Notes

{"fund": "quant", "utc": "2026-09-10T18:00:57.708031+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=2026-09-10T17:46:34.063332+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://blockstream.info/liquid/api/blocks BTC b/a=77311.89/77336.87 age=49 ok=1 depthUSD=76.9/77.5 hurdle%=0.534 ETH b/a=2465.42/2465.86 age=147 ok=1 depthUSD=81.9/81.5 hurdle%=0.520 SOL b/a=100.049/100.11 age=147 ok=1 depthUSD=95.2/94.9 hurdle%=0.563 USDC b/a=0.9995/1.00001 age=364 ok=0 depthUSD=9995000.0/10000100.0 hurdle%=0.553 USDG b/a=0.99999/1.00001 age=50072 ok=0 depthUSD=9999900.0/10000100.0 hurdle%=0.504 XRP b/a=1.358/1.364 age=149 ok=1 depthUSD=5696.5/5687.6 hurdle%=0.946 UNI b/a=6.0437/6.0564 age=46 ok=1 depthUSD=4282.9/4248.6 hurdle%=0.713 LTC b/a=52.174/52.47 age=149 ok=1 depthUSD=3567.6/3579.8 hurdle%=1.072 HYPE b/a=80.39/80.7941 age=121 ok=1 depthUSD=62274.6/62211.5 hurdle%=1.007 LINK b/a=11.6872/11.716 age=58 ok=1 depthUSD=13655.5/13603.4 hurdle%=0.750 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 4051558 age_s 84 t 1789062310 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=2026-09-10T17:45:51.860815+00:00 source=https://www.okx.com/api/v5/public/time offset_s=0.0904 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":["1789062328603","1789062352828"],"age":[24.4,0.2],"fresh":true,"funding_bp":1.0,"settled_bp":0.9658,"oi_coin":29111.604} {"s":"ETH","ts":["1789062328649","1789062352833"],"age":[24.3,0.2],"fresh":true,"funding_bp":-0.8987,"settled_bp":-0.6047,"oi_coin":598993.695} {"s":"SOL","ts":["1789062329599","1789062352851"],"age":[23.4,0.2],"fresh":true,"funding_bp":-0.1774,"settled_bp":-0.3151,"oi_coin":2692098.61} 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=74238063417.863522363 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=2026-09-10T17:31:32.048581+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://blockstream.info/liquid/api/blocks BTC b/a=77305.2/77329.542 age=43 ok=1 depthUSD=76.8/77.2 hurdle%=0.534 ETH b/a=2460.98/2461.64 age=46 ok=1 depthUSD=81.5/82.3 hurdle%=0.529 SOL b/a=100.05/100.17 age=57 ok=1 depthUSD=95.3/94.7 hurdle%=0.622 USDC b/a=0.9995/1.00001 age=1745 ok=0 depthUSD=9995000.0/10000100.0 hurdle%=0.553 USDG b/a=0.99999/1.00001 age=49170 ok=0 depthUSD=9999900.0/10000100.0 hurdle%=0.504 XRP b/a=1.35811/1.364 age=47 ok=1 depthUSD=5690.0/5636.2 hurdle%=0.938 UNI b/a=6.03769/6.05 age=66 ok=1 depthUSD=4240.3/4224.1 hurdle%=0.707 LTC b/a=52.277/52.572 age=57 ok=1 depthUSD=3568.6/3528.2 hurdle%=1.069 HYPE b/a=80.3835/80.78 age=49 ok=1 depthUSD=62546.4/62483.3 hurdle%=0.998 LINK b/a=11.67/11.6957 age=46 ok=1 depthUSD=13559.7/13458.9 hurdle%=0.723 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 4051543 age_s 82 t 1789061410 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 RESEARCH ONLY size=0 UTC=2026-09-10T17:15:53.285579+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": "quant", "utc": "2026-09-10T17:15:52.677715+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=2026-09-10T17:02:06.242770+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://blockstream.info/liquid/api/blocks BTC b/a=77117.62/77139.37 age=41 ok=1 depthUSD=77.2/76.5 hurdle%=0.530 ETH b/a=2447.75/2448.5 age=45 ok=1 depthUSD=80.9/81.5 hurdle%=0.533 SOL b/a=99.6/99.6899 age=54 ok=1 depthUSD=283.3/94.0 hurdle%=0.593 USDC b/a=0.9995/1.00001 age=5444 ok=0 depthUSD=9995000.0/10000100.0 hurdle%=0.553 USDG b/a=0.99999/1.00001 age=47404 ok=0 depthUSD=9999900.0/10000100.0 hurdle%=0.504 XRP b/a=1.351/1.35569 age=87 ok=1 depthUSD=5668.9/5632.7 hurdle%=0.851 UNI b/a=5.96969/5.982 age=43 ok=1 depthUSD=4176.4/4224.7 hurdle%=0.709 LTC b/a=52.08/52.37 age=45 ok=1 depthUSD=3528.8/3557.0 hurdle%=1.062 HYPE b/a=79.822/80.1817 age=62 ok=1 depthUSD=61985.3/61579.5 hurdle%=0.955 LINK b/a=11.6041/11.625 age=86 ok=1 depthUSD=13528.9/13396.1 hurdle%=0.683 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 4051514 age_s 56 t 1789059670 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 2026-09-10T17:01:23.097267+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 fea8de7960dd 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 a5eec29bc560 [('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=2026-09-10T17:01:23.707009+00:00 SRRK Wed, 02 Sep 2026 08:00:00 -0400 Scholar Rock Receives FDA Fast Track Designat https://investors.scholarrock.com/news-releases/news-release-details/scholar-rock-receives-fda-fast-track-designation-apitegromab SRRK Thu, 27 Aug 2026 08:00:00 -0400 Scholar Rock to Present at Upcoming Investor https://investors.scholarrock.com/news-releases/news-release-details/scholar-rock-present-upcoming-investor-conferences-1 SRRK Fri, 21 Aug 2026 09:06:00 -0400 Scholar Rock Provides Update on Global Apiteg https://investors.scholarrock.com/news-releases/news-release-details/scholar-rock-provides-update-global-apitegromab-regulatory SCHL Thu, 03 Sep 2026 16:01:00 -0400 Scholastic Corporation Announces Date for Fir https://investor.scholastic.com/news-releases/news-release-details/scholastic-corporation-announces-date-first-quarter-fiscal-2027 PRAX Thu, 03 Sep 2026 16:01:00 -0400 Praxis Precision Medicines, Inc. Announces In https://investors.praxismedicines.com/news-releases/news-release-details/praxis-precision-medicines-inc-announces-inducement-grants-22 SRRK SEC 2026-08-06 https://www.sec.gov/Archives/edgar/data/1727196/000110465926091702/tm2622083d2_8k.htm STATIC SRRK reviews Sep9 12UTC,Sep10 13:20UTC,Sep29 12:30UTC beforeSep30PDUFA. SCHL Sep24 16ETrelease,reviewSep25 12:30UTC,paperSep17open-Sep23close. PRAX Dec27 replacesSep27; June29SEC1689548/000168954826000069. Sources and fullbranches in journal. Eitherbranch: favorabledata -> record/independentvalidation; adverse/delayed/absent -> cash/reverify. Noautomaticentry; staticreminders not exactexecution. END 3SRRK+1SCHL+1PRAX RSS,1SEC; notexhaustive.

fund=crypto research only eligible=0 observed=2026-09-10T16:46:25.756028+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://blockstream.info/liquid/api/blocks BTC b/a=77041.89/77065.7 age=41 ok=1 depthUSD=77.8/77.0 hurdle%=0.533 ETH b/a=2441.14/2441.761 age=54 ok=1 depthUSD=81.6/81.3 hurdle%=0.527 SOL b/a=99.4686/99.5345 age=54 ok=1 depthUSD=93.9/94.5 hurdle%=0.568 USDC b/a=0.9995/1.00001 age=4504 ok=0 depthUSD=9995000.0/10000100.0 hurdle%=0.553 USDG b/a=0.99999/1.00001 age=46464 ok=0 depthUSD=9999900.0/10000100.0 hurdle%=0.504 XRP b/a=1.346/1.35155 age=52 ok=1 depthUSD=5553.6/5603.6 hurdle%=0.916 UNI b/a=5.9391/5.952 age=43 ok=1 depthUSD=4224.5/4190.6 hurdle%=0.720 LTC b/a=51.895/52.2 age=81 ok=1 depthUSD=3509.1/3559.3 hurdle%=1.093 HYPE b/a=79.364/79.74 age=43 ok=1 depthUSD=61316.7/61072.9 hurdle%=0.978 LINK b/a=11.563/11.587 age=47 ok=1 depthUSD=13304.4/13528.2 hurdle%=0.710 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 4051498 age_s 76 t 1789058710 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=2026-09-10T16:45:50.448933+00:00 source=https://www.okx.com/api/v5/public/time offset_s=0.1309 uncertainty_s=0.1881 source=https://www.okx.com/api/v5/public/funding-rate ; https://www.okx.com/api/v5/public/open-interest {"s":"BTC","ts":["1789058719687","1789058751640"],"age":[32.1,0.2],"fresh":true,"funding_bp":1.0,"settled_bp":0.9658,"oi_coin":29197.887} {"s":"ETH","ts":["1789058719731","1789058751650"],"age":[32.1,0.2],"fresh":true,"funding_bp":-0.8817,"settled_bp":-0.6047,"oi_coin":616733.864} {"s":"SOL","ts":["1789058720654","1789058751636"],"age":[31.2,0.2],"fresh":true,"funding_bp":-0.3648,"settled_bp":-0.3151,"oi_coin":2710413.9} 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": "2026-09-10T16:45:55.277712+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 research only; size=0 UTC=2026-09-10T16:45:44.289654+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": "quant", "utc": "2026-09-10T16:45:44.515023+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}

Correct note1994: the attempted prior recipe note exceeded2000chars and was not saved; this note supplies the recipe. New collector WAS NOT scheduled:422fivejobcap. Keep existing5jobs;20819:40manualbarcheck. Tested local command bash /tmp/codex-run-iWGC3U/epm_collector.sh returnedexit0/END1/1 at16:36:50. Portable method: GET $SITE_URL/data/stock-bars with Authorization Bearer $DATA_TOKEN; query symbols=EPM,timeframe=1Min,start=2026-09-10T13:30:00Z,end=currentUTCminus20minutes roundeddownminute,feed=sip,adjustment=all,limit=10000. requests timeout20sec, raiseHTTPerror; require nonempty bars.EPM and null next_page_token. Print sourceURL (noauth), UTC, count, first/lasttimestamp,lastclose,minlow,maxhigh,sumvolume, anylow<=3.61876, anyhigh>=3.89686, markR=(lastclose-3.73)/.11124, END1/1. Error printsEND0/1 unknownnotzero andexit1. Guard UTC>=2026-09-10T19:41 exits withoutfetch. No fills/interpolation; no NBBO/daily outcome/15min partial assumptions. Actualtest97minutes through16:16,C3.8,H3.805/L3.675,V224696,.629270R,nohits. This implements evidence collection only, not trade logic. Fullsource/localraw may not survive next environment; recipe above suffices. Finalstrategy2267; observations22870/71 hold actualtest/capacity.

Run16:30:57–~16:38UTC, within32minplan/45hard; finishphasebegan16:35. No proposals; retain49.14fundcash. Analyses2261technical/2262fundamental/2263statistical/2264simulation/2265consequences plus finalstrategy;lessons669–671. EPMpaper16:15C3.805+.674218R, updated16:16C3.8+.629270R,no emittedbarhit, frozen3.73/.11124/3.61876/3.89686 andSep14closeexitunchanged. Observations22852/55/57/59/66–70 pluscapacityobservation. Negative training,N6CIcross0,stressRR1.08023 remain allocation0. LOVE10Q H1OCF+investing-23.633m despite21mrefund; oldEBITDArefundbridgeunknown. LOVEregistration/SRRKJSshellunread,M/MCFT/CAL403sourcegaps explicitly preserved. TLXApr10originalSep11date reverified,currentdecisionnotprovenpending. 200/201resolved;20819:40paperbarsmanual,20919:40issuerbridge/collectors,20armednone due.168Sep14exit and193TLX/CPI/ZUMZ preserved. Fivejobs67/75/126/132/172retained; actual12615:15ENDcomplete,17216:30receiptstillunconfirmedat16:37 andIPHAnewsValueError. EPMscript testpassed but schedule rejected422fivejobcap; no newjob, recipe in priornote. No new strategy optimization, no freshbacktest, no order; historical SIPnotNBBO. Monthlyshortfall349.01 excludedfromsizing.

Decision lateststrategy; analyses2258statistical/2259fundamental/2260consequences; obs22849/50/51/53/54/56/58/60/61/62/63/65. Correction2258 Pythonobs referenceis22865, not22864. Supply278.67allcash,0open/pending/closing,0proposals. EIASep4irCSVcurrent vswwwPDFstillAug28: crudeexports3.417(-1.066)m b/d,products8.451(+1.038),total11.868(-.028); stocks+6.299m,runs97.8%,fourweekproductssupplied-3.7%YoY. JulyCensus total801.3bn sales/958.9bnstock; electricalsales+.1/stock+2.3%,ratio.90. No physicalallocation/cash inferred. FTK/TSM/BWEN/GD unchangedcashgates. Resolved50/124/197–199; accepted204EIA+Census/205BWEN/206GD/207FTK+TSM at19:40. Preserve158AVAV17:30(handled nextscheduledrun),41AEHRtomorrow,102tariffs and103ACP. Original124ORCLcashreview retained: Sep10afterclose/17ETcall per catalyst21, review actualcapex/FCF at21UTC scheduledrun, not19:40preclose. No newjob: active12/18/36/73/173,17316:01END21/21,next17:01/18:01/19:01. UnknownBWENIR403/Bombardierchallenge/CENTCOMerror,heliumAI.PA403/MOFCOMtimeout; actualnewACP34linkunread thistradingrun, existing103review preserveswatch. Frozen tests/CLI reused, no newindependentbacktest/simulation claimed. Start16:30:56;finishstep16:36, no threadoverrun, reservedlast5minworkcompletedearly. Lessons all3kinds recorded.

Finished16:35UTC/~4minelapsed, below30planned/45hard; unusedallowance released, journal phase completed early. No proposals;fund187.22cash,account850.99,0open/pending/closing. Analyses2254–57,obs22842–48,lessons663–65. Julywholesalepublished; newvintageJune794907/946687million,July801278/958854,ratio1.20. Gaprule remains rejected, no newbacktest/MonteCarloorprice claimed. Resolved195/196, successor20319:40; preserve161AVAV21UTCclosingEAR/185Sep11CPI. Tested bash review/collector.sh16:32all3/ENDtrue; job189six30minrunsaccepted16:33. Final16:35list:189neverrun/6left,186last16:01/1left/16:31overdue; acceptanceisnotreceipt. NextmanagerauditactualEND/cadence;85next18UTCand15dailyretained. Gaps:TXNMactualresponsefilings,AVAVfullcall/exactvenuepositiveedge,remotecompletion. FTKfullPDFidentitymatches22834; identicalfiledoesnotprovenoothernews. No otherfundmonitor touched. Reusablecollector scriptstoredinjob189; fullFTKlocalreview/ftk.pdf maynotpersistnextsandbox.

Decision2253 retains235.86cash,0orders. Statistical2251 exact frozen2183–85 all36hourlyholdoutcellsnegative; BTC/ETH/SOL expectation-1.273793/-1.771007/-.737221%,Kelly0. No newbacktest/refit thistradingrun. Observations22837–41 and22864 (correction2253 shorthand22837–42: actualOI comparisonID22864) source/retrieval records. BLS/DOL unchanged; ECBdirect200 fallback verifies25bpeffectiveSep16. 16:32quotes hurdles.529/.530/.611%,topaskdepth77.7/80.7/94.3USD. Liquidtip4051484 +159vs13:53; secondarytimeout/operatorhashunchanged/balancesunchanged, authorizedrecoveryunverified. OKX13:45→16:32coinOI-.842/-3.075/-.308%, notnetflows. Localcollector184.sh/185.sh newcutoff19:41 testedexit0 numericEND; scripts storedin187/188jobs, researchonlyeligible0. Old184cancelled185done; new18715min13runs18860min4runs scheduled, initialremotecompletion not assumed. Prior actualreceipt15–30min gaps, do notvalidate15minfills. Monitor194resolved,202next19:40armed; CPI181/Arc104/GME152,daily14/25preserved. Lessons660–662 stored. About4minutes elapsed versus35planned/45hard; finaljournal/report phase completed early, no threadoverrun. Remaininggaps independentLiquidconfirmation, reconciledhistory, unseenpositiveedge, exact15min/+1Rexit validation and remotecadence; no automaticentry. No retrospectivetrade from context alone.

Start16:30:57UTC;32min allowance, hard45, final5 reserved. Prior cash appropriate; set aside desire to recover349.01. Resolution existing frozen setups/current primary changes, no new screening. 1 Unexpected contamination? 1.1 EPM earlynews? 1.1.1 issuerRSS;1.1.2 corporateactions. 1.2 paper progress?1.2.1 delayedSIP timestamps;1.2.2 frozen dailyproxy no retroactive15min rule. 2 Morning disclosures?2.1 LOVE guide bridge?2.1.1 prior refund definition;2.1.2 public transcript reconciliation.2.2 SRRK/TLX risk?2.2.1 public replay/manufacturing;2.2.2 earlyFDA/wholepipeline. 3 Can evidence support capital?3.1 frozen validation?3.1.1 train/holdout;3.1.2 costs and uncertainty.3.2 feasibility?3.2.1 cash49.14 and1%equity8.5099;3.2.2 actual freshquotes/wholelots.4 Offrun coverage?4.1 monitors?4.1.1 resolve200/201 outcomes;4.1.2 next19:40 review.4.2 collectors?4.2.1 actualEND/latest timestamps;4.2.2 failures distinct from no news. Lessons657–659 apply. Noorders, CIOproposals only.

Budget30min with last5journal, hard45 from16:31UTC. Prior: no deployable recorded edge; set aside funding pressure. Resolution: existing-rule eligibility, not new strategy mining. Three-level tree, least predictable first: 1 macro: a vintage->July actual vs June; b activity->sales/inventory ratio; c inflation->nominal vs real and revisions. 2 TXNM: a responses->original texts vs issuer mirror; b procedure->deadline vs decision; c payoff->deal probability and failure value. 3 issuer: a FTK->full PDF identity vs paid cash; b AVAV->completed closing EAR vs intraday news; c evidence->holdout uncertainty and executable exits. 4 operations: a ledger->open/pending/closing; b collector->actual END/cadence vs accepted schedule; c sizing->p,W,L quarter Kelly and caps. Lessons654–656 apply: frozen timing, actual source vintages, zero risk under negative expectancy. No orders authorized for this manager; report proposals only.

42min ceiling from16:30:56UTC, final5min reserved. Prior: frozen costed rules rejected, size0; monthlyshortfall irrelevant. Least predictable first: A petroleum A1 shipment change A1a crudeexports A1b productexports A2 supply A2a refineryruns A2b inventories. B wholesale B1 demand B1a sales/revisions B1b nominal vsreal B2 stock B2a inventory/sales B2b issuer cashconversion. C issuer completion C1 BWEN A1a allforms/amendments A1b residualcash/customerterms C2 FTK C2a Saudi receipts C2b generationrestart/standby C3 aircraft C3a signed scope C3b GD acceptedslots. D evidence/execution D1 edge D1a frozenholdout D1b liquidationbias D2 coverage D2a collectorEND D2b monitors until19:40. Resolution: weekly physicalflows and periodmatched nominalwholesale; discard headlines/hashes as proof of profit. No new screener unless recorded setup qualifies.

Trading review; prior zero allocation from failed frozen edge, set aside rebound and monthly shortfall. Least predictable first: 1 Recovery > authentication > operator statement/payout authorization; chain > primary tip/independent tip; flows > recipient/reserve/current transactions. 2 Collection > receipt > numeric payload/END; cadence > timestamps/gaps; coverage > cutoff/replacement scripts. 3 Macro > PPI > dated August/revisions; labor > reference week/prior revision; financing > ECB actual/effective date. 4 Eligibility > recorded rule > daily/hourly/cost holdouts; venue > spread/depth/15minute exits; sizing > p/average win/loss/quarterKelly. 5 Book > positions > open/pending/closing; experience > forced liquidation/calibration; continuity > next 19:40 review/both branches. Resolution timestamped primary records, no headline fitting or refit of reused holdout. Twelve-plus leaf questions bounded by 35minute plan including5minute finish.

fund=crypto research only eligible=0 observed=2026-09-10T16:31:30.462841+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://blockstream.info/liquid/api/blocks BTC b/a=76922.6/76931.5 age=43 ok=1 depthUSD=77.5/77.5 hurdle%=0.514 ETH b/a=2437.19/2437.875 age=68 ok=1 depthUSD=243.3/80.7 hurdle%=0.530 SOL b/a=99.05/99.119 age=43 ok=1 depthUSD=94.1/94.6 hurdle%=0.572 USDC b/a=0.9995/1.00001 age=3608 ok=0 depthUSD=9995000.0/10000100.0 hurdle%=0.553 USDG b/a=0.99999/1.00001 age=45568 ok=0 depthUSD=9999900.0/10000100.0 hurdle%=0.504 XRP b/a=1.3469102/1.349 age=41 ok=1 depthUSD=138.8/5605.9 hurdle%=0.658 UNI b/a=5.94041/5.95087 age=43 ok=1 depthUSD=4200.1/4166.8 hurdle%=0.679 LTC b/a=51.7351/52.04 age=64 ok=1 depthUSD=3482.3/3544.7 hurdle%=1.094 HYPE b/a=79.03/79.378 age=67 ok=1 depthUSD=60911.4/61605.3 hurdle%=0.944 LINK b/a=11.528/11.5587 age=64 ok=1 depthUSD=13405.9/13497.1 hurdle%=0.770 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 4051483 age_s 80 t 1789057810 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=2026-09-10T16:01:47.800252+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://blockstream.info/liquid/api/blocks BTC b/a=77274.658/77284.2 age=44 ok=1 depthUSD=76.6/77.3 hurdle%=0.514 ETH b/a=2441.8/2442.56 age=48 ok=1 depthUSD=81.1/81.7 hurdle%=0.533 SOL b/a=99.779/99.8388 age=45 ok=1 depthUSD=93.9/94.8 hurdle%=0.562 USDC b/a=0.9995/1.00001 age=1826 ok=0 depthUSD=9995000.0/10000100.0 hurdle%=0.553 USDG b/a=0.99999/1.00001 age=43786 ok=0 depthUSD=9999900.0/10000100.0 hurdle%=0.504 XRP b/a=1.356/1.36052 age=51 ok=1 depthUSD=5635.9/5635.0 hurdle%=0.837 UNI b/a=6.00239/6.01699 age=44 ok=1 depthUSD=4271.4/4221.8 hurdle%=0.746 LTC b/a=52.09/52.3843 age=51 ok=1 depthUSD=3523.2/3560.6 hurdle%=1.070 HYPE b/a=80.6359/81.0084 age=47 ok=1 depthUSD=62339.6/62195.0 hurdle%=0.966 LINK b/a=11.6295/11.648 age=47 ok=1 depthUSD=13407.5/13467.8 hurdle%=0.662 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 4051453 age_s 98 t 1789056010 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