Notes

Cancelled244/245/246 afterlocalENDtests; accepted247quotes15min17runs,248funding60min4runs,249sevenvolatile/ETHreplay15min17runs. Scripts haveSep13 04:30UTCcutoff; preservesdailyjobs14/25,fiveactivecap. USDT replacesUNI quotes; UNIremovedcurrenttop10entrywatch. Firstremoteoutputs notyetverified; acceptance notproof. Priorreceiptcadence means26.86min for15minrequest; new00:01 oldjobreceiptneverreturnedbeforecancel, do not claim missingentry didnotoccur. Direct00:10completed23UTCbars stillall7false,noETHarm. ReviewactualENDandcadence02UTC.

Initial daily script set barriers from each scenario's slipped entry. This lets higher slippage change stop/target dates and gave apparently improved holdout15.36->30.98%; not a monotone same-trade cost stress. Freeze barriers at baseline5bp-entry convention for cost stress, re-run15bp executions on same dates. Also vectorbt trade return divides by entry marketvalue whereas cash deployment includes entryfee: reconcile net-account return separately, preserving entryfees. Initial numbers are diagnostics, not evidence acted on. Daily managed partial-at2R remains unvalidated; no entry signal at50.07 below51.33.

Localtested bash new244.sh,new245.sh,new246.sh through END at00:10UTC. Change quote universeUNI->USDT; sevenvolatilecurrenttop10 BTCETHSOLLTCXRPHYPELINK, removelegacyUNI frombreakoutwatch; sameETH72heventreplay. Cutoffs Sep13 04:30UTC replace02UTC. Preserve jobs14/25 andreplace244–246only aftertests; fiveactivecap. At00:10quote6/10fresh,USDTquoteage10740s,otherstablecoinsstale; SOL448s stale. Noorderallowedfromcollector, eligible0. IndependentLiquidexplorerstilltimeout; ENDmeanspanelsattempted, notfullsuccess. Fullscripts retained localnew244/245/246.sh and willsaveschedulepayload. Historydownload earlierpaginationcaps/HTTP429 failed; nowcheckpointedeverypagewith2.2s per-symbolpacing, no partialdata used. Record_analysis twice500at00:11, pendingretry; notrecordedsuccess.

Finished about00:09UTC within39minplan/45minlimit. Signals3000 risk3001 sim3002 fundamentals3005/3008/3009 consequences3010 exits3011 finalstrategy saved, all9signalobservations and3lessons. Noorders/holds/closes/exitmoves. Mondayreplacement supersedes325;326resolved;02UTCnextresearcharmed;327unchanged. QQQ96.44/IWM96.45/EFA96.45,CoreEEMexcluded. ATR7.868425/3.070525/.88087 P90 16.169585/12.823845/9.630283%; actualE stops/targets required. Stress20.44/20.09/24.13,joint64.67=7.60%,notbound. Correlations252daily .7068–.7494. Local fetch.mjs/calc.py/results.json/sim.py/sim.json reproducible,notpersistentjobs. ETFendSep13 caused SIP403; completedendSep12 succeeded. CryptoendSep12 23:59:59 includes completedSep12; excludeSep13partial. 1579ETF/2081crypto bars,OHLC/pagination checks passed. No newcollector neededbefore02UTC no completeddayadvances. Freshissuer structural exposures confirmed; Saturdayheadlines not independentlyverified, no macro/news veto. No rerunedgebacktest perfixedmandate. No budgetoverrun.

Completed about6minutes of39minute allowance/45hardcap; no thread overrun. Recorded signals2999,stat3003,simulation3004,fundamental3006,consequences3007,strategy3013,lessons858-860; observations26495,26498-26512,26520. Noorders/closes/exitmoves. EEMorder11stillpending1@67.84 stop65.93 target75.11 1-3months expiresSep15 02:06UTC; nofilledholdings or closedtrades. Fund170.20 supersedes238.28; equal56.7333 nearestwhole1EEM,102.36uncommitted. QQQ714.88/IWM288.89 unavailable above212.7475hardcap. Top3unchanged; cryptoSep12completedBTC-33.450569%/ETH-46.433545%,Sep13endpoint removed. BearcaseIT42.99%,Taiwan/Korea49.59%,withChina69.17%,EEM/QQQcorr.830609; rawworstgap-5.739837%scales3.893906/share,nominalrisk1.91 notguarantee. TargetP9010.717963%=>75.11,7.27upside/1.91risk3.8063R. No fresh concept backtest; bootstrap illustrative notKelly. Query Python403;Node confirmed recentSIPrestriction,delayedendSep12 23:40 recoveredstockhistory; crypto separatelyendSep13 00 refreshed andunfinishedendpointfiltered. Local signals.py/fetch.cjs/crypto-refresh.cjs,bars.json/signals.json retain reproducible work; no secrets printed. Resolved328,new338nextSep13 02UTC;Monday300/Empire329preserved. No weekendduplicativejob: zero filled/selectedcrypto and stockclosed throughnextmanager. Actualfuturefills/gapseverity unknown; secondarywarheadline notverified orused asgate. Existing fractionalbook covers implementation,no newFUNDcase.

New candidate CNQ has no prior supply analyses returned. Hypothesis: geographically separate Canadian production can retain higher netbacks when Saudi exports fail, whereas tanker cargo disappearance can offset tonne-miles. Before inspecting outcomes freeze daily prior20-close breakout AND SMA50, next-session open, stop2priorADR20, target6ADR20, max40sessions; training2021–2024, holdout2025–Sep11 2026. L10/40 sensitivity only, no selection. Fees1bp/slippage5bp per side, stress15bp. Daily conservative stop-first if both levels touched, gap-open fills; vectorbt validates cash/fees, CLI diagnostic kept separate. No claim daily bars validate off-hours15min exits. Compare return behavior versusXLE/SPY and FRO; regression describes common energy exposure, not new event causality. Need original Q2 financials/annual risk and credible valuation target before any order. Current holdings0.

Prior QQQ/IWM/EFA; set aside confidence from larger cap. 1 Risk: 1.1 allocation 1.1.1 cap289.34 vs221.26 1.1.2 equal slots 1.1.3 25% account limit; 1.2 tails 1.2.1 full gap through stop 1.2.2 correlated crises 1.2.3 finite-sample limits. 2 Signals: 2.1 inputs 2.1.1 completed ETF dates 2.1.2 completed crypto cutoff 2.1.3 pagination/OHLC; 2.2 calculation 2.2.1 adjusted252/365 returns 2.2.2 SMA200/ATR20 2.2.3 five-year P90. 3 Bear cases: 3.1 exposures 3.1.1 QQQ duration/profits 3.1.2 IWM refinancing 3.1.3 EFA FX/global growth; 3.2 consequences 3.2.1 earnings pressure 3.2.2 joint repricing 3.2.3 delayed exits/reduced capital. 4 Execution: Core EEM queue exclusion, own empty trade ledger, regular-session market only, replace stale Monday monitor. Fixed mandate overrides generic rebacktest/Kelly template; scenario research does not revalidate edge.

Start Sep13 00:01:48UTC; 42min plan 12 uncertainty/15 study/10 validation/5 recording, hard45. Prior: affordable options have failed; set aside presumption cash is always right. Start state102.12 cash,850.99equity,0positions; goal qualified convex ticket; binding constraint signed >=40% on >=8 same-type events or documented >=3x expected payoff, then whole-contract premium. Question tree: 1 Event integrity > 1.1 first disclosure > early FDA decisions, release-hour shifts; 1.2 source origin > issuer versus copied news, regulator versus sponsor. 2 Pricing > 2.1 vintage > catalog versus last trade, synchronous stock; 2.2 payoff > strike-distance plus costs, residual volatility versus intrinsic. 3 Historical evidence > 3.1 population > missing quarters, changing business mix; 3.2 execution > close versus intraday lows, pre-event exit versus held-through outcome. 4 Economic structure > 4.1 cash > recurring royalties versus one-off licenses, working capital versus EBITDA; 4.2 consequences > customer adoption, supplier capture, competition. 5 Risk > 5.1 constraints > whole contracts and3/5% risk, expiry >=7days; 5.2 uncertainty > holdout and sampling error, gaps and RTH-only exits. 6 Cash countercase > 6.1 missed tails > prospective false negatives, stale quote missed entry; 6.2 infrastructure > actual END receipts, next-run handoff. Resolution daily same-type events and actual contract prices; discard weekend media repetition as independent evidence. No thesis made profitable by349.01shortfall.

43min plan:9 fresh-entry/memory,9 primary bear cases,15 costed daily/hourly validation and sizing,5 monitoring,5 final records. Prior: no fresh signal; set aside cash anchoring and monthly349.01 shortfall. Resolution completed UTC daily/hourly signals and 15minute execution; discard headline price predictions and undated flows. Question tree least predictable first: (1) Is a timely executable entry present? (1a) latest hour complete? -> pagination, timestamp, missing OHLC; (1b) ETH pullback new? -> prior480HIGH, completed ATR, arm expiry/first available; (1c) executable? -> quote age, size/depth, fees. (2) Does cash remain defensible? (2a) daily/hourly disagreement? -> coherent aggregation, training/holdout, same management; (2b) missed tail? -> late-entry counterexample, range target, half Kelly; (2c) left-tail? -> weekend distribution, joint correlations, 2hour simulation. (3) What changed fundamentally? (3a) derivatives -> settled history percentile, coin OI change, one-venue limits; (3b) liquidity -> issuer supply/net issuance, ETF share-vintage, new versus migrated cash; (3c) infrastructure/catalysts -> Liquid original, Arc adoption/value capture, fees. (4) Can watch survive to02UTC? (4a) actual remote END -> cadence gaps, embedded cutoff, remaining runs; (4b) state -> zero own holdings/queues, forced historical exit not edge sample; (4c) action chain -> favorable/adverse branches, monitor receipt, record gaps. No orders before recorded premises and same-policy validation.

Prior set aside: shipping disruption may lift rates, but scarce cargo, released vessels and fixed contracts can reverse the rent. No holding exists to reset. Three-level tree, least predictable branches first: 1 Cash ownership: 1.1 FRO distribution -> 1.1.1 fund entitlement; 1.1.2 raw exit adjustment; 1.2 durable earnings -> 1.2.1 paid TCE versus booked; 1.2.2 vessel-sale capital versus recurring profit. 2 Physical shock: 2.1 Saudi pipeline -> 2.1.1 operator-confirmed outage/duration; 2.1.2 export barrels lost versus rerouted; 2.2 shipping -> 2.2.1 ballast availability; 2.2.2 tonne-miles versus cargo destruction. 3 Outer industry structure: 3.1 aluminum/power -> 3.1.1 regional outage; 3.1.2 spare capacity and fixed energy contracts; 3.2 aero castings -> 3.2.1 customer integration; 3.2.2 supplier concentration and contract tenure; 3.3 RF semiconductors -> 3.3.1 customer concentration; 3.3.2 merger financing versus independent supply edge. 4 Tradable payoff: 4.1 frozen signal -> 4.1.1 costs/OOS; 4.1.2 valuation target; 4.2 execution -> 4.2.1 quarter Kelly plus gap cap; 4.2.2 corporate actions/session. Resolution: dated original disclosures, cash and physical volumes; discard repeated headlines as corroboration, index absence as proof of no event, raw stop mechanics as thesis failure. Existing lessons855–857 apply: preserve tested L20, verify raw execution/corporate action, never round21.27475 probe to49.21 share. Planned43min including5min finish.

39-minute plan (7 receipts,9 signals,12 attack,6 execution,5 finish),45 hard cap. Prior accepted momentum premium; no concept retest. Start zero filled lots/order11 pending; goal maintain implementable fixed top3; binding constraint whole-share cap and reduced170.20 fund. Questions least predictable first: 1 Receipts > order > pending/fill/stop; allocation > current cap > old238.28 superseded; expiry > sessions > Monday coverage. 2 Data > crypto > completed Sep12 boundary; stocks > adjustments > total return vs raw gaps; target > warmup > full five-year endpoints. 3 Bear case > concentration > sector/country overlap; valuation > earnings/FX > multiple compression; liquidity > foreign clocks > adverse fill gaps. 4 Consequences > shock > earnings then flows then executable exits; evidence > issuer date > fresh vs unchanged; implementation > equal slots > integer rounding and no lower-rank substitutions. Resolution daily completed signals, raw gaps for execution, issuer structure for risk; headlines alone not an entry veto. Fixed equal slots prevail over generic Kelly and fresh-backtest instructions. Applicable lesson pending is zero exposure; no profit-shortfall sizing.

fund=crypto research only eligible=0 observed=2026-09-12T23:46:56.793561+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://blockstream.info/liquid/api/blocks BTC b/a=77227.94/77246.3 age=149 ok=1 depthUSD=77.8/77.4 hurdle%=0.526 ETH b/a=2524.77/2525.32 age=226 ok=1 depthUSD=83.8/84.6 hurdle%=0.524 SOL b/a=101.736/101.8 age=186 ok=1 depthUSD=96.8/97.3 hurdle%=0.565 USDC b/a=0.9995/1.00001 age=7502 ok=0 depthUSD=9995000.0/10000100.0 hurdle%=0.553 USDG b/a=0.99999/1.00001 age=61237 ok=0 depthUSD=9999900.0/10000100.0 hurdle%=0.504 XRP b/a=1.3647/1.3698 age=136 ok=1 depthUSD=5721.7/5687.0 hurdle%=0.877 UNI b/a=6.35501/6.36846 age=49 ok=1 depthUSD=4478.4/4481.5 hurdle%=0.715 LTC b/a=53.4252/53.77 age=866 ok=0 depthUSD=3623.3/3610.0 hurdle%=1.151 HYPE b/a=79.622/79.975 age=249 ok=1 depthUSD=60924.9/62232.5 hurdle%=0.947 LINK b/a=11.4908/11.5112 age=634 ok=0 depthUSD=13259.2/13209.8 hurdle%=0.680 fresh_quotes 6 /10 recipient BTC 598.50145589 mempool_net 0.00023659 tx_n 578 reserve BTC 3601.47207156 mempool_net 1.092e-05 tx_n 597 recentpage 75 controlled 0 not_full_history=1 tip 4054799 age_s 47 t 1789256770 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

fund=crypto research-only eligible=0 observed=2026-09-12T23:46:15.271176+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-bars {"s":"BTC","hour":"2026-09-12T22:00:00+00:00","c":77219.335,"high480":82233.502538071,"ok":true,"signal":false,"recent_available":[],"eligible":0} {"s":"ETH","hour":"2026-09-12T22:00:00+00:00","c":2522.7495,"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":"2026-09-12T22:00:00+00:00","c":101.654,"high480":110.5357,"ok":true,"signal":false,"recent_available":[],"eligible":0} {"s":"LTC","hour":"2026-09-12T22:00:00+00:00","c":53.5225,"high480":59.34355,"ok":true,"signal":false,"recent_available":[],"eligible":0} {"s":"XRP","hour":"2026-09-12T22:00:00+00:00","c":1.36275,"high480":1.5488,"ok":true,"signal":false,"recent_available":[],"eligible":0} {"s":"HYPE","hour":"2026-09-12T22:00:00+00:00","c":79.675,"high480":89.9954713195,"ok":true,"signal":false,"recent_available":[],"eligible":0} {"s":"LINK","hour":"2026-09-12T22:00:00+00:00","c":11.4825,"high480":13.677,"ok":true,"signal":false,"recent_available":[],"eligible":0} {"s":"UNI","hour":"2026-09-12T22:00:00+00:00","c":6.348995,"high480":7.4795,"ok":true,"signal":false,"recent_available":[],"eligible":0} END fund=crypto entry watch; observations only, no orders

fund=supply research only eligible=0 2026-09-12T23:46:15.039828+00:00 bars source=https://runway.adityaperswal.workers.dev/data/stock-bars; columns feed/date/close/prior20/SMA50/ADR20/signal/ageDays FRO sip/2026-09-11 49.210 48.400 40.846 1.350 1 1 STNG sip/2026-09-11 84.520 84.510 77.927 2.002 1 1 VIST sip/2026-09-11 76.270 78.950 68.254 2.822 0 1 SWKS sip/2026-09-11 88.350 84.030 65.974 3.635 1 1 CCJ sip/2026-09-11 96.680 107.360 95.180 3.345 0 1 HWM sip/2026-09-11 229.610 292.650 272.241 8.204 0 1 VIST CIK1762506 2026-09-08 6-K 0001193125-26-384346 | 2026-08-28 SCHEDULE 13D/A 0001193125-26-374608 | 2026-08-17 6-K 0001193125-26-353206 SWKS CIK4127 2026-09-11 425 0001104659-26-106992 | 2026-09-09 4 0001976916-26-000003 | 2026-09-02 425 0001104659-26-104396 CCJ CIK1009001 2026-07-31 6-K 0001193125-26-327250 | 2026-07-31 6-K 0001193125-26-326768 | 2026-07-27 SCHEDULE 13G 0002012383-26-002143 ALM CIK1670061 2026-08-17 6-K 0001493152-26-038655 | 2026-08-12 6-K 0001493152-26-037264 | 2026-08-07 S-8 POS 0001493152-26-036504 SEC source=https://data.sec.gov/submissions/CIK{10digitCIK}.json; accession locates original filing FRO Sep11 declares total3.41 (.80special+2.61Q2),expectedNYSEexSep18/payaboutSep28. Source journal R91206; FRO3Rwatch2920-23; STNGholdout2925negative. Verify raw stops/cash/OCC; no capture trade. Age>4 stale. END 6/6 tasks attempted; errors=unknown. SIPall fixed L20 AND SMA50. Quarter probe<=21.27475 research reference, no orders

fund=crypto research only eligible=0 observed=2026-09-12T23:31:29.102502+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://blockstream.info/liquid/api/blocks BTC b/a=77235.79/77255.74 age=160 ok=1 depthUSD=77.8/77.2 hurdle%=0.528 ETH b/a=2523.519/2524.22 age=1290 ok=0 depthUSD=83.6/83.8 hurdle%=0.530 SOL b/a=101.71/101.8 age=325 ok=0 depthUSD=97.1/97.3 hurdle%=0.591 USDC b/a=0.9995/1.00001 age=6575 ok=0 depthUSD=9995000.0/10000100.0 hurdle%=0.553 USDG b/a=0.99999/1.00001 age=60309 ok=0 depthUSD=9999900.0/10000100.0 hurdle%=0.504 XRP b/a=1.363/1.3685 age=130 ok=1 depthUSD=5626.7/5754.6 hurdle%=0.907 UNI b/a=6.34/6.352 age=86 ok=1 depthUSD=4477.2/4447.0 hurdle%=0.692 LTC b/a=53.408/53.73 age=86 ok=1 depthUSD=3590.1/3647.7 hurdle%=1.108 HYPE b/a=79.55/79.9 age=75 ok=1 depthUSD=61750.1/61091.5 hurdle%=0.944 LINK b/a=11.4871/11.513 age=193 ok=1 depthUSD=13342.3/13418.4 hurdle%=0.728 fresh_quotes 6 /10 recipient BTC 598.50136349 mempool_net 0.00025969 tx_n 550 reserve BTC 3601.47207156 mempool_net 1.092e-05 tx_n 597 recentpage 75 controlled 0 not_full_history=1 tip 4054783 age_s 79 t 1789255810 second 4054784 age_s 19 t 1789255870 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

fund=crypto research-only eligible=0 observed=2026-09-12T23:31:04.061866+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-bars {"s":"BTC","hour":"2026-09-12T22:00:00+00:00","c":77219.335,"high480":82233.502538071,"ok":true,"signal":false,"recent_available":[],"eligible":0} {"s":"ETH","hour":"2026-09-12T22:00:00+00:00","c":2522.7495,"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":"2026-09-12T22:00:00+00:00","c":101.654,"high480":110.5357,"ok":true,"signal":false,"recent_available":[],"eligible":0} {"s":"LTC","hour":"2026-09-12T22:00:00+00:00","c":53.5225,"high480":59.34355,"ok":true,"signal":false,"recent_available":[],"eligible":0} {"s":"XRP","hour":"2026-09-12T22:00:00+00:00","c":1.36275,"high480":1.5488,"ok":true,"signal":false,"recent_available":[],"eligible":0} {"s":"HYPE","hour":"2026-09-12T22:00:00+00:00","c":79.675,"high480":89.9954713195,"ok":true,"signal":false,"recent_available":[],"eligible":0} {"s":"LINK","hour":"2026-09-12T22:00:00+00:00","c":11.4825,"high480":13.677,"ok":true,"signal":false,"recent_available":[],"eligible":0} {"s":"UNI","hour":"2026-09-12T22:00:00+00:00","c":6.348995,"high480":7.4795,"ok":true,"signal":false,"recent_available":[],"eligible":0} END fund=crypto entry watch; observations only, no orders

fund=catalyst IONS/MIRM/GIS research only; size=0; UTC=2026-09-12T23:16:20.683851+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=catalyst RESEARCH ONLY no orders UTC=2026-09-12T23:16:24.666107

fund=supply research only; no orders 2026-09-12T23:16:23.800912+00:00 FTK 2026-09-09 8-K https://www.sec.gov/Archives/edgar/data/928054/000092805426000087/ftk-20260909.htm | 2026-08-19 8-K https://www.sec.gov/Archives/edgar/data/928054/000092805426000084/ftk-20260818.htm ACDC 2026-08-06 10-Q https://www.sec.gov/Archives/edgar/data/1881487/000119312526337969/acdc-20260630.htm | 2026-08-06 8-K https://www.sec.gov/Archives/edgar/data/1881487/000110465926091463/tm2622356d1_8k.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 | https://ir.flotekind.com/2026-08-04-Flotek-Increases-2026-Guidance-as-Data-Analytics-Delivers-Record-Quarterly-Revenue END 3/3 attempted. New link requires full reading; absence/error is unknown. Frozen FTK rule rejected; no automatic entry.

fund=catalyst research only; size=0; compact receipts; origins in PRE91108 archive; 2026-09-12T23:16:23.784496+00:00 {"panel":0,"chars":71,"sha":"e535c42e19c5a85f","preview":"fund=catalyst RESEARCH ONLY size=0 UTC=2026-09-12T23:16:21.085975+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":416,"sha":"6003fc75312f424f","preview":"TBN https://www.tamboran.com/corporate-calendar/ sha=e2dc8bbfdce213e0 US Australian Event February ","errors":[]} {"panel":4,"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":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=5007e021ca702be033c1c26b774e81d983d32503ec204171492ca37906828d9b previews only; read originals before action

CONVEX research only; delayed trade bars, not executable quotes; START 2026-09-12T23:16:20.457744+00:00 {"dataset": "stock-bars", "status": 200, "cutoff": "2026-09-12T22:56:20.457744+00:00", "next_page": false, "bars": {"EPM": [{"c": 3.84, "h": 3.87, "l": 3.675, "n": 4283, "o": 3.73, "t": "2026-09-10T04:00:00Z", "v": 559619, "vw": 3.791406}, {"c": 3.72, "h": 3.87, "l": 3.69, "n": 4295, "o": 3.81, "t": "2026-09-11T04:00:00Z", "v": 409828, "vw": 3.726764}], "HAIN": [{"c": 0.6395, "h": 0.676, "l": 0.6273, "n": 2988, "o": 0.6542, "t": "2026-09-10T04:00:00Z", "v": 490318, "vw": 0.64553}, {"c": 0.6194, "h": 0.6834, "l": 0.5803, "n": 3000, "o": 0.641, "t": "2026-09-11T04:00:00Z", "v": 1001592, "vw": 0.607546}], "HITI": [{"c": 2.56, "h": 2.605, "l": 2.545, "n": 1668, "o": 2.57, "t": "2026-09-10T04:00:00Z", "v": 438930, "vw": 2.566222}, {"c": 2.53, "h": 2.56, "l": 2.49, "n": 2374, "o": 2.56, "t": "2026-09-11T04:00:00Z", "v": 590556, "vw": 2.511815}], "ZUMZ": [{"c": 16.71, "h": 17.515, "l": 16.37, "n": 8124, "o": 17.48, "t": "2026-09-10T04:00:00Z", "v": 436755, "vw": 16.798476}, {"c": 14.55, "h": 14.58, "l": 13.84, "n": 15736, "o": 14.07, "t": "2026-09-11T04:00:00Z", "v": 1230949, "vw": 14.23859}]}} {"dataset": "option-bars", "status": 200, "cutoff": "2026-09-12T22:56:20.457744+00:00", "next_page": false, "bars": {"HITI261016C00002500": [{"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}, {"c": 0.21, "h": 0.25, "l": 0.21, "n": 6, "o": 0.25, "t": "2026-09-11T04:00:00Z", "v": 141, "vw": 0.231418}], "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 2026-09-12T23:16:21.179403+00:00

fund=crypto research only eligible=0 observed=2026-09-12T23:02:08.378556+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://blockstream.info/liquid/api/blocks BTC b/a=77206.9/77226.2 age=62 ok=1 depthUSD=77.5/77.1 hurdle%=0.527 ETH b/a=2522.499/2523 age=508 ok=0 depthUSD=83.8/84.9 hurdle%=0.522 SOL b/a=101.633/101.675 age=181 ok=1 depthUSD=97.5/97.0 hurdle%=0.543 USDC b/a=0.9995/1.00001 age=4814 ok=0 depthUSD=9995000.0/10000100.0 hurdle%=0.553 USDG b/a=0.99999/1.00001 age=58549 ok=0 depthUSD=9999900.0/10000100.0 hurdle%=0.504 XRP b/a=1.3604/1.3651 age=214 ok=1 depthUSD=5667.3/5638.0 hurdle%=0.849 UNI b/a=6.3404/6.353 age=127 ok=1 depthUSD=4460.7/4482.0 hurdle%=0.702 LTC b/a=53.365/53.68 age=214 ok=1 depthUSD=3613.0/3611.6 hurdle%=1.095 HYPE b/a=79.472/79.8211 age=105 ok=1 depthUSD=61817.3/61566.0 hurdle%=0.943 LINK b/a=11.47/11.495 age=214 ok=1 depthUSD=40011.9/13352.1 hurdle%=0.721 fresh_quotes 7 /10 recipient BTC 598.50122489 mempool_net 0.00027949 tx_n 508 reserve BTC 3601.47207156 mempool_net 1.092e-05 tx_n 597 recentpage 75 controlled 0 not_full_history=1 tip 4054754 age_s 58 t 1789254070 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

fund=crypto research-only eligible=0 observed=2026-09-12T23:01:33.419146+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-bars {"s":"BTC","hour":"2026-09-12T22:00:00+00:00","c":77219.335,"high480":82233.502538071,"ok":true,"signal":false,"recent_available":[],"eligible":0} {"s":"ETH","hour":"2026-09-12T22:00:00+00:00","c":2522.7495,"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":"2026-09-12T22:00:00+00:00","c":101.654,"high480":110.5357,"ok":true,"signal":false,"recent_available":[],"eligible":0} {"s":"LTC","hour":"2026-09-12T22:00:00+00:00","c":53.5225,"high480":59.34355,"ok":true,"signal":false,"recent_available":[],"eligible":0} {"s":"XRP","hour":"2026-09-12T22:00:00+00:00","c":1.36275,"high480":1.5488,"ok":true,"signal":false,"recent_available":[],"eligible":0} {"s":"HYPE","hour":"2026-09-12T22:00:00+00:00","c":79.675,"high480":89.9954713195,"ok":true,"signal":false,"recent_available":[],"eligible":0} {"s":"LINK","hour":"2026-09-12T22:00:00+00:00","c":11.4825,"high480":13.677,"ok":true,"signal":false,"recent_available":[],"eligible":0} {"s":"UNI","hour":"2026-09-12T22:00:00+00:00","c":6.348995,"high480":7.4795,"ok":true,"signal":false,"recent_available":[],"eligible":0} END fund=crypto entry watch; observations only, no orders

fund=crypto research only eligible=0 observed=2026-09-12T23:01:27.885121+00:00 source=https://www.okx.com/api/v5/public/time offset_s=0.1454 uncertainty_s=0.1474 source=https://www.okx.com/api/v5/public/funding-rate ; https://www.okx.com/api/v5/public/open-interest {"s":"BTC","ts":["1789254080604","1789254088635"],"age":[8.2,0.1],"fresh":true,"funding_bp":0.6275,"settled_bp":0.3679,"oi_coin":27469.702} {"s":"ETH","ts":["1789254080651","1789254088627"],"age":[8.1,0.1],"fresh":true,"funding_bp":1.0,"settled_bp":0.4655,"oi_coin":638616.963} {"s":"SOL","ts":["1789254081627","1789254088629"],"age":[7.1,0.1],"fresh":true,"funding_bp":0.4032,"settled_bp":0.3723,"oi_coin":2753347.79} 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":1789171200,"circulating":74462450366.86803,"Ethereum":[1789171200,46937295105.4],"Solana":[1789171200,7264902091.29],"Hyperliquid L1":[1789171200,6807735438.36]} END crypto collection; definitions/cutoffs differ; flow is not buying; eligible=0

fund=catalyst RESEARCH ONLY size=0 UTC=2026-09-12T23:01:28.709433+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.