Notes

Completed19:43UTC, about3min elapsed versus30min allowance/45hard; journal reserve used early, no thread overrun. No orders; Quant187.22cash, account850.99; fresh ledger0open/pending/closing. Saved analyses2284–2287, observations22897–22900, lessons684–686. Resolved203; successor21121UTC forTXNM/FTK. Preserve16121UTC: EAR=AVAV(Sep10close/Sep4close-1)-SPYsame, SIPadjustmentall, Sep7holiday. Positive -> prospectiveSep11open five-session paper candidate; otherwise no-signalcontrol; historicalN9CIcrosses0,1.5Rpaper not3Rtrade. Preserve185Sep11CPI. Job18919:30ENDtrue all3, preceding18:45; one final20:00scheduled receipt not yet observed. Audit actualEND next run; no duplicate collector needed before21UTC.85next22:15/15left;15dailySep11 02:45/54left,all19eligible0. TXNM portal access gap remains, not nonfiling; FTK fullPDF SHA unchanged. No new backtest, parameter sweep, MonteCarlo, intradayquote or exitodds claimed. Current own-order authorization/halfKelly/3%normalrisk supersede stale proposal-only/quarterKelly notes. Need independently costed executable positive edge, not funding pressure. No other fund monitors altered.

Prior: no eligible recorded rule; set aside funding pressure. Least predictable first. 1 Evidence > recovery > independent chain, authorized payouts, issuer changes; leverage > funding > timestamp, coin OI, historical percentile; supply > issuer > reference date, issuance/redemption, migration. 2 Eligibility > frozen tests > daily, hourly, reused holdout; execution > quote > freshness, spread, depth; payoff > sizing > win rate, win/loss, half Kelly. 3 Continuity > collectors > numeric END, actual cadence, cutoff; book > lots > open, pending, closing; monitors > next run > scope, branches, preserved catalysts. Resolution is current primary timestamps and existing costed research; no retuning rejected holdout or headline sentiment. Trading run, not new strategy research.

Start19:40:26UTC;37min plan including final5, hard45. Prior cash likely appropriate, set aside monthly349.01shortfall. Least predictable first: 1 Disclosure changes?1.1 FDA1.1.1 TLX earlydecision1.1.2 SRRK facility/fullpipeline;1.2 Earnings1.2.1 EPM earlyrelease1.2.2 LOVE refundbridge.2 Evidence integrity?2.1 Prices2.1.1 delayed timestamps2.1.2 emittedbars/pagination;2.2 Collectors2.2.1 actualEND2.2.2 challenges versus content.3 Trade eligibility?3.1 Historicaledge3.1.1 train/holdout3.1.2 costs andcensoredtrades;3.2 Payoff3.2.1 defensible>=3R3.2.2 halfKelly/gap/fund49.14cap.4 Outer structure?4.1 Cashcapture4.1.1 workingcapital4.1.2 payer/manufacturing;4.2 incentives4.2.1 issueroptimism4.2.2 shutdown pressure. Readnotes thenobservations thenanalyses andlessons. Applicable681: frozen1.5R paper cannot justifynew3Rtarget. Reviewexistingresearch, no new parametersearch. Due208/209; no holdings or queued orders perquery.

Start state: equity/cash $850.99; convex $178.71, no history, holdings, queued orders or convex monitors. Goal: establish a dated-event long-option payoff with empirical edge before entry. Binding constraint: whole-contract premium and data quality. Absolute mandate cap $51.0594 (6%); use tighter normal full-loss budget $25.5297 (3%), high-conviction ceiling $42.5495 (5%). Three positions maximum. Prior: cheap low-price-stock calls can be cheap because strikes are remote or earnings already priced. Question tree, least predictable first: 1 Can executable contracts pass? 1a price freshness -> close timestamp, daily trade, liquidity; 1b affordability -> ATM cost, minimum tick, multiplier; 1c identity -> deliverables, expiry >= event+7 days, corporate actions. 2 Is the event distribution comparable? 2a sample -> >=8 dates, issuer originals, before/after close mapping; 2b response -> directional gap, event-day close, multiday extremes; 2c robustness -> holdout, spread/fees, sample uncertainty. 3 Is catalyst incremental? 3a fundamentals -> cash burn, leverage, guidance; 3b anticipation -> preannouncement, run-up, competing event; 3c consequences -> issuer repricing, counterparties, funding. 4 Can exit work? 4a pre-event session -> first-news uncertainty, RTH only, monitoring; 4b hold-through -> implied threshold below historical median by stated margin, premium tail; 4c sizing -> empirical payoff odds, half Kelly, correlated positions. Resolution daily adjusted stock bars and individually priced contracts; headlines are discovery only. No trade history means no claimed execution win rate. No inherited fund lesson applies.

Start19:40:26UTC; 37-minute plan, hard cutoff20:25:26, final5 reserved. Least predictable A new operational evidence A1 defense conference A1a public replay recovery A1b accepted-delivery cash; A2 BWEN closure A2a all SEC amendments A2b residual liabilities. B physical flows B1 EIA revisions B1a CSV current period B1b later PDFs; B2 electrical inventory B2a July vintage B2b issuer cash capture. C policy/chemicals C1 aircraft C1a signed scope C1b GD actual deliveries; C2 FTK C2a Saudi receipts C2b generation restart; C3 TSM C3a revenue correction C3b concentration/cash. D trade D1 frozen evidence D1a out-of-sample expectancy D1b 15-minute exits; D2 ledger D2a open/pending D2b two liquidated wins selection; D3 handoff D3a collector END/cadence D3b 21UTC branches. Prior zero approved setups; set aside expected unchanged releases. Resolution incremental primary cash/operation evidence; discard headline/hash changes without substance. Applicable lessons678–680: segment economics, missing replay unknown, shortfall does not alter Kelly.

30min allowance within45 from19:40:25UTC; last5 reserved journal/report. Trading review of existing evidence, no parameter mining. Prior: no qualifying rule; funding gap set aside. Three-level tree, least predictable first: 1 Evidence->TXNM actualresponses/procedural effect; FTK fullPDF/cash receipts; primarydiscovery/eventtime. 2 Signals->AVAV completedclose/EAR; countrymomentum eligibility/rebalance; gaprule netexpectancy/coststress. 3 Execution->ledger open/pending/closing; collectors actualEND/cadence/cutoff; exits whole-shares/15minchecks/3R. 4 Capital->p winloss/halfKelly; caps187.22fund/212.7475position; consequences spreadcost/opportunitycost/fundingpressure. Lessons672–674 apply; directorders authorized but positive independentnetedge required. DueQuant203; preserve16121UTC/185CPI.

fund=crypto research only eligible=0 observed=2026-09-10T19:31:01.404238+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://blockstream.info/liquid/api/blocks BTC b/a=77135/77151.2 age=42 ok=1 depthUSD=77.8/77.3 hurdle%=0.523 ETH b/a=2465.405/2466.137 age=64 ok=1 depthUSD=82.8/82.7 hurdle%=0.532 SOL b/a=99.78/99.8867 age=53 ok=1 depthUSD=94.7/95.6 hurdle%=0.609 USDC b/a=0.9995/1.00001 age=3763 ok=0 depthUSD=9995000.0/10000100.0 hurdle%=0.553 USDG b/a=0.99999/1.00001 age=56339 ok=0 depthUSD=9999900.0/10000100.0 hurdle%=0.504 XRP b/a=1.35123/1.357 age=47 ok=1 depthUSD=5660.8/5644.0 hurdle%=0.931 UNI b/a=6.066/6.07886 age=53 ok=1 depthUSD=4253.5/4258.4 hurdle%=0.715 LTC b/a=52.2189/52.557 age=71 ok=1 depthUSD=3545.1/3574.2 hurdle%=1.153 HYPE b/a=80.1222/80.5162 age=53 ok=1 depthUSD=61280.8/62303.4 hurdle%=0.996 LINK b/a=11.616/11.642 age=53 ok=1 depthUSD=13482.3/13556.6 hurdle%=0.727 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 4051662 age_s 111 t 1789068550 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=catalyst IONS/MIRM/GIS research only; size=0; UTC=2026-09-10T19:30:25.996398+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=supply 2026-09-10T19:30:19.762517+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 806637955657 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": "quant", "utc": "2026-09-10T19:30:19.803198+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=2026-09-10T19:01:01.089285+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://blockstream.info/liquid/api/blocks BTC b/a=77189.3/77201.507 age=43 ok=1 depthUSD=77.1/77.4 hurdle%=0.518 ETH b/a=2466.655/2467.322 age=95 ok=1 depthUSD=82.4/82.4 hurdle%=0.529 SOL b/a=99.763/99.843 age=42 ok=1 depthUSD=94.4/95.8 hurdle%=0.582 USDC b/a=0.9995/1.00001 age=1963 ok=0 depthUSD=9995000.0/10000100.0 hurdle%=0.553 USDG b/a=0.99999/1.00001 age=54539 ok=0 depthUSD=9999900.0/10000100.0 hurdle%=0.504 XRP b/a=1.353/1.35783 age=115 ok=1 depthUSD=5621.2/5657.3 hurdle%=0.861 UNI b/a=6.07137/6.082 age=54 ok=1 depthUSD=4290.1/4288.7 hurdle%=0.678 LTC b/a=52.19/52.5112 age=42 ok=1 depthUSD=3553.3/3572.8 hurdle%=1.120 HYPE b/a=80.628/80.9956 age=58 ok=1 depthUSD=62494.4/62099.3 hurdle%=0.960 LINK b/a=11.6553/11.68 age=44 ok=1 depthUSD=13388.0/13399.3 hurdle%=0.715 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 4051632 age_s 111 t 1789066750 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=2026-09-10T19:00:19.955250+00:00 source=https://www.okx.com/api/v5/public/time offset_s=0.086 uncertainty_s=0.1638 source=https://www.okx.com/api/v5/public/funding-rate ; https://www.okx.com/api/v5/public/open-interest {"s":"BTC","ts":["1789066804339","1789066820961"],"age":[16.8,0.2],"fresh":true,"funding_bp":1.0,"settled_bp":0.9658,"oi_coin":29246.686} {"s":"ETH","ts":["1789066804396","1789066820973"],"age":[16.7,0.2],"fresh":true,"funding_bp":-0.7575,"settled_bp":-0.6047,"oi_coin":596925.765} {"s":"SOL","ts":["1789066805334","1789066820977"],"age":[15.8,0.2],"fresh":true,"funding_bp":-0.1125,"settled_bp":-0.3151,"oi_coin":2689792.98} 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=74207680145.952487476 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": "2026-09-10T18:45:21.180067+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}

Start18:28:49UTC; finish18:33UTC, under43minplan/hard45; no thread overrun, finish tasks completed early. Memory queried notes->observations->analyses->lessons. Applicable668 retained. Ledger22878 noopen/pending/closing; no orders/exits/adjustments/FUND case. Analyses2275fundamental/2276consequences/2277strategy; observations22878/80/92–95; lessons678–680. AVAV conference12:50EDT issuerconfirmed but browser/directwebcast404; Q1 cash-35.954m (-7.4828%revenue),AxSEBITDAmargin18.0031% vsSCDE-6.6131%; funded1457.822m with78%FY27recognition notcash. Resolve158done, replacement21019:40accepted. FTKbrowserdeckforecastunchanged, directSEC403; frozenhalfKellyraw-.1946214clipped0 and expectedtrade-7.62944496%. Reused1814/1815/1895 tests, no newbacktest/simulation claimed. OESXlatestSep8order, changinghashnotnewnews; Sep15conference displayed. ACPadvisoryandattempted34PDF403, noAugustoperationsmeasured; retain103. Preserve204–20719:40,41AEHRnextday, allotherfuturemonitors. Activejobs12/18/36/73/173;173actual18:15END21/21,next19:15:35,8runsleft; no duplicatejob. Existing errorsBombardier/CENTCOM/AI.PA/MOFCOM; exact8Kfiltermissesamendments. Main unfilled gap conference operationalremarks, not assumed absence; no refreshedprice needed forzeroeligibleentry. Supply offuntil19:40.

Run18:28:48–18:34UTC, finish phase began18:31:50; well within37min allowance/45hard. No orders; fundcash49.14. Analyses2278–2282 and finalstrategy; observations22879/81–84/88–91/96. EPM delayed18:10mark3.795,+.584322R,H3.82/L3.675,147minutes,no observedthresholdtouch. Frozenpaper3.73entry/.11124ADR/3.61876stop/3.89686target,Sep14closeexit unchanged. CurrentNEWtrades require>=3R,halfKelly,3%normal/5%convexrisk; supersedes stale1%/1.5R/quarterKelly conventions, but no eligibleedge. Do not widenpaper target to4.06372: arithmetic only. 208/209remainarmed19:40,168paperexit/193TLX-CPI-ZUMZ retained;20armed none due, no newmonitorneeded. Fivejobs maintained:172actual16:45END15 resolves lunchpending/IPHAValueError, hash not fullcontent;13217:15 and6717:01 complete. LOVE fullSECcash reconfirmed,H1afterinvesting-23.633m despite21mrefund; oldguidancebridge/publiccall unread. SRRKAug21original explicitlyallows earlyapprovalthroughSep30; currentRSSno newerfacilitynews is notproofpending. TLXApr10Sep11date reverified; latestRSSGa68. EPMlatestfeedSep8notice,no earlyresultsinbounded3items. Accessgaps M/MCFT/CAL and fullSRRKreplay deferred, no renewed headlineclaims. No freshbacktest or simulation claimed; original1928/1942 reviewed. No unrelated fund actions.

Completed18:32UTC/~3.5minelapsed, below33planned/45hard; journalreserve usedearly, no needfillunusedbudget. Noorders;Quantcash187.22/account850.99,0open/pending/closing. Analyses2269/2270/2273/2274; obs22873–76/22885; lessons672–674. Currentuserauthorizesownorders; oldproposal-only and1%risk notes superseded, actualtrade>=3R/halfKelly/currentcaps apply. NoQuantdue monitor atstart; retain20319:40TXNM/FTK,16121UTCAVAVclosingEAR,185CPI. Job189final18:32liststill18:00actualENDtrue,18:30:53scheduledreceiptunverified/overdue,3left; do notcall guaranteedcadence.186final16:45ENDtrue resolvesoldgap;85actual18:15complete/next22:15;15dailyeligible0. Nextmanagerinspectactual189END andprimaryresponse filings, preserveclosingEARformula andpaper-only status. FTKfullPDFunchanged; AVAVdirectHTMLread afterwebtoolerror/stdlbparserfallback. No freshbacktest/MonteCarlo/intradayquotesclaimed. Gaps: TXNMresponseaccess, AVAVindependentnetedge/exactvenueexit andtodayclose, timelycollectorreceipts. Nootherfundmonitorchanged.

Trading decision2272:235.86cash,noorders/openpendingclosing. Statistical2268 references wrong guessed22873; corrected22887 points to actual22877 frozenpayoff audit. Backtests2183–85 unchanged all36hourlyholdoutsnegative; requestedhalfKellyBTC-.2348425 ETH-.352912 SOL-.0959222=>0. Current>=3Rtarget/+2R atmostquarter policy replaces old1.5R/+1Rlivevalidation shorthand; do not retune reused2026holdout. Observation22872funding18:29:54,22886quotes/chain18:30:35,22887OIchanges; consequence2271. BTC/ETH/SOLquotes77027.5/77044.7,2459.4/2459.934,99.291/99.3817; hurdles.524/.524/.594% assumed25bp/side. Liquidtip4051602,operatorhash/balancesunchanged,secondarytimeout; noverifiedauthorizedpayout. CoinOIvs16:32+.0467/-3.3256/-1.1569%,notdirectionalflow. CircleSep7unchanged. Existing20219:40monitor retained (not due at thisoff-cycle18:29run), sevenarmednone due; preserve181/104/152/16/37/35. Jobs187/188active19:41cutoff,14/25dailyretained; observed29.43mingap and18:15nexttimeoverdue, noduplicatejobs. Next19:40 audit actualreceipts/renewcutoff and freshprimaryfacts, bothbranchesnoentry absent validatededge. Endphase complete about3.3min into33minallowance/45minhardcap; nooverrun. Gaps: independentrecovery, olderhistoricalreconciliation, newcompliantpositiveedge, actual15minexecution/cadence. Nonewbacktest in thistradingrun; no invented stop/target.

fund=crypto research only eligible=0 observed=2026-09-10T18:31:02.249210+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://blockstream.info/liquid/api/blocks BTC b/a=77022.238/77038.268 age=44 ok=1 depthUSD=77.0/76.6 hurdle%=0.523 ETH b/a=2458.24/2458.9 age=61 ok=1 depthUSD=82.3/82.8 hurdle%=0.529 SOL b/a=99.291/99.3817 age=107 ok=1 depthUSD=94.4/94.2 hurdle%=0.594 USDC b/a=0.9995/1.00001 age=164 ok=1 depthUSD=9995000.0/10000100.0 hurdle%=0.553 USDG b/a=0.99999/1.00001 age=52740 ok=0 depthUSD=9999900.0/10000100.0 hurdle%=0.504 XRP b/a=1.348/1.3524 age=62 ok=1 depthUSD=5565.0/5667.1 hurdle%=0.830 UNI b/a=6.0283/6.038 age=43 ok=1 depthUSD=4273.1/4243.4 hurdle%=0.664 LTC b/a=51.9561/52.2667 age=55 ok=1 depthUSD=3488.3/3527.8 hurdle%=1.103 HYPE b/a=79.659/80.032 age=48 ok=1 depthUSD=61006.8/61286.9 hurdle%=0.972 LINK b/a=11.61/11.63 age=53 ok=1 depthUSD=13457.2/13550.5 hurdle%=0.675 fresh_quotes 9 /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 4051603 age_s 52 t 1789065010 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

Start18:28:48UTC;37min plan, hard45, final5 reserved. Prior: cash likely appropriate; set aside recovery349.01. Decision resolution existing recorded setups, not new screen optimization. 1 Unexpected change?1.1 EPM earlynews?1.1.1 issuer notice;1.1.2 latest feed.1.2 FDA exposure?1.2.1 TLX decision;1.2.2 SRRK facility/pipeline.2 Evidence quality?2.1 Paper path?2.1.1 delayed timestamps;2.1.2 gaps/pagination.2.2 Collector integrity?2.2.1 actual END;2.2.2 source errors.3 Is trade justified?3.1 Existing tests?3.1.1 train/holdout;3.1.2 costs/uncertainty.3.2 Payoff?3.2.1 target >=3R current instruction;3.2.2 halfKelly and gap/cash caps.4 Structure/context?4.1 Company cash capture?4.1.1 LOVE refund vs recurring;4.1.2 FDA approval vs launch/cash.4.2 Prior losses?4.2.1 early unrelated pipeline;4.2.2 fractional exit delay. Current instructions supersede old 1%/1.5R/quarterKelly conventions for NEW trades; frozen papers remain unchanged. No supported size established by making rules looser. Next run19:40, preserve208/209.

Plan33min/hard45 from18:28:48UTC; reserve last5journal. Current user explicitly authorizes own orders; stale prior notes restricting manager to proposals do not apply. Prior no eligible recorded edge, set aside funding need. Resolution existing-rule execution, not neighbor mining. Three-level tree least predictable first: 1 new evidence: TXNM->actual responses/procedural effect; FTK->full document identity/paid cash; discovery->original release/event timing. 2 frozen signals: AVAV->completed close/EAR eligibility; country momentum->scheduled rebalance/current eligibility; gap reversal->saved holdout/cost stress. 3 execution: ledger->open/pending/closing; jobs->actual payload/END and cadence; exits->whole shares/15minute enforcement. 4 capital: expectancy->p and win/loss/half Kelly; constraints->187.22 fund/212.7475 venue position cap; consequences->spread costs/opportunity cost/funding pressure. No Quant monitor due at start; preserve20319:40,16121UTC,185CPI. Lessons663–665 apply.

43-minute ceiling from18:28:49UTC; last5 reserved. Least predictable: A AVAV conference A1 public availability A1a issuer replay A1b transcript vs registration shell A2 operational delta A2a supplier acceptance A2b cash/margin versus Q1. B changed collectors B1 issuer news B1a OESX actual text B1b FTK paid cash B2 transport B2a ACP actual August stats B2b bookings versus transits. C executable edge C1 frozen tests C1a AVAV train/holdout C1b FTK negative payoff C2 ledger C2a open/queued lots C2b operator-liquidation sample bias. D handoff D1 coverage D1a actual END receipts D1b access failures D2 events D2a due158 outcome D2b19:40 watchers. Prior zero approved size from2266; set aside expectation all releases unchanged. Resolution public operational/cash deltas, not hashes or headlines. Will not retune rejected strategy to force deployment; fresh quotes/backtests if genuinely actionable new evidence.

Prior: disabled compression and no eligible recorded setup; set aside monthly shortfall and recovery headlines. Least predictable question: has primary evidence changed eligibility? 1 Recovery > authentication > issuer authorization, independent chain, actual payouts; flows > leverage > funding timestamp, coin OI change, historical percentile; liquidity > supply > issuer date, issuance/redemption, migration. 2 Execution > quotes > age, spread, top depth; collectors > receipts > numeric END, cadence, cutoff; book > orders > open, pending, closing. 3 Eligibility > frozen tests > daily, hourly, costs and holdout reuse; sizing > payoff > win probability, average win/loss, half Kelly; continuity > monitors > due scope, both branches, next19:40. Resolution timestamped primary data and frozen research, not intraday news sentiment. Trading run acts on stored research; no refit of rejected holdout.

fund=supply 2026-09-10T18:15:38.543046+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 659ee836ad81 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 4bd851329b23 [('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.

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fund=crypto research only eligible=0 observed=2026-09-10T18:01:38.192260+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://blockstream.info/liquid/api/blocks BTC b/a=77288.6/77304.31 age=41 ok=1 depthUSD=76.6/77.2 hurdle%=0.522 ETH b/a=2465.005/2465.78 age=40 ok=1 depthUSD=83.0/82.6 hurdle%=0.533 SOL b/a=99.873/99.95 age=85 ok=1 depthUSD=95.4/95.4 hurdle%=0.579 USDC b/a=0.9995/1.00001 age=1268 ok=0 depthUSD=9995000.0/10000100.0 hurdle%=0.553 USDG b/a=0.99999/1.00001 age=50976 ok=0 depthUSD=9999900.0/10000100.0 hurdle%=0.504 XRP b/a=1.357/1.36254 age=86 ok=1 depthUSD=5693.7/5689.9 hurdle%=0.912 UNI b/a=6.0595/6.07171 age=67 ok=1 depthUSD=4253.2/4270.1 hurdle%=0.704 LTC b/a=52.18/52.495 age=41 ok=1 depthUSD=3516.0/3532.4 hurdle%=1.109 HYPE b/a=80.048/80.39 age=43 ok=1 depthUSD=61912.3/61813.1 hurdle%=0.931 LINK b/a=11.6775/11.703 age=41 ok=1 depthUSD=13508.5/13558.7 hurdle%=0.721 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 4051573 age_s 88 t 1789063210 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