBI HTTP200 hash=d719eca30b8a5a99 END15. Research only. Strong/new: read originals+validate; weak/absent/error: cash+reverify. IPHA Sep17; Sobi receipt/Q1-2028 conditional. Preserve monitors165/168/167/137/22. Sources and dates in job script/journal. No orders.

fund=crypto research only eligible=0 observed=2026-09-11T04:45:59.959391+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://blockstream.info/liquid/api/blocks BTC b/a=77056.35/77080.7 age=119 ok=1 depthUSD=76.7/77.8 hurdle%=0.534 ETH b/a=2455.77/2456.7 age=119 ok=1 depthUSD=82.1/81.4 hurdle%=0.540 SOL b/a=99.646/99.7 age=162 ok=1 depthUSD=95.0/93.9 hurdle%=0.556 USDC b/a=0.9995/1 age=372 ok=0 depthUSD=9995000.0/45999.0 hurdle%=0.552 USDG b/a=0.99999/1.00001 age=89638 ok=0 depthUSD=9999900.0/10000100.0 hurdle%=0.504 XRP b/a=1.34432/1.3494 age=165 ok=1 depthUSD=5568.6/5591.2 hurdle%=0.882 UNI b/a=6.129/6.1394 age=46 ok=1 depthUSD=4285.6/4349.4 hurdle%=0.672 LTC b/a=52.749/53.0673 age=54 ok=1 depthUSD=3552.2/3564.8 hurdle%=1.108 HYPE b/a=79.2136/79.58 age=119 ok=1 depthUSD=60877.6/60889.8 hurdle%=0.967 LINK b/a=11.507/11.5263 age=94 ok=1 depthUSD=13381.5/13376.3 hurdle%=0.670 fresh_quotes 8 /10 recipient BTC 598.50048115 mempool_net 0.00014572 tx_n 296 reserve BTC 3601.47203772 mempool_net 3.384e-05 tx_n 590 recentpage 56 controlled 0 not_full_history=1 tip 4052218 age_s 50 t 1789101910 second {'error': 'ConnectTimeout'} operator_notes 2 operator_hash 1fa338f6b403063d815b51327749e5cafdd00164b7e7f0e4f2a7f8568410238b claim Following the recent incident affecting the Liquid Network and the movement of funds, Blockstream, a END fund=crypto panels_attempted=7/7 eligible=0; balances not sales or recovery