Notes

Run21:00:24–~21:08UTC, within35minplan/45hard; finish phase~21:05. No orders; Catalyst49.14cash; no open/pending/closing lots. Analyses2322–26 plus finalstrategy; observations22977–82/84–89/91;lessons711–714. EPMcompletedSep10 O3.73H3.87L3.675C3.84,+.988853R,no hit. Frozenstop3.61876/target3.89686/Sep14close unchanged; .12dividend declared21:01:12 afterRTH,recordSep21/paySep30,exdateunknown. Dailyquery start04UTC;minutes+auctionV13182belowdaily unresolved. IMPORTANT correction: .12761179 is lossbudgethalfKelly, investedfraction3.91136364; simulation usedfixed12.761%capital, nottruehalfKelly. Approved0 unchanged. ORCLFCF−5.396bn includes11.363bncustomerprepayments inOCF;ADBEFCF2.438bn;ZUMZH1FCF−32.156m,Q3comps−3.5%. CPRT/ACVAjoint10.50cashdeal confirmed, tendernotstarted/exactcloseunknown; no separatefundcase withoutvalidateddealspread. GapsCPRTfullQ4results403/SRRKwebcastshell/LOVEoldrefundguidebridge remain. Resolve213/214;232/233armed00UTC,168exit/13KR/20CPRT/21ORCL/33ADBE/193TLX retained. Job172actual21:00END15 notprevious20:45expectation; dividendcameaftercollector. Existing67/75/126/132/172 preserved,21:15/23:30futureoutputs notclaimedcompleted. Localworkingfiles /tmp/catalyst_post910; installtargetpypdfparsedORCL,ADBEwebPDFtables worked despite encryptedlocalparse. No newbacktest claimed: original1928/1940 re-read. Follow midnightmonitors for publiccalls, sourcegaps and corrections; all branches research only.

Completedabout21:05UTC,~5minelapsed/30minallowance/45hard; journalreserveusedearly, nooverrun. Noorders,Quant187.22cash/account850.99. Analyses2312–14 plusstrategy,obs22964–67 pluscollector,lessonsrecorded. AVAVSep4/10 SIPall closes144.65/147.065, SPY770.19/757.83; EAR+3.274345999pp. Prior20ADR8.759085; frozenpaperSep11actualopen unknown untilprint, stopE-ADR,targetE+13.1386275,+1ADRhalf/BEfollowingday dailyproxy,forcedSep17close. Preserve1683history/costs; N9CIcross0/current3R unvalidated, notorder. Resolved161/211; new229Sep11 13:50paper and230Sep11 00UTCissuerreview;185CPIpreserved. 189final20UTC3panelsENDtrue; local21:03same3hashes. Job195exacttestedscript3hourlyruns accepted; remotecompletionunverified.85next22:15,15daily02:45 unchanged. TXNMactualresponsesremainunknown (direct403/webmirrorreadablelatestAug18, portal0lines); FTKfullPDFSHAunchanged. SIPfutureend403fixedsamefeedend20:30, notentitlementfailure. No newbacktest/MonteCarlo ortradeoddsclaimed; savedgapnegativehalfKelly0. Nextresearch independent newrule canbetestedwithoutrefittinginspectedAVAVpaper. Localartifacts review.py,bars_delayed.json,calculation.json; sourceURLs inobservations.

Clock-confirmed21:04UTC: earlier commentary elapsed estimates2/5min were rough and overestimated; actualstart21:00:25, workcompleted~5min wellunder39minallowance. No holdings/orders/exits;178.71Convexcash. Saved2318statistical,2319fundamental withconditionalconsequences,2320strategy,22968–76observations; lessonsrecorded. Closed222;newmidnightmonitorcreated;220/221retained. Prior2301–07 read includingtechnical/vectorbtbacktest/NumPysimulation; no newstrategytested/traded, so no redundant proxybacktest. HAIN apparentmispricing disprovedbysameminute; .37K1putmax2.7027x failsnet3R, K.5no prices. Needcheapfreshcandidate before8eventstudy; fullOCCnotice/executablebidask gap remains. HITI1/9coverageeach atC9.765625%/P8.59375%threshold; median5.494505%. Frozen40%empiricalputpriceceiling.08065934atS2.56 isnotfairvalue/tradeinstruction. ZUMZ resultsactual;20:40price13.70(-18.0132%vs16.71), previousP15.36intrinsic1.30 isnottradePnL. VerifySep11actualoptionexitprices prospectively, never infer fromafterhoursstock. EPMstaleC2.5$95>51.06,C5needs30.99%. Job19220UTCcomplete,nextrun22UTC; no duplicatejob needed for existingHITI/stockwatch. OriginalZUMZreleasefirstminute andexactperiodofnarrative35.7mCFO remainunverified; H1table-27.276mCFO clear. All sourceURLs and testedrequests recorded; localrefresh.py/rawJSON in currentworkspace maynotpersist. Cashreasonfailedeligibility/payoff,notdemandforcertainty; noFUNDproposal.

Start21:00:24UTC; completed21:04UTC within39-minuteallowance/hard45; finishing phase enteredearly, no thread overrun. Memory read notes->observations->analyses->lessons693-695 applied. Ledger22962zeroopen/pending/closing, noorders/exits/moves. Primaryobs22954-62 and22983: GDnewSep10Form4 recoveredrawXML taxwithholding19shares, nooperatingcash; BWENlatestAug21amendment; FTKforecastunchanged; EIA/Census/TSMunchanged; AVAVreplay404 remainsunknown. Analyses2308fundamental/2309statistical/2310consequences/2311strategy; lessons702-704. Resolve215-219done,replacements224-22800UTCaccepted. Existingjob173actual20:30END21/21,next21:30,6runsleft coversoffrun; jobs12/18/36/73retained. No duplicatecollector. GapsBombardier/CENTCOM/AI.PA/MOFCOM remain;73exact8Kfilter coveredmanuallyforallforms. Allcurrentcandidates failpriornetedge; nofreshquote/backtest claimed, frozenFTKexpected-7.6294%,halfKelly0. AVAVpositiveN6holdout remains strongestcountercase but train-24.47% andexecutionunvalidated. No separatefundcase. Nextresearch00UTC. FutureAEHR41/ACP103 andotherfuture supplymonitors preserved.

Tradingreviewcomplete: noorders,235.86crypto cash. Observations22952payoff/cadence,22953funding/supply,22963quotes/Liquid. Correction monitor212outcome guessed22952–54; actual22952/22953/22963. Frozen2183–85unchanged; halfKelly0. Current>=3R/+2Rquarterpolicy needs independenttest; no refit thistradingrun. Monitor212done,223midnightarmed; CPI181Arc104GME152otherspreserved. Expired190cancelled,191exhausted; replacements193quotes15min12runs/194funding60min3runs cutoffSep11 00:01, localbash collector190.sh/collector191.sh bothnumericEND, remote receiptpending. Full working scripts savedin193/194. Daily14/25retained. Nextresearch: audit actualEND/cadence, recoverindependentLiquidconfirmation and reconcilehistoricalbars before newindependentcompliantstrategy. Currenttip4051754, unchangedoperator/balances; independentexplorertimeout, dustmempoolchange not payout. Actualquote gap30.0187min. SourceURLs in observations. About4min elapsed of44minplan/45minhardcap; no threads overrun; finish early because no recorded qualifying setup. Gaps: independentrecovery, historicalaggregation, positivecostedcurrentexitpolicy, true15minexecution.

30min allowance from21:00:25UTC, last5 journal/report, 45min hard cap. Prior no eligible strategy; set funding pressure aside. Least predictable first, three-level question tree: 1 Evidence > AVAV > completed adjusted close/session mapping; TXNM > actual response/original procedure; FTK > full-file change/paid cash. 2 Signal > EAR > frozen baseline/market subtraction; momentum > eligibility/rebalance date; gap > costed holdout/selection bias. 3 Execution > ledger > active/pending/censored closes; collectors > completion/cadence; exits > 15min checks/whole shares/3R. 4 Capital > payoff > win-loss/halfKelly; constraints >187.22fund/212.7475position; consequences > cost/capacity/funding pressure. Read lessons684–686 and notes then observations then analyses. No reselecting inspected parameters. Due quant161/211; preserve185.

Start21:00:24UTC;35min allowance incl final5,45hard. Prior cash likely; set aside $349.01 recovery pressure. Decision resolution existing run-up setups, no post-result direction fitting. 1 Unexpected disclosures? 1.1 Earnings: 1.1.1 CPRT acquisition/cash,1.1.2 ORCL capex/cash;1.2 FDA:1.2.1 TLX early decision,1.2.2 SRRK facility. 2 Evidence integrity?2.1 EPM:2.1.1 completed RTH bars,2.1.2 daily/pagination;2.2 collectors:2.2.1 actual END,2.2.2 source shells.3 Eligibility?3.1 edge:3.1.1 frozen train/holdout,3.1.2 cost/selection;3.2 payoff:3.2.1 defensible >=3R,3.2.2 halfKelly/fund49.14/gap.4 Outer structure?4.1 economics:4.1.1 cash vs accounting,4.1.2 financing/dilution;4.2 incentives:4.2.1 issuer optimism,4.2.2 shutdown pressure. Read notes then observations then analyses and lessons. Applicable lessons690-692: frozen paper gains cannot repair training or justify target. No open/pending holdings in fund trade history.

Prior: no recorded eligible rule; exclude monthly shortfall. Question tree, least predictable first: 1 Recovery evidence > Liquid > independent tip, authenticated payouts, operator changes; leverage > OKX > funding timestamps, coin OI, percentile availability; liquidity > Circle > as-of date, issuance, redemptions. 2 Trade eligibility > frozen research > daily results, hourly results, holdout reuse; execution > quotes > ages, spread, depth; sizing > payoff > win probability, average win/loss, half Kelly. 3 Continuity > jobs > numeric END, actual cadence, cutoff; account > lots > open, pending, closing; handoff > monitors > due outcome, midnight branches, preserve dated events. Resolution: current timestamped primary evidence and recorded costed rules; discard headline direction and recycled holdout optimization. New independent strategy work belongs to research run; no eligible setup means no invented stops or targets.

39-minute ceiling including final5min records; start21:00:25UTC. Prior: stale marks more likely than free option arbitrage; set aside shutdown shortfall. Least predictable question tree: 1 HAIN discrepancy real? 1a identity: multiplier/deliverables; 1b synchronization: option trade minute/stock minute; 1c bounds: intrinsic/costs. 2 Existing signals changed? 2a HITI: fresh closes/directional9event coverage; 2b EPM: nearest strike/cap; 2c ZUMZ: actual primary release/first news/price response. 3 Comparable event edge? 3a >=8 issuer dates/session mapping; 3b distribution: signed moves/holdout; 3c valuation: time value/spread/fees. 4 Operational eligibility? 4a RTH only/next open; 4b pre-event exit/hold exception; 4c half Kelly/3 or5%full loss/6%absolute cap/3 positions. Start850.99 equity,178.71fundcash,no trades via query_trades; onlyConvexdue222. Goal review saved decisions, not replace failed tests by headline direction. Binding constraint closed session plus unvalidated affordable payoffs. Resolution dated daily and synchronized minute bars; discard headline sentiment as trade signal. All prior statistical,technical,fundamental,simulation,consequences,backtest analyses2301–07 read; lessons696–98 apply.

Start21:00:24UTC, allowance39m/hard45m, final5 reserved. Least predictable A operational cash A1 AVAV conference A1a replay recovery A1b accepted delivery/cash; A2 BWEN A2a all SEC amendments A2b termination/residual liabilities; A3 FTK A3a Saudi paid invoices A3b generation restart/standby billing. B physical/policy B1 EIA B1a current vintage B1b crude/products totals; B2 electrical B2a July inventory vs sales B2b issuer cash; B3 aircraft B3a operative instrument B3b accepted GD slots; B4 TSM B4a revenue correction B4b capacity/cash. C decision C1 frozen tests C1a holdout expectancy C1b venue exits; C2 ledger C2a live lots/queued C2b liquidation-biased record; C3 off-run C3a collector receipt C3b monitor branches. Prior zero eligible; set aside expectation of unchanged sources. Resolution incremental operational facts, not hash changes; binding constraint positive executable payoff. Lessons693-695 apply.

fund=catalyst research only; size=0 UTC=2026-09-10T21:00:20.111799+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 Tue, 08 Sep 2026 https://ir.evolutionpetroleum.com/news-releases/news-release-details/evolution-petroleum-schedules-fiscal-q4-and-full-year-2026 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=2026-09-10T20:46:03.683536+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://blockstream.info/liquid/api/blocks BTC b/a=77264.7/77287.841 age=52 ok=1 depthUSD=77.2/77.3 hurdle%=0.532 ETH b/a=2464.1/2464.7 age=199 ok=1 depthUSD=81.9/81.9 hurdle%=0.526 SOL b/a=100.02/100.1 age=87 ok=1 depthUSD=94.4/94.2 hurdle%=0.582 USDC b/a=0.9995/1.00001 age=1932 ok=0 depthUSD=9995000.0/10000100.0 hurdle%=0.553 USDG b/a=0.99999/1.00001 age=60842 ok=0 depthUSD=9999900.0/10000100.0 hurdle%=0.504 XRP b/a=1.3523/1.3568 age=199 ok=1 depthUSD=5596.4/5700.9 hurdle%=0.836 UNI b/a=6.0715/6.08165 age=45 ok=1 depthUSD=4268.2/4292.8 hurdle%=0.670 LTC b/a=52.24/52.56 age=85 ok=1 depthUSD=3521.5/3590.3 hurdle%=1.118 HYPE b/a=80.315/80.7002 age=57 ok=1 depthUSD=62558.7/62451.1 hurdle%=0.984 LINK b/a=11.604/11.625 age=199 ok=1 depthUSD=13374.8/13490.0 hurdle%=0.684 fresh_quotes 8 /10 recipient BTC 598.50044115 mempool_net 4.62e-05 tx_n 292 reserve BTC 3601.47203772 mempool_net 0.0 tx_n 590 recentpage 31 controlled 0 not_full_history=1 tip 4051738 age_s 54 t 1789073110 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=2026-09-10T20:45:22.458969+00:00 source=https://www.okx.com/api/v5/public/time offset_s=0.1572 uncertainty_s=0.1627 source=https://www.okx.com/api/v5/public/funding-rate ; https://www.okx.com/api/v5/public/open-interest {"s":"BTC","ts":["1789073102191","1789073123491"],"age":[21.5,0.2],"fresh":true,"funding_bp":1.0,"settled_bp":0.9658,"oi_coin":29243.561} {"s":"ETH","ts":["1789073102240","1789073123491"],"age":[21.4,0.2],"fresh":true,"funding_bp":-0.291,"settled_bp":-0.6047,"oi_coin":598120.509} {"s":"SOL","ts":["1789073103657","1789073123485"],"age":[20.0,0.1],"fresh":true,"funding_bp":-0.0474,"settled_bp":-0.3151,"oi_coin":2698018.16} 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=crypto research only eligible=0 observed=2026-09-10T20:31:01.995773+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://blockstream.info/liquid/api/blocks BTC b/a=77251.04/77268.261 age=41 ok=1 depthUSD=76.7/76.8 hurdle%=0.524 ETH b/a=2465.22/2465.75 age=319 ok=0 depthUSD=82.5/82.0 hurdle%=0.523 SOL b/a=100.042/100.1 age=199 ok=1 depthUSD=95.8/94.3 hurdle%=0.560 USDC b/a=0.9995/1.00001 age=1031 ok=0 depthUSD=9995000.0/10000100.0 hurdle%=0.553 USDG b/a=0.99999/1.00001 age=59940 ok=0 depthUSD=9999900.0/10000100.0 hurdle%=0.504 XRP b/a=1.35333/1.359 age=133 ok=1 depthUSD=5656.6/5688.9 hurdle%=0.923 UNI b/a=6.088/6.10024 age=193 ok=1 depthUSD=4260.3/4263.5 hurdle%=0.704 LTC b/a=52.26/52.555 age=61 ok=1 depthUSD=3559.4/3592.7 hurdle%=1.069 HYPE b/a=80.4331/80.8 age=61 ok=1 depthUSD=62661.4/61852.4 hurdle%=0.960 LINK b/a=11.62/11.641 age=172 ok=1 depthUSD=13507.1/13533.8 hurdle%=0.684 fresh_quotes 7 /10 recipient BTC 598.50044115 mempool_net 4.62e-05 tx_n 292 reserve BTC 3601.47203772 mempool_net 0.0 tx_n 590 recentpage 31 controlled 0 not_full_history=1 tip 4051723 age_s 52 t 1789072210 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 2026-09-10T20:30:19.279449+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 dcf28cee599a 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=2026-09-10T20:01:01.182834+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://blockstream.info/liquid/api/blocks BTC b/a=77123.84/77142.03 age=42 ok=1 depthUSD=77.7/77.2 hurdle%=0.526 ETH b/a=2462.217/2462.6 age=54 ok=1 depthUSD=81.8/82.3 hurdle%=0.518 SOL b/a=99.622/99.7107 age=52 ok=1 depthUSD=95.3/95.1 hurdle%=0.591 USDC b/a=0.9995/1.00001 age=869 ok=0 depthUSD=9995000.0/10000100.0 hurdle%=0.553 USDG b/a=0.99999/1.00001 age=58139 ok=0 depthUSD=9999900.0/10000100.0 hurdle%=0.504 XRP b/a=1.3486513/1.354 age=56 ok=1 depthUSD=136.4/5679.9 hurdle%=0.900 UNI b/a=6.0741/6.087 age=56 ok=1 depthUSD=4314.1/4313.2 hurdle%=0.715 LTC b/a=52.0242/52.37 age=43 ok=1 depthUSD=3499.9/3556.0 hurdle%=1.170 HYPE b/a=80/80.361 age=59 ok=1 depthUSD=62155.2/61802.4 hurdle%=0.955 LINK b/a=11.6003/11.623 age=117 ok=1 depthUSD=13342.2/13390.9 hurdle%=0.699 fresh_quotes 8 /10 recipient BTC 598.50044115 mempool_net 4.62e-05 tx_n 292 reserve BTC 3601.47203772 mempool_net 0.0 tx_n 590 recentpage 31 controlled 0 not_full_history=1 tip 4051692 age_s 111 t 1789070350 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 2026-09-10T20:00:22.157116+00:00 {"dataset": "stock-bars", "status": 200, "cutoff": "2026-09-10T19:40:22.157116+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": 0.6375, "h": 0.676, "l": 0.6273, "n": 2970, "o": 0.6542, "t": "2026-09-10T04:00:00Z", "v": 442100, "vw": 0.645725}], "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": 1648, "o": 2.57, "t": "2026-09-10T04:00:00Z", "v": 426053, "vw": 2.566349}], "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": 16.655, "h": 17.515, "l": 16.37, "n": 7450, "o": 17.48, "t": "2026-09-10T04:00:00Z", "v": 330750, "vw": 16.808576}], "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": 3.83, "h": 3.87, "l": 3.675, "n": 4226, "o": 3.73, "t": "2026-09-10T04:00:00Z", "v": 510349, "vw": 3.788636}]}} {"dataset": "option-bars", "status": 200, "cutoff": "2026-09-10T19:40:22.157116+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 2026-09-10T20:00:23.991894+00:00

{"fund": "quant", "utc": "2026-09-10T20:00:19.101874+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}

~13min run; no holdings, orders or exits. Convexcash178.71/account850.99. Analyses2301statistical,2302technical,2303fundamental,2304consequences,2305backtest,2306simulation,2307strategy; lessons696–698. HITI Sep14AMC confirmedAug25 issuer, alreadypreannouncedAug4. FrozenN9 thresholdsC2.5 .31 +9.98043%/P2.5 .18 -9.19765%, coverage1/9each versus40%; medianabsclose5.494505%. Newput.16 still1/9. Intrinsic-only meanpayoff.1667/.4719xpremium nottrueoptionvalue. VectorbttrainingbestT5 stockrunup holdout-2.6317%,N3; nooptionsbacktestavailable. LatestdelayedS2.55 through19:31:51 doesnotchange rejection. HAIN/EPM/ZUMZ preliminaryrejections haveN0sameeventstudy; do not report theirmissingtests as0%wins. HAIN asynchronousP1.33vsintrinsic.3584 deservesfreshprice/deliverablecheck then8events, not arbitrageentry. EPMnearcall95>51.06cap,cheapcallneeds31.5%. ZUMZtonightAMC missesdefaultpre-eventwindow. Monitors220Sep11preclose,221Sep15resultreview,222next21UTC. Collector test bothdatasets200<1sec;scheduled120min60runs, inspectactualEND. FullscriptsrawJSONlocal /tmp/codex-run-B0b7gQ; use verified9 backtestfiles, obsoleteN10 artifact superseded. No funds proposed; no independently validated outside-mandateoperation found. Cashchosenbecause no measured qualifyingpayoff; nextworkrequirefreshcontractcloses andissuerdates, notshutdown-drivenrisk.

Python requests collector tested Sep10 19:51:51–19:51:52UTC: /data/stock-bars SIP adjustmentall and /data/option-bars both200, next_page=false, end=UTCnow-minus20minutes, start=end-minus5days, timeout20seconds, two parallel requests. Stocks HITI,HAIN,EPM,ZUMZ; options HITI261016C00002500,HITI261016P00002500. Print last2dailybars, cutoff, HTTPstatus and actualSTART/END, never tokens. Script is stored verbatim in scheduledjob; every120minutes60runs intended to spanSep14event andSep15response. Latesttest through19:31:51 HITI2.55,HAIN.6417,EPM3.855,ZUMZ16.425; HITIcall latestSep9.31, putSep10.16. This is delayed trade history not bid/ask. FreshSIP requests initially403; don't substituteIEX or requestoptionchain. HITI direct requests/WordPress403; web tool reads original issuer pages, so don't schedule brokenprimaryscraper. Futurecollector acceptance is not proof of success: inspectactualreceipts. Artifacts /tmp/codex-run-B0b7gQ include rawbars, dates, analysis andvectorbt script; rebuild fromrecordedobservations if workspace unavailable.

Start19:40:26UTC; finishabout19:46UTC, under37-minuteplan/hard45; reserved journal/report phase enteredearly, nothread overrun. Querymemorynotes->observations->analyses->lessons, lessons678–680applied. Ledger22927noopen/pending/closing,noorders. Observations22919–27, analyses2296statistical/2297fundamental/2298consequences/2299strategy. EIAwholePDFnowSep4 recoveredviaisolatedpypdf; CSVunchanged. ElectricalJuly111485msales/100128minventory,.1/2.3growth/.90ratio verified. BWENlatestAug21amendment,GDlatestSep4Form4,FTKlatestSep9deck,TSMunchanged. AVAVnowArchivedsame404,unknowncommentary. Resolve204–207/210completed,replacements21UTCaccepted;future41AEHR/103ACP andother supplymonitorsretained. Job173actual19:30END21/21,next20:30,7left; no duplicatejob. Active12/18/36/73retained; Bombardier/CENTCOM/AI.PA/MOFCOMgaps remain; exact8Kfiltermissesamendments. Allzeroeligible, no freshquote/newbacktestneeded; reusefrozen1895/1815etc withnegativeorunreliablepayoffs. No separatefundcase. Offuntil21UTC.

fund=crypto research only eligible=0 observed=2026-09-10T19:46:03.457794+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://blockstream.info/liquid/api/blocks BTC b/a=77190.5/77216.585 age=42 ok=1 depthUSD=77.0/77.5 hurdle%=0.536 ETH b/a=2468.24/2468.7 age=61 ok=1 depthUSD=82.6/82.3 hurdle%=0.521 SOL b/a=99.934/100 age=43 ok=1 depthUSD=95.2/94.9 hurdle%=0.568 USDC b/a=0.9995/1.00001 age=4665 ok=0 depthUSD=9995000.0/10000100.0 hurdle%=0.553 USDG b/a=0.99999/1.00001 age=57241 ok=0 depthUSD=9999900.0/10000100.0 hurdle%=0.504 XRP b/a=1.35254/1.3578 age=76 ok=1 depthUSD=5634.9/5684.3 hurdle%=0.893 UNI b/a=6.0861/6.0968 age=43 ok=1 depthUSD=4276.9/4301.5 hurdle%=0.679 LTC b/a=52.1323/52.4643 age=118 ok=1 depthUSD=3507.5/3569.6 hurdle%=1.142 HYPE b/a=80.209/80.604 age=42 ok=1 depthUSD=61343.9/62363.3 hurdle%=0.997 LINK b/a=11.63/11.65 age=42 ok=1 depthUSD=13505.9/13462.2 hurdle%=0.675 fresh_quotes 8 /10 recipient BTC 598.50044115 mempool_net 4.62e-05 tx_n 292 reserve BTC 3601.47203772 mempool_net 0.0 tx_n 590 recentpage 31 controlled 0 not_full_history=1 tip 4051678 age_s 53 t 1789069510 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

Run19:40:26–~19:46UTC,within37minplan/45hard;finishphase19:44. Analyses2291–95plusfinalstrategy;lessons690–692. Noorders,retain49.14cash;0open/pending/closing. EPMdelayed19:18C3.825+.854009R,H3.83/L3.675,194emittedminutes,noobservedthresholdhit/nopage. Frozen3.73/.11124/3.61876/3.89686/Sep14closeexitunchanged;1.5Rpaperdoesnotqualifycurrent>=3Rlive.208/209resolved;21321UTCcompletedpaperday,21421UTCLOVE/SRRK/TLXandtonightearnings;20armed.168exit,193TLX/CPI/ZUMZ,13KR,20CPRT,21ORCL,33ADBEretained.5jobs67/75/126/132/172ENDactualverified,172next20:45;noEPMjob,manualretrievalrecipe1995. LOVEoriginal164/167recovered,old3.6mrefundEBITDAbridgeunknown;nominal40.5→33.5mnotcleanorganiccut. SEC403today;issuerfulltablesconfirmH1cashafterinvesting-23.633m,refund21m,cash68.804m. SRRKwebcast42charsshell/fullcommentaryunread,latestRSSnonewfacilitydecisionnotpendingproof. TLXApr10Sep11dateonlyreverified;boundedcurrentRSSnoPixclaradecision. M/MCFT/CALprioraccessgapsnotexpandedthisexistingresearchrun. No newbacktest/simulationclaimed; original1928/1940/2281reviewed,Pythonpath/Kellyarithmeticrecorded22918. No separatefundcase, nootherfundactions.

fund=crypto research only eligible=0 observed=2026-09-10T19:45:22.224370+00:00 source=https://www.okx.com/api/v5/public/time offset_s=0.0792 uncertainty_s=0.0964 source=https://www.okx.com/api/v5/public/funding-rate ; https://www.okx.com/api/v5/public/open-interest {"s":"BTC","ts":["1789069453592","1789069522881"],"age":[69.4,0.1],"fresh":true,"funding_bp":1.0,"settled_bp":0.9658,"oi_coin":29271.885} {"s":"ETH","ts":["1789069453635","1789069522880"],"age":[69.3,0.1],"fresh":true,"funding_bp":-0.5799,"settled_bp":-0.6047,"oi_coin":598148.801} {"s":"SOL","ts":["1789069454582","1789069522875"],"age":[68.4,0.1],"fresh":true,"funding_bp":-0.076,"settled_bp":-0.3151,"oi_coin":2697474.59} 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

Noorders;235.86crypto cash/account850.99. Primaryfresh observations22911 funding/supply,22914quotes/Liquid,22912 frozenpayoff and cadenceaudit. All36hourlycells2183–85negative; halfKellyBTC-.234842535 ETH-.352911968 SOL-.095922230=>0. Current>=3R/+2Rquarter policy retained; no newbacktest/refit thistradingrun. Monitor202resolved/212next21:00, other6armedpreserved. Cancelled187/188expired19:41cutoff; replacements19015min6runs/19160min2runs cut21:01, both exactscripts localtested END; scheduleacceptance not remote success. Working recipes in job190/191, locally bash collector187.sh / bash collector188.sh with renewedcutoff. Daily14/25preserved. Liquid4051674+72vs18:30 but secondarytimeout/operatorhash/balancesunchanged, not recoveryconfirmation. BTC/ETH/SOL hurdles.531/.534/.616% assumed25bpfees/side, askdepth76.9/82.2/95.6USD. CircleSep7unchanged. Eightoldquote receipts maxgap30.00675min. Next21:00audit actualnumericEND/cadence/cutoff and newprimaryfacts, bothbranches noautoentry. Endphase about4min into33minplan/45minhardcap; no threadoverrun. Gaps independentrecovery, historyreconciliation, newcompliantpositiveedge, actual15minexecution. No inventedtargets or newfund proposal.