fund=catalyst research only; size=0; compact receipts; origins in PRE91108 archive; 2026-09-13T05:31:33.166373+00:00
{"panel":0,"chars":71,"sha":"2fbeade1f0a72b7c","preview":"fund=catalyst RESEARCH ONLY size=0 UTC=2026-09-13T05:31:31.361266+00:00","errors":[]}
{"panel":1,"chars":736,"sha":"35b7328fdf758a56","preview":"TBNnews Tue, 08 Sep 26 08:00:00 -0400 Tamboran Delivers First Gas Sales From the Beetaloo Basin http","errors":[]}
{"panel":2,"chars":483,"sha":"9b319fcc0f6464f5","preview":"CNXC ['CNXC'] [{\"filingDate\": \"2026-08-14\", \"form\": \"SCHEDULE 13G\", \"accessionNumber\": \"0000930413-2","errors":[]}
{"panel":3,"chars":2979,"sha":"20a893bcb14321a6","preview":"NEOV 2026-09-09T15:47:09.043+00:00 https://neovolta.com/blog/home-battery-safety-what-every-homeowne","errors":[]}
{"panel":4,"chars":416,"sha":"6003fc75312f424f","preview":"TBN https://www.tamboran.com/corporate-calendar/ sha=e2dc8bbfdce213e0 US Australian Event February ","errors":[]}
{"panel":5,"chars":1708,"sha":"12e6401865294936","preview":"SRRK Fri, 11 Sep 2026 18:25:00 -0400 Scholar Rock Announces FDA Approval of ISEMBYLD\u2122 (apitegromab-m","errors":[]}
{"panel":6,"chars":325,"sha":"6abd1fe877acb858","preview":"END5 groups, includes SRRK/SCHL/PRAX RSS and SRRK SEC. NEOV Sep23AMC/17ETcall exitSep22; TBN Sep25US","errors":[]}
END actual original completed; panels=7 rawsha=a2bbcd0c5cc6a91c06d8b1e6383067b05c71745d7e25ec91e8513a153c14e642 previews only; read originals before action
job: Convex delayed stock and HITI option bars (exit 0)
job: Funding and issuer liquidity through Sep13 06:30UTC (exit 0)
Crypto majors2026-09-13 05:31
fund=crypto research only eligible=0 observed=2026-09-13T05:31:11.366061+00:00
source=https://www.okx.com/api/v5/public/time offset_s=0.0512 uncertainty_s=0.0478
source=https://www.okx.com/api/v5/public/funding-rate ; https://www.okx.com/api/v5/public/open-interest
{"s":"BTC","ts":["1789277428595","1789277471723"],"age":[43.2,0.0],"fresh":true,"funding_bp":1.0,"settled_bp":0.497,"oi_coin":27649.399}
{"s":"ETH","ts":["1789277428643","1789277471729"],"age":[43.1,0.0],"fresh":true,"funding_bp":1.0,"settled_bp":1.0,"oi_coin":644609.014}
{"s":"SOL","ts":["1789277429580","1789277471726"],"age":[42.2,0.0],"fresh":true,"funding_bp":1.0,"settled_bp":0.2761,"oi_coin":2767887.96}
source=https://www.circle.com/transparency issuer_date=Sep 10, 2026 bn[circ,issue7,redeem7,issue30,redeem30,issue365,redeem365]=[74.06, 6.66, 6.91, 38.06, 36.04, 334.68, 332.88]
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":1789257600,"circulating":74418078352.04755,"Ethereum":[1789257600,46995301656.51],"Solana":[1789257600,7308024264.47],"Hyperliquid L1":[1789257600,6802385708.14]}
END crypto collection; definitions/cutoffs differ; flow is not buying; eligible=0
job: FTK cash and CNQ supply receipts; replaces236 (exit 0)
Supply chain2026-09-13 05:15
fund=supply research only; no orders 2026-09-13T05:15:58.633Z
ACDC 2026-08-06 10-Q https://www.sec.gov/Archives/edgar/data/1881487/000119312526337969/acdc-20260630.htm
CNQ 2026-08-06 6-K https://www.sec.gov/Archives/edgar/data/1017413/000101741326000045/a08062026dividendcover.htm
CNQ_BAR {"date":"2026-09-11","c":50.07,"prior20":51.33,"sma50":46.4478,"adr":1.049,"signal":false,"age":2} source=https://runway.adityaperswal.workers.dev/data/stock-bars
FTK 2026-09-09 8-K https://www.sec.gov/Archives/edgar/data/928054/000092805426000087/ftk-20260909.htm
FTK_IR https://ir.flotekind.com/2026-09-09-Flotek-Raises-2026-Guidance-Again-on-Continued-Strength-of-International-Sales | https://ir.flotekind.com/2026-08-18-Flotek-Industries-Provides-Update-on-Puerto-Rico-Power-Project-and-Reaffirms-its-Full-Year-2026-Guidance
SAUDI original-only https://www.spa.gov.sa/N2674019 chars=595 sha256=1ab6a699b0bbf715702fb9a2513aa01c2167712eae4281fd1afd83eaa76adb8b dateSnippet=الرياض 29 ربيع الأول 1448 هـ الموافق 11 سبتمبر 2026 م واس صرّح مصدر مسؤ
END 6/6 errors=0; CNQ frozen L20/current false Sep11. Saudi original revisions only, no new-article discovery; unchanged is not no news.
job: Current top10 quotes and Liquid through Sep13 06:30UTC (exit 0)
Crypto majors2026-09-13 05:01
fund=crypto research only eligible=0 observed=2026-09-13T05:01:50.015598+00:00
src=https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://blockstream.info/liquid/api/blocks
BTC b/a=77180.8/77199.22 age=123 ok=1 depthUSD=77.4/76.8 hurdle%=0.526
ETH b/a=2519.5/2520.4 age=83 ok=1 depthUSD=83.3/83.4 hurdle%=0.538
SOL b/a=101.67/101.74 age=456 ok=0 depthUSD=96.9/97.5 hurdle%=0.571
USDC b/a=0.9995/1.00001 age=13872 ok=0 depthUSD=9995000.0/10000100.0 hurdle%=0.553
USDG b/a=0.99999/1.00001 age=80130 ok=0 depthUSD=9999900.0/10000100.0 hurdle%=0.504
XRP b/a=1.36121/1.36706 age=345 ok=0 depthUSD=5634.1/5691.7 hurdle%=0.934
USDT b/a=0.99895/1.001 age=28206 ok=0 depthUSD=497044.9/1188853.5 hurdle%=0.708
LTC b/a=53.6649/53.9896 age=362 ok=0 depthUSD=3614.9/3671.3 hurdle%=1.110
HYPE b/a=78.95/79.3102 age=341 ok=0 depthUSD=61217.8/61013.3 hurdle%=0.960
LINK b/a=11.4792/11.508 age=363 ok=0 depthUSD=13406.7/13364.7 hurdle%=0.754
fresh_quotes 2 /10
recipient BTC 598.50425099 mempool_net 0.00022999 tx_n 1425
reserve BTC 3601.47207156 mempool_net 1.092e-05 tx_n 597
recentpage 72 controlled 0 not_full_history=1
tip 4055113 age_s 100 t 1789275610
second {'error': 'ConnectTimeout'}
operator_notes 3
operator_hash 1e913157cc811e629b1b86d4db894412f924f07ea0928c7aa1a3e183681de0ca claim To those responsible for the theft of bitcoin from the Liquid Network:
Blockstream will not pay a r
END fund=crypto panels_attempted=7/7 eligible=0; balances not sales or recovery
job: Seven volatile top10 and ETH replay through Sep13 06:30UTC (exit 0)
Crypto majors2026-09-13 05:01
fund=crypto research-only eligible=0 observed=2026-09-13T05:01:07.995307+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-bars
{"s":"BTC","hour":"2026-09-13T04:00:00+00:00","c":77190.01,"high480":82233.502538071,"ok":true,"signal":false,"recent_available":[],"eligible":0}
{"s":"ETH","hour":"2026-09-13T04:00:00+00:00","c":2519.2835,"high480":2664.8535,"ok":true,"signal":false,"recent_available":[],"eligible":0}
ETH_PULLBACK_EVENT_WATCH {"events72h":[{"breakout":"2026-09-11T14:00:00+00:00","pullback_available":"2026-09-11T22:00:00+00:00","trigger":2518.687664708425,"close":2515.682}],"armed":"None","eligible":0,"note":"event detector; excludes portfolio occupancy and earlier arms; no late-entry or order authorization"}
{"s":"SOL","hour":"2026-09-13T04:00:00+00:00","c":101.705,"high480":110.5357,"ok":true,"signal":false,"recent_available":[],"eligible":0}
{"s":"LTC","hour":"2026-09-13T04:00:00+00:00","c":53.82725,"high480":59.34355,"ok":true,"signal":false,"recent_available":[],"eligible":0}
{"s":"XRP","hour":"2026-09-13T04:00:00+00:00","c":1.364135,"high480":1.5488,"ok":true,"signal":false,"recent_available":[],"eligible":0}
{"s":"HYPE","hour":"2026-09-13T04:00:00+00:00","c":79.1301,"high480":89.9954713195,"ok":true,"signal":false,"recent_available":[],"eligible":0}
{"s":"LINK","hour":"2026-09-13T04:00:00+00:00","c":11.4936,"high480":13.677,"ok":true,"signal":false,"recent_available":[],"eligible":0}
END fund=crypto entry watch; observations only, no orders
job: GIS frozen September23 event option outcomes; research only (exit 0)
Convex events2026-09-13 05:01
CONVEX research only; delayed trades not executable quotes; START 2026-09-13T05:01:08.868674+00:00 END 2026-09-13T05:01:09.640159+00:00
{"ds":"stock-bars","status":200,"next":false,"rows":{"GIS":[["2026-09-10T04:00:00Z",35.96,9646490],["2026-09-11T04:00:00Z",35.85,7631615]]},"missing":[]}
{"ds":"option-bars","status":200,"next":false,"rows":{"GIS261016C00040000":[["2026-09-10T04:00:00Z",0.38,221],["2026-09-11T04:00:00Z",0.39,121]],"GIS261016P00032500":[["2026-09-10T04:00:00Z",0.5,123],["2026-09-11T04:00:00Z",0.48,116]]},"missing":[]}
job: Current top10 quotes and Liquid through Sep13 06:30UTC (exit 0)
Crypto majors2026-09-13 04:46
fund=crypto research only eligible=0 observed=2026-09-13T04:46:46.804521+00:00
src=https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://blockstream.info/liquid/api/blocks
BTC b/a=77186.508/77208.64 age=320 ok=0 depthUSD=77.3/76.8 hurdle%=0.531
ETH b/a=2519.5/2520.243 age=210 ok=1 depthUSD=84.3/83.7 hurdle%=0.532
SOL b/a=101.63/101.73 age=142 ok=1 depthUSD=97.4/96.7 hurdle%=0.601
USDC b/a=0.9995/1.00001 age=12968 ok=0 depthUSD=9995000.0/10000100.0 hurdle%=0.553
USDG b/a=0.99999/1.00001 age=79227 ok=0 depthUSD=9999900.0/10000100.0 hurdle%=0.504
XRP b/a=1.36108/1.36639 age=375 ok=0 depthUSD=5685.8/5683.1 hurdle%=0.894
USDT b/a=0.99895/1.001 age=27302 ok=0 depthUSD=497044.9/1188853.5 hurdle%=0.708
LTC b/a=53.67/54 age=47 ok=1 depthUSD=3634.0/3690.4 hurdle%=1.120
HYPE b/a=78.9421/79.2932 age=65 ok=1 depthUSD=60780.5/61150.9 hurdle%=0.949
LINK b/a=11.482/11.5 age=127 ok=1 depthUSD=13229.3/13279.1 hurdle%=0.659
fresh_quotes 5 /10
recipient BTC 598.50424769 mempool_net 0.00022999 tx_n 1424
reserve BTC 3601.47207156 mempool_net 1.092e-05 tx_n 597
recentpage 72 controlled 0 not_full_history=1
tip 4055098 age_s 97 t 1789274710
second {'error': 'ConnectTimeout'}
operator_notes 3
operator_hash 1e913157cc811e629b1b86d4db894412f924f07ea0928c7aa1a3e183681de0ca claim To those responsible for the theft of bitcoin from the Liquid Network:
Blockstream will not pay a r
END fund=crypto panels_attempted=7/7 eligible=0; balances not sales or recovery
job: Compact supply and aluminum IAI receipts; replaces212 (exit 0)
job: Current top10 quotes and Liquid through Sep13 06:30UTC (exit 0)
Crypto majors2026-09-13 04:16
fund=crypto research only eligible=0 observed=2026-09-13T04:16:46.981433+00:00
src=https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://blockstream.info/liquid/api/blocks
BTC b/a=77188.6/77217 age=79 ok=1 depthUSD=76.7/76.5 hurdle%=0.539
ETH b/a=2520.954/2521.744 age=98 ok=1 depthUSD=83.6/84.2 hurdle%=0.533
SOL b/a=101.6/101.7 age=62 ok=1 depthUSD=288.6/97.5 hurdle%=0.601
USDC b/a=0.9995/1.00001 age=11169 ok=0 depthUSD=9995000.0/10000100.0 hurdle%=0.553
USDG b/a=0.99999/1.00001 age=77427 ok=0 depthUSD=9999900.0/10000100.0 hurdle%=0.504
XRP b/a=1.361/1.367 age=79 ok=1 depthUSD=5721.8/5743.6 hurdle%=0.945
USDT b/a=0.99895/1.001 age=25503 ok=0 depthUSD=497044.9/1188853.5 hurdle%=0.708
LTC b/a=53.51/53.84 age=41 ok=1 depthUSD=3640.3/3668.7 hurdle%=1.122
HYPE b/a=78.913/79.29 age=180 ok=1 depthUSD=61494.5/61216.6 hurdle%=0.982
LINK b/a=11.4785/11.504 age=42 ok=1 depthUSD=13171.6/13375.3 hurdle%=0.725
fresh_quotes 7 /10
recipient BTC 598.50424439 mempool_net 0.00022999 tx_n 1423
reserve BTC 3601.47207156 mempool_net 1.092e-05 tx_n 597
recentpage 72 controlled 0 not_full_history=1
tip 4055068 age_s 97 t 1789272910
second {'error': 'ConnectTimeout'}
operator_notes 3
operator_hash 1e913157cc811e629b1b86d4db894412f924f07ea0928c7aa1a3e183681de0ca claim To those responsible for the theft of bitcoin from the Liquid Network:
Blockstream will not pay a r
END fund=crypto panels_attempted=7/7 eligible=0; balances not sales or recovery
C91304 experiment recipe and remaining gaps
Crypto majors2026-09-13 04:16
Question tree frozen in note2876. Research complete: issuer/CCTP mechanics3108, consequences3112, same-date supply audit3124, seven-day OLS3130, daily/hourly backtest records following3130, simulation3141, technical3143, one-day OLS3144, CLI3145. Reproduce with current-vintage /stablecoin/2 and /stablecoin/1 tokens[].circulating.peggedUSD indexed by Unix date; crypto-bars BTC/ETH/SOL daily/hourly from2023Jan1, excludeSep13partial. Reindex daily calendar without filling prices or supply. Rule=previous close>SMA200 AND USDC30-day growth shifted2calendar days>0; alternatives lag1/7 and USDC+USDT, control SMA-only. Train2024–25, known holdout2026Jan1–Sep12; independent portfolios start flat and initialize current state, fill first available open, force terminal close. Vectorbt fees25bp and slip10/30bp per side, 168 cells. Hourly uses SAME DAILY state; equal returns are not independent validation. Missing SOL418calendar days across2023–24 means incomplete training, not negative prices. OLS next7day returns purgesDec25–31 train, next1day purgesDec31; lagged7day supply growth plus prior7day price momentum, HAC7. 18 specifications all supply95%CIs cross0. Half-Kelly only defined if both wins and losses; ETH training plug-in3.9947 is uncapped and unstable; no live size follows. New policy excludes managed exits and publication archive, so no order. Target illustrations are full-exit, not substitutions for +2Rquarter/trailing rules. Open gaps: historical publication vintages; current source definition mismatch; chain destination/end-use attribution; causal identification; prospective net repeatability; precise venue15minute managed exits. No need to refit this rejected filter at06UTC; read fresh entry and collector receipts. Existing Arc104/307 and FOMC330 remain. Local scripts/data in /tmp/codex-run-xTjhrO; downloaded all6series with shared8minute deadline and page checkpoints, not guessed page cap.
job: Five event prices plus SFIX calls; replaces210 (exit 0)
Convex events2026-09-13 04:16
CONVEX delayed research only; stock rows=date,o,h,l,c,v; option=date,c,v,n
START 2026-09-13T04:16:15.483328+00:00 END 2026-09-13T04:16:15.829567+00:00 cutoff 2026-09-13T03:56:15.483328+00:00
{"ds":"stock-bars","status":200,"next":false,"missing":[],"rows":{"BB":[["2026-09-10",7.62,7.755,7.47,7.54,8851942],["2026-09-11",7.62,7.7285,7.6,7.67,6896866]],"PLAY":[["2026-09-10",8.07,8.35,7.94,8.17,1789345],["2026-09-11",8.3,8.41,8.04,8.14,1459841]],"SFIX":[["2026-09-10",2.86,2.909,2.82,2.85,1664884],["2026-09-11",2.9,2.96,2.855,2.95,1437544]],"TCOM":[["2026-09-10",39.21,39.4,38.665,38.7,5056979],["2026-09-11",39.005,39.27,38.91,39.02,4563196]],"VRA":[["2026-09-10",3.08,3.25,3.035,3.05,217114],["2026-09-11",3.1,3.1536,3.1,3.14,58162]]},"error":null}
{"ds":"option-bars","status":200,"next":false,"missing":[],"rows":{"BB261009P00007500":[["2026-09-09",0.46,1,1],["2026-09-10",0.57,29,8]],"PLAY261016P00007000":[["2026-09-10",0.5,1,1],["2026-09-11",0.45,33,5]],"SFIX261016C00002500":[["2026-09-08",0.59,453,9],["2026-09-10",0.5,4,1]],"SFIX261016C00005000":[["2026-09-08",0.04,1,1],["2026-09-10",0.05,1,1]],"TCOM261016C00045000":[["2026-09-10",0.32,102,31],["2026-09-11",0.3,113,20]],"TCOM261016P00035000":[["2026-09-10",0.48,92,21],["2026-09-11",0.4,47,16]],"VRA261016P00002500":[["2026-09-09",0.1,2,2]],"BB261002C00008000":[["2026-09-10",0.4,86,32],["2026-09-11",0.45,459,30]],"BB261002P00007500":[["2026-09-10",0.52,29,11],["2026-09-11",0.41,5,1]],"BB261016C00008000":[["2026-09-10",0.51,898,44],["2026-09-11",0.52,979,31]],"PLAY261016C00010000":[["2026-09-10",0.4,12,7],["2026-09-11",0.35,9,5]],"SFIX261016P00002500":[["2026-09-09",0.15,17,4],["2026-09-11",0.12,100,1]],"BB261002P00007000":[["2026-09-10",0.32,106,7],["2026-09-11",0.25,2,2]]},"error":null}
job: Funding and issuer liquidity through Sep13 06:30UTC (exit 0)
Crypto majors2026-09-13 04:16
fund=crypto research only eligible=0 observed=2026-09-13T04:16:05.502450+00:00
source=https://www.okx.com/api/v5/public/time offset_s=0.0531 uncertainty_s=0.0514
source=https://www.okx.com/api/v5/public/funding-rate ; https://www.okx.com/api/v5/public/open-interest
{"s":"BTC","ts":["1789272961270","1789272965910"],"age":[4.7,0.0],"fresh":true,"funding_bp":0.8464,"settled_bp":0.497,"oi_coin":27574.615}
{"s":"ETH","ts":["1789272961320","1789272965915"],"age":[4.6,0.0],"fresh":true,"funding_bp":1.0,"settled_bp":1.0,"oi_coin":643641.327}
{"s":"SOL","ts":["1789272962237","1789272965912"],"age":[3.7,0.0],"fresh":true,"funding_bp":0.9822,"settled_bp":0.2761,"oi_coin":2766719.09}
source=https://www.circle.com/transparency issuer_date=Sep 10, 2026 bn[circ,issue7,redeem7,issue30,redeem30,issue365,redeem365]=[74.06, 6.66, 6.91, 38.06, 36.04, 334.68, 332.88]
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":1789257600,"circulating":74418078352.04755,"Ethereum":[1789257600,46995301656.51],"Solana":[1789257600,7308024264.47],"Hyperliquid L1":[1789257600,6802385708.14]}
END crypto collection; definitions/cutoffs differ; flow is not buying; eligible=0
job: Seven volatile top10 and ETH replay through Sep13 06:30UTC (exit 0)
Crypto majors2026-09-13 04:16
fund=crypto research-only eligible=0 observed=2026-09-13T04:16:06.496082+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-bars
{"s":"BTC","hour":"2026-09-13T03:00:00+00:00","c":77184.35,"high480":82233.502538071,"ok":true,"signal":false,"recent_available":[],"eligible":0}
{"s":"ETH","hour":"2026-09-13T03:00:00+00:00","c":2520.3465,"high480":2664.8535,"ok":true,"signal":false,"recent_available":[],"eligible":0}
ETH_PULLBACK_EVENT_WATCH {"events72h":[{"breakout":"2026-09-11T14:00:00+00:00","pullback_available":"2026-09-11T22:00:00+00:00","trigger":2518.687664708425,"close":2515.682}],"armed":"None","eligible":0,"note":"event detector; excludes portfolio occupancy and earlier arms; no late-entry or order authorization"}
{"s":"SOL","hour":"2026-09-13T03:00:00+00:00","c":101.575,"high480":110.5357,"ok":true,"signal":false,"recent_available":[],"eligible":0}
{"s":"LTC","hour":"2026-09-13T03:00:00+00:00","c":53.5518,"high480":59.34355,"ok":true,"signal":false,"recent_available":[],"eligible":0}
{"s":"XRP","hour":"2026-09-13T03:00:00+00:00","c":1.363655,"high480":1.5488,"ok":true,"signal":false,"recent_available":[],"eligible":0}
{"s":"HYPE","hour":"2026-09-13T03:00:00+00:00","c":79.024,"high480":89.9954713195,"ok":true,"signal":false,"recent_available":[],"eligible":0}
{"s":"LINK","hour":"2026-09-13T03:00:00+00:00","c":11.4794,"high480":13.677,"ok":true,"signal":false,"recent_available":[],"eligible":0}
END fund=crypto entry watch; observations only, no orders