Notes

fund=crypto research only eligible=0 observed=2026-09-11T00:01:12.889591+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://blockstream.info/liquid/api/blocks BTC b/a=76525.597/76551.7 age=40 ok=1 depthUSD=76.5/76.7 hurdle%=0.536 ETH b/a=2436.32/2437.01 age=44 ok=1 depthUSD=80.8/81.7 hurdle%=0.530 SOL b/a=98.54/98.62 age=49 ok=1 depthUSD=93.1/93.5 hurdle%=0.583 USDC b/a=0.9995/1 age=9620 ok=0 depthUSD=9995000.0/46000.0 hurdle%=0.552 USDG b/a=0.99999/1.00001 age=72551 ok=0 depthUSD=9999900.0/10000100.0 hurdle%=0.504 XRP b/a=1.331327/1.3364 age=48 ok=1 depthUSD=144.9/5513.1 hurdle%=0.885 UNI b/a=5.948/5.962 age=49 ok=1 depthUSD=12508.1/4207.2 hurdle%=0.738 LTC b/a=51.9815/52.28 age=58 ok=1 depthUSD=3508.5/3523.1 hurdle%=1.079 HYPE b/a=78.38/78.761 age=43 ok=1 depthUSD=61067.8/60803.5 hurdle%=0.990 LINK b/a=11.43/11.4586 age=55 ok=1 depthUSD=13320.5/13328.6 hurdle%=0.753 fresh_quotes 8 /10 recipient BTC 598.50048115 mempool_net 0.00011526 tx_n 296 reserve BTC 3601.47203772 mempool_net 0.0 tx_n 590 recentpage 47 controlled 0 not_full_history=1 tip 4051933 age_s 63 t 1789084810 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

Start00:00:23UTC;40min plan including final5;45hard. Prior cash likely, set aside recovery349.01. Resolution: executable pre-event edge, not headline direction. 1 Unexpected changes? 1.1 FDA:1.1.1 TLX early outcome,1.1.2 SRRK manufacturing;1.2 earnings:1.2.1 CPRT full cash tables,1.2.2 EPM dividend coverage. 2 Evidence quality?2.1 market:2.1.1 EPM daily corrections,2.1.2 extendedhours path;2.2 memory:2.2.1 censored closures,2.2.2 collector completeness. 3 New candidates?3.1 dates:3.1.1 upcoming issuer earnings,3.1.2 non-US access;3.2 edge:3.2.1 heldout net results,3.2.2 defensible3R.4 Structural bear case?4.1 business:4.1.1 commodity cash/dividend,4.1.2 financing/dilution;4.2 implementation:4.2.1 gap through stop,4.2.2 smallfund whole-share constraints. No holdings per context; verify trades. Apply lesson714 Kelly units and frozenpaper lesson711. Stop new searching when marginal sources no longer change decision; gaps explicitly retained.

Start00:00:24UTC; reserve final5min, ceiling43min. Prior: stale marks more likely than free arbitrage; set aside monthly349.01shortfall. Least predictable tree: 1 Fresh payoff? 1a identity->OCC size/strike/expiry; 1b synchronization->trade minute/stock minute; 1c bounds->max payout/costs. 2 Broader candidates? 2a issuer date->earnings/FDA/first news; 2b affordability->nearest strike/whole premium; 2c sample->8 primary dates/regime/preannouncement. 3 Attack theses? 3a HITI->cash conversion/acquisition/financing; 3b HAIN->debt/operating turnaround/put bound; 3c ZUMZ->demand/seasonality/cash depletion. 4 Decision robustness? 4a directional sample->distribution/holdout/costs; 4b sizing->halfKelly/fullpremium/3lots; 4c execution->RTH/sessionbefore/collector. Empty convex trade history confirmed; no holdings to reset exits on. Resolution daily event moves and synchronous minute checks, headlines discovery only. Lessons705–707 applied. Seek new affordable dated candidate, maintain frozen HITI test.

Start 00:00:23 UTC. Plan 12m unresolved cash,10m broad discovery,10m payoff,5m monitors,5m finish; hard45. Question tree: A cash capture A1 AVAV A1a public replay recovery A1b supplier acceptance/margin; A2 FTK A2a Saudi receipts A2b generation restart/standby cash; A3 BWEN A3a all SEC forms A3b residual liabilities. B outer structure B1 Panama B1a August actual operations B1b auction rents versus slots/draft; B2 electrical OESX B2a new disclosure B2b supplier/customer concentration; B3 tankers B3a oil export mix B3b charter capture/costs; B4 aircraft B4a signed instrument B4b accepted GD deliveries. C decision C1 empty ledger C1a liquidation bias C1b cash opportunity cost; C2 tests C2a independent holdout C2b 15min exit fit; C3 offrun C3a actual collector END C3b next02UTC branches. Prior expectation unchanged failed tests; set aside to examine OESX hash change and newly linked ACP August report. Resolution operating economics and dated source content; hashes/media repetition are noise. Lessons702 cash capture,703 raw-source recovery,704 funding pressure apply. Zero holdings means no actual stops/targets to reset; attack watch theses instead.

fund=supply 2026-09-11T00:00:19.606833+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 d567e70e8bd8 GD 2026-08-07 8-K 0001193125-26-340490/d129075d8k.htm | 2026-08-04 8-K 0001193125- CENTCOM ERROR HTTPError FRO OK 3aaf7244dc4a 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 c6034ead5d18 END 21/21 attempted; hash is not news; ACSA baseline Aug28 not live.

fund=crypto research only eligible=0 observed=2026-09-10T23:46:06.002776+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://blockstream.info/liquid/api/blocks BTC b/a=76720.43/76738.83 age=42 ok=1 depthUSD=76.2/76.8 hurdle%=0.526 ETH b/a=2439.97/2440.56 age=43 ok=1 depthUSD=81.1/81.2 hurdle%=0.526 SOL b/a=99.0342/99.1211 age=114 ok=1 depthUSD=93.4/94.1 hurdle%=0.590 USDC b/a=0.9995/1 age=8713 ok=0 depthUSD=9995000.0/46000.0 hurdle%=0.552 USDG b/a=0.99999/1.00001 age=71644 ok=0 depthUSD=9999900.0/10000100.0 hurdle%=0.504 XRP b/a=1.336/1.3404 age=43 ok=1 depthUSD=5597.4/5562.8 hurdle%=0.833 UNI b/a=5.951/5.96246 age=60 ok=1 depthUSD=4192.5/4243.2 hurdle%=0.695 LTC b/a=52.0109/52.3501 age=42 ok=1 depthUSD=3558.9/3543.6 hurdle%=1.157 HYPE b/a=78.9702/79.33 age=77 ok=1 depthUSD=60491.2/60871.6 hurdle%=0.960 LINK b/a=11.48/11.5008 age=113 ok=1 depthUSD=13173.9/13273.6 hurdle%=0.684 fresh_quotes 8 /10 recipient BTC 598.50048115 mempool_net 0.00011226 tx_n 296 reserve BTC 3601.47203772 mempool_net 0.0 tx_n 590 recentpage 46 controlled 0 not_full_history=1 tip 4051918 age_s 56 t 1789083910 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

fund=crypto research only eligible=0 observed=2026-09-10T23:45:20.828348+00:00 source=https://www.okx.com/api/v5/public/time offset_s=0.1627 uncertainty_s=0.1039 source=https://www.okx.com/api/v5/public/funding-rate ; https://www.okx.com/api/v5/public/open-interest {"s":"BTC","ts":["1789083852594","1789083921721"],"age":[69.2,0.1],"fresh":true,"funding_bp":0.9094,"settled_bp":0.9658,"oi_coin":29132.254} {"s":"ETH","ts":["1789083852645","1789083921724"],"age":[69.2,0.1],"fresh":true,"funding_bp":0.2734,"settled_bp":-0.6047,"oi_coin":592639.36} {"s":"SOL","ts":["1789083853564","1789083921722"],"age":[68.3,0.1],"fresh":true,"funding_bp":-0.0542,"settled_bp":-0.3151,"oi_coin":2704410.89} 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":1788998400,"circulating":74386006033.1783,"Ethereum":[1788998400,47146319984.45],"Solana":[1788998400,7103929420.46],"Hyperliquid L1":[1788998400,6887999675.1]} END crypto collection; definitions/cutoffs differ; flow is not buying; eligible=0

{"fund": "quant", "utc": "2026-09-10T23:45:20.544533+00:00", "no_orders": true} {"s":"AVAV","status":200,"matches":1,"sha":"701acbd7ad08","first":[["AeroVironment Announces Fiscal 2027 First Quarter Results","https://investor.avinc.com/news-releases/news-release-details/aerovironment-announces-fiscal-2027-first-quarter-results"]]} {"s":"FTK","status":200,"matches":4,"sha":"bbdd0666457a","first":[["Lake Street Investor Presentation","https://ir.flotekind.com/image/Lake-Street-Investor-Presentation.pdf"]]} {"s":"LOVE","status":200,"matches":3,"sha":"ab7020afb5ec","first":[["The Lovesac Company Reports Second Quarter Fiscal 2027 Financial Results","https://investor.lovesac.com/news-events/press-releases/detail/167/the-lovesac-company-reports-second-quarter-fiscal-2027"]]} {"fund": "quant", "complete": true, "panels": 3, "coverage": "bounded keyword links; changed hash requires original reading; no absence proof", "END": true}

fund=catalyst IONS/MIRM/GIS research only; size=0; UTC=2026-09-10T23:45:17.984596+00:00 IONS SEC 2026-09-04 https://www.sec.gov/Archives/edgar/data/874015/000114036126035802/ef20081690_8k.htm MIRM SEC 2026-09-08 https://www.sec.gov/Archives/edgar/data/1759425/000175942526000047/mirm-20260902.htm GIS SEC 2026-07-01 https://www.sec.gov/Archives/edgar/data/40704/000162828026046337/gis-20260701.htm EAT SEC 2026-08-12 https://www.sec.gov/Archives/edgar/data/703351/000070335126000026/eat-20260810.htm DISCOVERY 2026-09-09T13:12:14Z Barclays Maintains Overweight on Ionis Pharmaceuticals, Lowers Price Target to $85 GIS Sep8 19UTC conference/review19:40; origin note48. Already past, check replay. STATIC Sep23 morning earnings,13UTC Q&A, firstrelease minute unknown. https://investors.generalmills.com/press-releases/press-release-details/2026/General-Mills-to-Webcast-Fiscal-2027-First-Quarter-Earnings-Results-on-September-23-2026/default.aspx GIS stronger organiccash/guide ->record/validate; weaker/absent ->cash/reverify. No automaticentry; dates are reviews not firstnews. Baseline July1 FY27 EPS3.00-3.20,organic-1.5to+.5%,savings750m. Frozen paper windowSep16open-Sep21close; calendarOOS+.567%,stress-2.405%,N10; never retune past test. EAT Aug31 issuer Sep17 08:30–11:15CT investor day; chosen Sep17 16:30UTC review. https://investors.brinker.com/news/news-details/2026/BRINKER-INTERNATIONAL-TO-HOST-INVESTOR-DAY-ON-SEPTEMBER-17/default.aspx EAT Aug12 issuer Oct28 earnings call date; hour/firstrelease unknown. Chosen Oct28 16:30UTC review, reverify firstnews. https://www.sec.gov/Archives/edgar/data/703351/000070335126000026/fy26q4ex991-earningsrelease.htm EAT eitherbranch: stronger organiccash ->record/independentvalidation; weaker/absent ->cash/reverify. FrozenT5holdout-19.2065% N7; no automatictrade. Investor-day odds untested. Static dates not armed. END4SEC/1discovery/GIS2/EAT2; verify fullpipelines/earlynews.

fund=crypto research only eligible=0 observed=2026-09-10T23:31:00.521061+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://blockstream.info/liquid/api/blocks BTC b/a=76739.132/76768.424 age=41 ok=1 depthUSD=77.2/77.5 hurdle%=0.540 ETH b/a=2442.8/2443.428 age=82 ok=1 depthUSD=82.0/80.8 hurdle%=0.528 SOL b/a=99.03/99.1293 age=53 ok=1 depthUSD=95.0/94.3 hurdle%=0.603 USDC b/a=0.9995/1 age=7807 ok=0 depthUSD=9995000.0/46000.0 hurdle%=0.552 USDG b/a=0.99999/1.00001 age=70738 ok=0 depthUSD=9999900.0/10000100.0 hurdle%=0.504 XRP b/a=1.334/1.339 age=54 ok=1 depthUSD=5599.2/5608.8 hurdle%=0.879 UNI b/a=5.9662/5.977 age=54 ok=1 depthUSD=4219.6/4194.7 hurdle%=0.684 LTC b/a=51.96/52.2761 age=54 ok=1 depthUSD=3521.8/3560.5 hurdle%=1.113 HYPE b/a=79.027/79.399 age=41 ok=1 depthUSD=61242.0/61518.3 hurdle%=0.975 LINK b/a=11.48/11.5043 age=41 ok=1 depthUSD=13207.7/13235.0 hurdle%=0.715 fresh_quotes 8 /10 recipient BTC 598.50048115 mempool_net 0.0001045 tx_n 296 reserve BTC 3601.47203772 mempool_net 0.0 tx_n 590 recentpage 44 controlled 0 not_full_history=1 tip 4051903 age_s 51 t 1789083010 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

fund=crypto research only eligible=0 observed=2026-09-10T23:01:00.209017+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://blockstream.info/liquid/api/blocks BTC b/a=76813.1/76842.2 age=43 ok=1 depthUSD=76.4/76.9 hurdle%=0.540 ETH b/a=2443.907/2444.914 age=56 ok=1 depthUSD=81.5/80.8 hurdle%=0.543 SOL b/a=99.2156/99.33 age=118 ok=1 depthUSD=95.1/93.5 hurdle%=0.618 USDC b/a=0.9995/1 age=6007 ok=0 depthUSD=9995000.0/46000.0 hurdle%=0.552 USDG b/a=0.99999/1.00001 age=68938 ok=0 depthUSD=9999900.0/10000100.0 hurdle%=0.504 XRP b/a=1.3439564/1.345 age=87 ok=1 depthUSD=161.8/5599.2 hurdle%=0.580 UNI b/a=5.98511/5.998 age=51 ok=1 depthUSD=4181.2/4268.0 hurdle%=0.718 LTC b/a=52.212/52.522 age=117 ok=1 depthUSD=3569.2/3556.8 hurdle%=1.099 HYPE b/a=79.285/79.6938 age=59 ok=1 depthUSD=61485.5/61603.3 hurdle%=1.020 LINK b/a=11.51/11.53 age=94 ok=1 depthUSD=13375.1/13217.6 hurdle%=0.677 fresh_quotes 8 /10 recipient BTC 598.50048115 mempool_net 9.85e-05 tx_n 296 reserve BTC 3601.47203772 mempool_net 0.0 tx_n 590 recentpage 42 controlled 0 not_full_history=1 tip 4051873 age_s 50 t 1789081210 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

fund=supply 2026-09-10T23:00:19.157109+00:00 research only; eligible=0; URL map in job script Maersk OK c1c2759bea0f Typhoon OK aedd68feae0f Hapag OK 8ab284858970 SeaIntel OK 0eeef616fcf3 WH OK 1b8ce73b697a Bombardier CHALLENGE 0bc17d9d63c1 GD 2026-08-07 8-K 0001193125-26-340490/d129075d8k.htm | 2026-08-04 8-K 0001193125- CENTCOM ERROR HTTPError FRO OK 3aaf7244dc4a 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 f7316d1affda 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 c6034ead5d18 END 21/21 attempted; hash is not news; ACSA baseline Aug28 not live.

fund=crypto research only eligible=0 observed=2026-09-10T22:31:00.972189+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://blockstream.info/liquid/api/blocks BTC b/a=77044.17/77074.383 age=54 ok=1 depthUSD=76.4/76.6 hurdle%=0.541 ETH b/a=2453.14/2454.066 age=107 ok=1 depthUSD=82.2/82.2 hurdle%=0.540 SOL b/a=99.796/99.88 age=108 ok=1 depthUSD=94.0/283.7 hurdle%=0.586 USDC b/a=0.9995/1 age=4208 ok=0 depthUSD=9995000.0/46000.0 hurdle%=0.552 USDG b/a=0.99999/1.00001 age=67139 ok=0 depthUSD=9999900.0/10000100.0 hurdle%=0.504 XRP b/a=1.3498/1.355 age=107 ok=1 depthUSD=5677.6/5597.9 hurdle%=0.889 UNI b/a=6.02367/6.0333 age=78 ok=1 depthUSD=4280.3/4236.0 hurdle%=0.663 LTC b/a=52.379/52.693 age=179 ok=1 depthUSD=3526.9/3601.6 hurdle%=1.104 HYPE b/a=80.1/80.452 age=78 ok=1 depthUSD=61964.6/61899.8 hurdle%=0.944 LINK b/a=11.599/11.6229 age=107 ok=1 depthUSD=13399.2/13479.1 hurdle%=0.709 fresh_quotes 8 /10 recipient BTC 598.50048115 mempool_net 7.012e-05 tx_n 296 reserve BTC 3601.47203772 mempool_net 0.0 tx_n 590 recentpage 35 controlled 0 not_full_history=1 tip 4051843 age_s 51 t 1789079410 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

{"utc":"2026-09-10T22:30:27.111653+00:00","seen":74,"pages":2,"more":false,"matches":5,"omitted":1,"items":[{"t":"2026-09-10T22:26:44Z","s":["CPRT"],"h":"Copart Reports Q4 2026 Results: Full Earnings Call Transcript","u":"https://www.benzinga.com/news/26/09/61730119/copart-reports-q4-2026-results-full-earnings-call-transcript"},{"t":"2026-09-10T22:10:12Z","s":["ADBE"],"h":"Adobe Reports Q3 2026 Results: Full Earnings Call Transcript","u":"https://www.benzinga.com/news/26/09/61730024/adobe-reports-q3-2026-results-full-earnings-call-transcript"},{"t":"2026-09-10T22:03:14Z","s":["ORCL"],"h":"Oracle Reports Q1 2027 Results: Full Earnings Call Transcript","u":"https://www.benzinga.com/news/26/09/61729962/oracle-reports-q1-2027-results-full-earnings-call-transcript"},{"t":"2026-09-10T21:54:07Z","s":["LPTH"],"h":"LightPath Technologies Reports Q4 2026 Results: Full Earnings Call Transcript","u":"https://www.benzinga.com/news/26/09/61729916/lightpath-technologies-reports-q4-2026-results-full-earnings-call-transcript"}],"coverage":"5h bounded news discovery; issuer verification required; no orders"}

fund=crypto research only eligible=0 observed=2026-09-10T22:30:20.469462+00:00 source=https://www.okx.com/api/v5/public/time offset_s=0.096 uncertainty_s=0.0965 source=https://www.okx.com/api/v5/public/funding-rate ; https://www.okx.com/api/v5/public/open-interest {"s":"BTC","ts":["1789079353583","1789079421144"],"age":[67.7,0.1],"fresh":true,"funding_bp":1.0,"settled_bp":0.9658,"oi_coin":29261.342} {"s":"ETH","ts":["1789079353629","1789079421145"],"age":[67.6,0.1],"fresh":true,"funding_bp":0.1264,"settled_bp":-0.6047,"oi_coin":595388.909} {"s":"SOL","ts":["1789079354577","1789079421137"],"age":[66.7,0.1],"fresh":true,"funding_bp":0.0455,"settled_bp":-0.3151,"oi_coin":2693489.86} 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":1788998400,"circulating":74386006033.1783,"Ethereum":[1788998400,47146319984.45],"Solana":[1788998400,7103929420.46],"Hyperliquid L1":[1788998400,6887999675.1]} END crypto collection; definitions/cutoffs differ; flow is not buying; eligible=0

{"fund": "quant", "utc": "2026-09-10T22:30:21.442145+00:00", "no_orders": true} {"s":"AVAV","status":200,"matches":1,"sha":"701acbd7ad08","first":[["AeroVironment Announces Fiscal 2027 First Quarter Results","https://investor.avinc.com/news-releases/news-release-details/aerovironment-announces-fiscal-2027-first-quarter-results"]]} {"s":"FTK","status":200,"matches":4,"sha":"bbdd0666457a","first":[["Lake Street Investor Presentation","https://ir.flotekind.com/image/Lake-Street-Investor-Presentation.pdf"]]} {"s":"LOVE","status":200,"matches":3,"sha":"ab7020afb5ec","first":[["The Lovesac Company Reports Second Quarter Fiscal 2027 Financial Results","https://investor.lovesac.com/news-events/press-releases/detail/167/the-lovesac-company-reports-second-quarter-fiscal-2027"]]} {"fund": "quant", "complete": true, "panels": 3, "coverage": "bounded keyword links; changed hash requires original reading; no absence proof", "END": true}

fund=crypto research only eligible=0 observed=2026-09-10T22:01:00.300165+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://blockstream.info/liquid/api/blocks BTC b/a=77066/77096.83 age=41 ok=1 depthUSD=30.0/76.9 hurdle%=0.542 ETH b/a=2457.9/2458.395 age=48 ok=1 depthUSD=82.4/81.2 hurdle%=0.522 SOL b/a=99.7092/99.771 age=49 ok=1 depthUSD=94.1/95.1 hurdle%=0.564 USDC b/a=0.9995/1 age=2407 ok=0 depthUSD=9995000.0/46000.0 hurdle%=0.552 USDG b/a=0.99999/1.00001 age=65338 ok=0 depthUSD=9999900.0/10000100.0 hurdle%=0.504 XRP b/a=1.3486513/1.352 age=41 ok=1 depthUSD=136.4/5611.2 hurdle%=0.751 UNI b/a=5.9919/6.004 age=43 ok=1 depthUSD=4249.5/4198.0 hurdle%=0.705 LTC b/a=52.18/52.5077 age=45 ok=1 depthUSD=3557.2/3566.1 hurdle%=1.133 HYPE b/a=79.952/80.331 age=40 ok=1 depthUSD=61171.3/61854.5 hurdle%=0.978 LINK b/a=11.56/11.58 age=43 ok=1 depthUSD=13425.8/13355.1 hurdle%=0.676 fresh_quotes 8 /10 recipient BTC 598.50048115 mempool_net 5.92e-05 tx_n 296 reserve BTC 3601.47203772 mempool_net 0.0 tx_n 590 recentpage 33 controlled 0 not_full_history=1 tip 4051813 age_s 50 t 1789077610 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

CONVEX research only; delayed trade bars, not executable quotes; START 2026-09-10T22:00:20.653580+00:00 {"dataset": "stock-bars", "status": 200, "cutoff": "2026-09-10T21:40:20.653580+00:00", "next_page": false, "bars": {"HAIN": [{"c": 0.6418, "h": 0.693, "l": 0.6418, "n": 3419, "o": 0.668, "t": "2026-09-09T04:00:00Z", "v": 568077, "vw": 0.663276}, {"c": 0.6395, "h": 0.676, "l": 0.6273, "n": 2986, "o": 0.6542, "t": "2026-09-10T04:00:00Z", "v": 489968, "vw": 0.64553}], "HITI": [{"c": 2.57, "h": 2.68, "l": 2.57, "n": 2069, "o": 2.67, "t": "2026-09-09T04:00:00Z", "v": 427538, "vw": 2.593907}, {"c": 2.56, "h": 2.605, "l": 2.545, "n": 1665, "o": 2.57, "t": "2026-09-10T04:00:00Z", "v": 438918, "vw": 2.566222}], "ZUMZ": [{"c": 17.55, "h": 17.86, "l": 17.45, "n": 5094, "o": 17.64, "t": "2026-09-09T04:00:00Z", "v": 157728, "vw": 17.649194}, {"c": 16.71, "h": 17.515, "l": 16.37, "n": 8042, "o": 17.48, "t": "2026-09-10T04:00:00Z", "v": 427469, "vw": 16.798476}], "EPM": [{"c": 3.69, "h": 3.75, "l": 3.63, "n": 3345, "o": 3.75, "t": "2026-09-09T04:00:00Z", "v": 296055, "vw": 3.679172}, {"c": 3.84, "h": 3.87, "l": 3.675, "n": 4255, "o": 3.73, "t": "2026-09-10T04:00:00Z", "v": 547038, "vw": 3.791406}]}} {"dataset": "option-bars", "status": 200, "cutoff": "2026-09-10T21:40:20.653580+00:00", "next_page": false, "bars": {"HITI261016C00002500": [{"c": 0.34, "h": 0.35, "l": 0.3, "n": 9, "o": 0.3, "t": "2026-09-08T04:00:00Z", "v": 131, "vw": 0.334962}, {"c": 0.31, "h": 0.34, "l": 0.25, "n": 11, "o": 0.34, "t": "2026-09-09T04:00:00Z", "v": 121, "vw": 0.255702}], "HITI261016P00002500": [{"c": 0.18, "h": 0.2, "l": 0.18, "n": 6, "o": 0.2, "t": "2026-09-09T04:00:00Z", "v": 110, "vw": 0.190909}, {"c": 0.16, "h": 0.2, "l": 0.16, "n": 5, "o": 0.2, "t": "2026-09-10T04:00:00Z", "v": 90, "vw": 0.164444}]}} END 2026-09-10T22:00:21.201598+00:00

fund=crypto research only eligible=0 observed=2026-09-10T21:46:00.336670+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://blockstream.info/liquid/api/blocks BTC b/a=77123.511/77140.01 age=53 ok=1 depthUSD=76.4/76.8 hurdle%=0.523 ETH b/a=2457.729/2458.4 age=150 ok=1 depthUSD=82.2/82.0 hurdle%=0.529 SOL b/a=99.82/99.886 age=155 ok=1 depthUSD=95.0/95.7 hurdle%=0.568 USDC b/a=0.9995/1 age=1507 ok=0 depthUSD=9995000.0/46000.0 hurdle%=0.552 USDG b/a=0.99999/1.00001 age=64438 ok=0 depthUSD=9999900.0/10000100.0 hurdle%=0.504 XRP b/a=1.3496/1.35548 age=173 ok=1 depthUSD=5595.4/5612.9 hurdle%=0.940 UNI b/a=6.022/6.03514 age=54 ok=1 depthUSD=4254.5/4276.6 hurdle%=0.721 LTC b/a=52.149/52.449 age=255 ok=1 depthUSD=3557.4/3525.6 hurdle%=1.080 HYPE b/a=80.1/80.4928 age=95 ok=1 depthUSD=62404.8/61825.7 hurdle%=0.995 LINK b/a=11.57/11.594 age=56 ok=1 depthUSD=13472.1/13454.1 hurdle%=0.710 fresh_quotes 8 /10 recipient BTC 598.50045115 mempool_net 7.92e-05 tx_n 293 reserve BTC 3601.47203772 mempool_net 0.0 tx_n 590 recentpage 36 controlled 0 not_full_history=1 tip 4051798 age_s 50 t 1789076710 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

fund=supply 2026-09-10T21:45:19.267016+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 75b567f00972 GD 2026-08-07 8-K 0001193125-26-340490/d129075d8k.htm | 2026-08-04 8-K 0001193125- CENTCOM ERROR HTTPError FRO OK 3aaf7244dc4a 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 f7316d1affda 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 c6034ead5d18 END 21/21 attempted; hash is not news; ACSA baseline Aug28 not live.

fund=catalyst research only,size0 UTC=2026-09-10T21:30:19.700975+00:00 HITI SEC 2026-08-31 https://www.sec.gov/Archives/edgar/data/1847409/000127956926000838/hightide6k.htm BFRI SEC 2026-08-13 https://www.sec.gov/Archives/edgar/data/1858685/000149315226037610/form8-k.htm PLAY Tue, 01 Sep 2026 09:15:00 -0400 Dave & Buster’s Entertainment, Inc. to Report Second Qu https://ir.daveandbusters.com/news-releases/news-release-details/dave-busters-entertainment-inc-report-second-quarter-2026 STATIC chosen UTC reviews,not guaranteed release/delivery: TSM Sep10 06; DATA.L Sep14 12:30; ET.TO Sep15 12:30; GIS Sep23 13; NKE Oct2 12:30. Original primaryURLs in note titled 02UTC collector30 preservation manifest; dates require revalidation. NEW: CAN Sep8 12:30 after beforeopen results/08ETcall; PLAY Sep15 12:30 after Sep14afterclose/17ETcall; ABVX Sep21 20UTC chosen dateonly check; EGTX.ST Sep25 12:30 beforeSep28PDUFA; 4431.T Sep14 08UTC afterapprox16JSTresults. Full primaryURLs in same manifest. All branches: improved organic cash/credibleclinical evidence -> record prospectively,require independent costed edge; adverse/delayed/absent -> staycash/reverify. No automaticorders. PLAY T4train-13.15%,holdoutN6+6.88%CI[-4.48,7.25]% rejected. EGTXearlydecision possible,notboundedbystop. END 2SEC+1RSS,10staticreviews; not exhaustive,notarmedmonitors. EGTX MFN count=48 hash=85e339a790c3 latest=https://mfn.se/a/egetis-therapeutics/emcitate-r-tiratricol-presentations-at-eta-and-espe-congresses-in-september-2026 EGTX chosen reviews Sep11 13:50UTC/Sep16 19:40UTC conferences; Sep25 12:30 beforeSep28FDA. New label/PRV/cash -> record/validate; adverse/delay -> cash/reverify. PRV50%net,edge0. Static reminders,not armed.

fund=catalyst RESEARCH ONLY size=0 UTC=2026-09-10T21:30:19.386077+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=2026-09-10T21:16:01.590800+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://blockstream.info/liquid/api/blocks BTC b/a=77204.02/77218.086 age=43 ok=1 depthUSD=76.5/77.8 hurdle%=0.520 ETH b/a=2459.262/2460.21 age=74 ok=1 depthUSD=82.5/82.5 hurdle%=0.541 SOL b/a=99.9219/100.04 age=73 ok=1 depthUSD=94.8/94.5 hurdle%=0.621 USDC b/a=0.9995/1.00001 age=3730 ok=0 depthUSD=9995000.0/10000100.0 hurdle%=0.553 USDG b/a=0.99999/1.00001 age=62639 ok=0 depthUSD=9999900.0/10000100.0 hurdle%=0.504 XRP b/a=1.35192/1.35725 age=43 ok=1 depthUSD=5582.2/5657.5 hurdle%=0.898 UNI b/a=6.04287/6.05372 age=43 ok=1 depthUSD=4282.5/4250.7 hurdle%=0.682 LTC b/a=52.24/52.54 age=43 ok=1 depthUSD=3544.5/3566.8 hurdle%=1.079 HYPE b/a=80.2514/80.66 age=43 ok=1 depthUSD=61891.5/62302.6 hurdle%=1.014 LINK b/a=11.574/11.5973 age=42 ok=1 depthUSD=13306.2/13338.1 hurdle%=0.704 fresh_quotes 8 /10 recipient BTC 598.50044115 mempool_net 5.62e-05 tx_n 292 reserve BTC 3601.47203772 mempool_net 0.0 tx_n 590 recentpage 32 controlled 0 not_full_history=1 tip 4051768 age_s 52 t 1789074910 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

fund=crypto research only eligible=0 observed=2026-09-10T21:15:21.647306+00:00 source=https://www.okx.com/api/v5/public/time offset_s=0.087 uncertainty_s=0.1617 source=https://www.okx.com/api/v5/public/funding-rate ; https://www.okx.com/api/v5/public/open-interest {"s":"BTC","ts":["1789074901670","1789074922658"],"age":[21.1,0.2],"fresh":true,"funding_bp":1.0,"settled_bp":0.9658,"oi_coin":29194.956} {"s":"ETH","ts":["1789074901741","1789074922661"],"age":[21.1,0.1],"fresh":true,"funding_bp":-0.1435,"settled_bp":-0.6047,"oi_coin":597774.674} {"s":"SOL","ts":["1789074903712","1789074922650"],"age":[19.1,0.2],"fresh":true,"funding_bp":-0.0301,"settled_bp":-0.3151,"oi_coin":2697253.41} 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":1788998400,"circulating":74386006033.1783,"Ethereum":[1788998400,47146319984.45],"Solana":[1788998400,7103929420.46],"Hyperliquid L1":[1788998400,6887999675.1]} END crypto collection; definitions/cutoffs differ; flow is not buying; eligible=0

{"fund": "quant", "utc": "2026-09-10T21:15:23.021737+00:00", "no_orders": true} {"s":"AVAV","status":200,"matches":1,"sha":"701acbd7ad08","first":[["AeroVironment Announces Fiscal 2027 First Quarter Results","https://investor.avinc.com/news-releases/news-release-details/aerovironment-announces-fiscal-2027-first-quarter-results"]]} {"s":"FTK","status":200,"matches":4,"sha":"bbdd0666457a","first":[["Lake Street Investor Presentation","https://ir.flotekind.com/image/Lake-Street-Investor-Presentation.pdf"]]} {"s":"LOVE","status":200,"matches":3,"sha":"ab7020afb5ec","first":[["The Lovesac Company Reports Second Quarter Fiscal 2027 Financial Results","https://investor.lovesac.com/news-events/press-releases/detail/167/the-lovesac-company-reports-second-quarter-fiscal-2027"]]} {"fund": "quant", "complete": true, "panels": 3, "coverage": "bounded keyword links; changed hash requires original reading; no absence proof", "END": true}