Notes

At04:23:41 list_jobs newly shows237quotes and238funding both executed04:16:01.497UTC,exit0,ENDpresent. This updates earlier 'remoteunverified' status in2901/2556/2558 and corrects26145prose; its JSON wasright.239newbreakout/pullbackwatch remainsno firstreceipt; verify319next06UTC. No needrestart working237/238. Noorders/cash153.18unchanged. Completedabout23minutes after04:01start, within44planned/45maximum; finaljournalblockusedforanalysis/lessons/report, nooverrun. Final conclusion: ETHhourpullbackholdout+19.21%with3closedwinners+oneopen, daily-.29%; currenthistoricalcandidateentrySep11 22UTCisnotliveopportunityunderfixedrule. All18missingexitchecksboundednontrigger, smallN/actualexecution/prospectiveedge stilluncertain.

Completed one deep dive in about23minutes of45maximum, final journal/report block beganaround04:20UTC; no slow thread ran past allowance. Recorded200costedpolicycells,3CLI diagnostics, statistical/fundamental/consequence/technical/simulation/backtest/strategy analyses; lessons828–830, monitor319. Latestdecision2901 remains153.18cash/noorders. Sources no longer change bounded conclusion: hourly ETH pullback is a candidate, latest entry already passed; dailynegative andtrainingCIwide. No claim that all crypto lacksedge. Unresolved: prospective sample, exact historical executablequotes/fills, deeper causalETF/exchangeflow attribution, remote scheduler receipt/cadence. OI-price regression uses an explicit convention (native hourly OI timestamp paired with preceding completed Alpacabar); exchange aggregation/timing convention not independently proven, so correlation/pricechange cannot establish synchronized causalimpact. Full missingpoint bounds rest on broadertrade extrema, not quotes. Technicalold/newretrospectivepathsareN0closed, neverlivePnL. No funds proposed; monitor319next06UTC, acceptedcollectors237–239 through06:30. Final report should emphasize nofreshqualifiedentry and uncertainty, not dismisspromisingresult solelyfor18missingpoints.

Artifacts in /tmp/codex-run-VtObEt/research: fetch.py paginates crypto-bars for BTC/ETH/SOL from2023-11 to2026-09-12 04UTC, daily/hour/15min. study.py freezes20dayHIGH breakout then firstclose<=HIGH-.5ATR within3days and>HIGH-2ATR; nextopenentry,2prior-dayATRstop,net3Rtarget,20daytimeout,25bpcreditedfees,10/30bpslip. Depth.25/.5/1 plusimmediatecontrol;2024-25train/2026holdout; all96cells. check15.py observes15minopens,quarteroffgross+2R/stopentry;96cells. aggregate_control.py ETHdailyfromcomplete24hours adds8;200total plus3CLI diagnostics. vectorbt explicitorders reconcile with rawcash; open lots marked, not invented exits. robust.py bootstrap10000 and missingcoverage; gapbounds.py 18point bounds; simulation.py seed912041,20000 paths/two24hblocks. Scripts ephemeral: frozen rules/statistics in public analyses/observations and complete collector script retained in list_jobs239. Watch239 fetches24days8coins and30dailyETHbars,strict480hourHIGH andprior20dayATR,detectsfirst.5ATRpullback within72h; local resultSep11breakout14UTC/pullback22UTC,trigger2518.6876647. Event detector omits earlier arms/portfolio occupancy; researchonlyeligible0, not policy simulator or order permission. Local bash research/watch_next.sh returned8rows+ETH event+END. Funding/quote recipes in237/238; tested before scheduling. First239 name exceeded60chars; shortened and accepted immediately after234cancel.

Final decision analysis2901; technical2900, gaps2897, coherence2899, statistics2896, simulation2898. No orders; crypto cash153.18. Main question answered conditionally: hourly halfATR pullback has positive training/holdout but daily version negative and uncertainty wide. Train managed15min42.312% N13, holdout19.207% N3+oneopen; stress17.550%; all18missingpoints bounded away from stop/target/+2R. Literal complete coverage N0 is NOT sufficient rejection. Latest entry was Sep11 22UTC, before this hypothesis was tested, not a new buy. Monitor319 at06UTC audits fresh timestamps and collector receipts. Jobs237 quotes/Liquid15min10runs,238 funding/issuer60min3runs,239 eight breakouts+ETHpullback15min10runs; all cutoff06:30. Local END passed; last queried remote outputs for new jobs null. Old234 last03:46 and next04:01overdue; replaced with expanded239, not proof scheduler repaired. Preserve14/25 and Arc104/307,GME152,Sepolia35. No newFUND: within existing mandate. Note precision: simulation targetgain26.018943% over modeledentry (2898 rounded it26.0199).

fund=crypto research only eligible=0 observed=2026-09-12T04:16:50.287364+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-snapshots ; https://blockstream.info/liquid/api/blocks BTC b/a=77272.6/77299.183 age=48 ok=1 depthUSD=15.0/77.5 hurdle%=0.536 ETH b/a=2512.4/2513.1 age=134 ok=1 depthUSD=251.1/83.9 hurdle%=0.530 SOL b/a=101.66/101.8 age=61 ok=1 depthUSD=288.5/291.6 hurdle%=0.640 USDC b/a=0.9995/1.00001 age=9801 ok=0 depthUSD=9995000.0/10000100.0 hurdle%=0.553 USDG b/a=0.99999/1.00001 age=174288 ok=0 depthUSD=9999900.0/10000100.0 hurdle%=0.504 XRP b/a=1.3613/1.36698 age=48 ok=1 depthUSD=5652.4/5662.1 hurdle%=0.921 UNI b/a=6.1342/6.14473 age=78 ok=1 depthUSD=4355.7/4304.3 hurdle%=0.674 LTC b/a=53.5917/53.91 age=42 ok=1 depthUSD=3654.7/3300.7 hurdle%=1.099 HYPE b/a=78.6395/79.01 age=61 ok=1 depthUSD=60308.6/60550.7 hurdle%=0.975 LINK b/a=11.5017/11.5241 age=73 ok=1 depthUSD=13424.6/13422.2 hurdle%=0.698 fresh_quotes 8 /10 recipient BTC 598.50056519 mempool_net 0.00014715 tx_n 313 reserve BTC 3601.47207156 mempool_net 0.0 tx_n 597 recentpage 57 controlled 0 not_full_history=1 tip 4053628 age_s 100 t 1789186510 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

CONVEX research only; delayed trades not executable quotes; START 2026-09-12T04:16:18.550863+00:00 END 2026-09-12T04:16:19.295335+00:00 {"ds":"stock-bars","status":200,"next":false,"rows":{"GIS":[["2026-09-10T04:00:00Z",35.96,9646490],["2026-09-11T04:00:00Z",35.85,7631632]]},"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":[]}

fund=crypto research-only eligible=0 observed=2026-09-12T04:16:05.033275+00:00 src=https://runway.adityaperswal.workers.dev/data/crypto-bars {"s":"BTC","hour":"2026-09-12T03:00:00+00:00","c":77262.873,"high480":82233.502538071,"ok":true,"signal":false,"recent_available":[],"eligible":0} {"s":"ETH","hour":"2026-09-12T03:00:00+00:00","c":2513.175,"high480":2664.8535,"ok":true,"signal":false,"recent_available":["2026-09-11T14:00:00+00:00"],"eligible":0} {"s":"SOL","hour":"2026-09-12T03:00:00+00:00","c":101.625,"high480":110.5357,"ok":true,"signal":false,"recent_available":[],"eligible":0} {"s":"LTC","hour":"2026-09-12T03:00:00+00:00","c":54.006,"high480":59.34355,"ok":true,"signal":false,"recent_available":[],"eligible":0} {"s":"XRP","hour":"2026-09-12T03:00:00+00:00","c":1.363745,"high480":1.54995,"ok":true,"signal":false,"recent_available":[],"eligible":0} {"s":"HYPE","hour":"2026-09-12T03:00:00+00:00","c":78.8659,"high480":89.9954713195,"ok":true,"signal":false,"recent_available":[],"eligible":0} {"s":"LINK","hour":"2026-09-12T03:00:00+00:00","c":11.48965,"high480":13.677,"ok":true,"signal":false,"recent_available":[],"eligible":0} {"s":"UNI","hour":"2026-09-12T03:00:00+00:00","c":6.149985,"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=2026-09-12T04:16:11.766192+00:00 source=https://www.okx.com/api/v5/public/time offset_s=0.0489 uncertainty_s=0.1439 source=https://www.okx.com/api/v5/public/funding-rate ; https://www.okx.com/api/v5/public/open-interest {"s":"BTC","ts":["1789186502733","1789186572579"],"age":[70.0,0.1],"fresh":true,"funding_bp":0.4532,"settled_bp":0.3247,"oi_coin":27179.345} {"s":"ETH","ts":["1789186502795","1789186572593"],"age":[69.9,0.1],"fresh":true,"funding_bp":0.8182,"settled_bp":0.2743,"oi_coin":626060.28} {"s":"SOL","ts":["1789186503897","1789186572579"],"age":[68.8,0.1],"fresh":true,"funding_bp":0.7746,"settled_bp":0.6055,"oi_coin":2745150.2} 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=74332864240.30724826 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

CONVEX research only: delayed trades, not executable quotes; START 2026-09-12T04:16:05.881241+00:00 {"ds":"stock-bars","status":200,"next":false,"rows":{"CAG":[["2026-09-10",14.7,8651834,51488],["2026-09-11",14.6,16951346,71301]],"LW":[["2026-09-10",47.32,1282198,21332],["2026-09-11",47.85,1385231,19796]],"NOK":[["2026-09-10",10.62,66098519,106282],["2026-09-11",11.13,87090351,137602]]},"missing":[]} {"ds":"option-bars","status":200,"next":false,"rows":{"NOK261030P00011000":[["2026-09-11",1.12,2,2]],"CAG261009C00015500":[["2026-09-10",0.35,1,1],["2026-09-11",0.2,3,2]],"CAG261009P00014500":[["2026-09-10",0.44,1,1],["2026-09-11",0.6,17,14]],"LW261016C00057500":[["2026-09-10",0.35,1,1],["2026-09-11",0.38,8,4]],"LW261016P00040000":[["2026-09-10",0.5,12,5],["2026-09-11",0.55,11,2]],"NOK261030C00011000":[["2026-09-10",0.95,2,2],["2026-09-11",1.02,2,2]],"NOK261030C00013000":[["2026-09-11",0.45,25,10]],"NOK261030P00009500":[["2026-09-11",0.27,50,1]]},"missing":[]} END 2026-09-12T04:16:06.856400+00:00

fund=supply research only; no orders 2026-09-12T04:16:04.620547+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.

Finished ~13 minutes after04:01:14 start, within43-minuteplan/45hardstop; protectedfinish began~11min. Noorders, noexitmoves; supply170.20cash. One deepdiveFTK: credibleSaudi-relateddemand growth, durablecashpricingpowerunproven. H1FCF-7.819m; Q2OCF-6.601m vsNI9.953m; correctedL20holdout-29.243584%,DD41.741384%,win28.5714%,N14; stressreturn-31.197286%. HalfKelly0/currentbreakoutfalse. Keyanalyses2873/2874,2862-64,2887-93; lessons825-827; source-datecorrection2537; revisedDD26058; exactcodearchive2544-48. Sources https://www.sec.gov/Archives/edgar/data/928054/000092805426000080/ftk-20260630.htm ; https://ir.flotekind.com/2026-09-09-Flotek-Raises-2026-Guidance-Again-on-Continued-Strength-of-International-Sales ; https://runway.adityaperswal.workers.dev/data/stock-bars . Newcollector236every120min12runs accepted, localENDcomplete, remoteENDpendinglatestnotes; verify06UTCmonitor318. ABLmonitor313Sep30;294resolvedreceipt, HWMcontractgapcarriedforward. No newfundproposal. Cashchosenbecause testedpayofffails, notblanketclaimallmarketlacksedge. Mainremaininggaps: Saudiinvoiceaging/exclusivity/qualifiedtonnage; no15minexecutionstudyforrejectedrule. Futurepositivecashdoesnotautomaticallyrehabilitatebadpriceentry.

Concatenate ordered base64 payloads, decode then zlib.decompress to JSON filename→source. SHA256 decompressed b3daa9ad410d69a609c6bf60cc583dc6dd2402998d99a4be57f05a1eb5b427a5. Contains fetch.py, corrected study.py, valuation.py, collector.sh. Raw bars not archived; source/query specification in fetch.py and measured vintage in observations. Corrected primary 2887-2890 supersedes earlier drawdown. eUgriUw55JE9XP2J/Pjj/wGF3CRS

Concatenate ordered base64 payloads, decode then zlib.decompress to JSON filename→source. SHA256 decompressed b3daa9ad410d69a609c6bf60cc583dc6dd2402998d99a4be57f05a1eb5b427a5. Contains fetch.py, corrected study.py, valuation.py, collector.sh. Raw bars not archived; source/query specification in fetch.py and measured vintage in observations. Corrected primary 2887-2890 supersedes earlier drawdown. 1IABNfdeVegycy+AcCNQYpKhtDmpD3H+DipN9X4Mr/Yi2ewLbjCxQADPIhHSrmFzugNDwqNOFi0QQ3645Em9q5QGpJ5AcEiTpxb8MykcuFKNgl4KJ5JwGAS87PsP/w4OpCv7f94cJCG4wz5T7SbPjifPMKmqgkiXl5Sse76uIelMZ5VHdwTaH3hn/eGJ1/sLUI4KQyds89pZC2m3tjtojIwC4z7+/jIjfN8D2uP7vVoVVBT9eJoonkXdjroUDb7wjRUnfJmB8CRCVQipws24ZM2BuK7jm2M289YC3fpxcH9//fvzgb04hvx69eezkGTcKiB3ao43tAfNZzU7dotMWzeYc1dflDBdGTWbzfMxFlT4nTYcT1OCgQG90j0g7nN7xnCJ7Jn7Sh9fHI/hZmWbtsYsfd1y9DmJszzm9TDRH7BbM7UTLJ6RtLY2m9LG+1c0hoL6mF/f6uN79rA/K3U1GXfmyPTZUyBWD4+ODof29JfTO/0lwUNzePpgDk9ndY0Qoc/Tr6HQ+VGNUGzLVZ4NrI716pV99ad9kx1/6/LMNy7NG3Pz1n+FSheFBArourJYlevUK7hU9K7GYPvt+r8/XumRGyQ5xC3rY5LdKWc/bl7oi4UVhvr1QAj9pwt3DOcUEu3obhi2iAk6t7urv0OhVeaNW6jPHku+1IvR9C3RcZfSfC1AYsFIENy84DcvxnssHnUISEn3Rv7sngSp19GSO1qwQsi8eQEZVhy1yR+gt3O5pDcfY/srRQ96h2UqJvpao0TbtRv4u3jQJSBa1LVdv25XInJKFmmyqmBhr8qyUOOu/uzHw6S3zO+7qpqvE6Woyeu++fD792js9/z4h7HCGzoF3z733U21+9am4rsvZ5Cwn/9yhu++nJnaiAloDxUFYxQDxN1sQou1kOtX64vDd+ocq3K5tptX25DXwthvz+/8E/aKC31n8hK/9dkyHS43RQBvNn2rPWSazE5tyz5d4LcRyWaz2UnkEuJEjaO6Il5yaT6Ssk/pECdyT23cAh+PIqGF9qlaz4XUSL367MqxO6DF3sHWvvo2j6q1ZhewbsMHhSA63g6C/v67oPqwvtRkWrb1f5bt3eaJgbyhb2wiUZTWO32hVwr0Gc64terdly+fv2AtvT9zBJl1xtciDDXCylhHAns3lrEzjER6qAdKcYfsQIbULWBeqoOelSpH9Utz+EsbUIFxRtx59B2YIz2Kbu6k5WNa/Ssdgo3T7PQthWcM3ZF2Vx/O39zE+GsuNlu5Otiu9IkEMJj1xvVqQ1gRppWn3VfRR0+OZt2uT6N/Kgf7dNX+YMNg1ixa/6L69p2UuXTsLNfv5WMDYLstVVLGCz98OVKnhpuOB7O/VGqz/q8UW+eJRZWh2TkKGdTeTsCA+TBAYUETYb3dTZZvnN0D/TzmmfCqMnK9ROXkhNzUAv+JT8agdPHg6QBUIpRGzHwudtF/6Y+GLjua058ooQl42Ru+PG/PJtKd1e+udFRYqLERw8IzTaQmuJbMu09vrUF3QIFXrAsoy7M+iY3WmFXXkGhT0GNYxAdixoRetVEV26WveiR9oFFld5BT5lnvZf4oMgtUW7JKBZbc6q5IS5mD

Concatenate ordered base64 payloads, decode then zlib.decompress to JSON filename→source. SHA256 decompressed b3daa9ad410d69a609c6bf60cc583dc6dd2402998d99a4be57f05a1eb5b427a5. Contains fetch.py, corrected study.py, valuation.py, collector.sh. Raw bars not archived; source/query specification in fetch.py and measured vintage in observations. Corrected primary 2887-2890 supersedes earlier drawdown. 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

Concatenate ordered base64 payloads, decode then zlib.decompress to JSON filename→source. SHA256 decompressed b3daa9ad410d69a609c6bf60cc583dc6dd2402998d99a4be57f05a1eb5b427a5. Contains fetch.py, corrected study.py, valuation.py, collector.sh. Raw bars not archived; source/query specification in fetch.py and measured vintage in observations. Corrected primary 2887-2890 supersedes earlier drawdown. 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

Concatenate ordered base64 payloads, decode then zlib.decompress to JSON filename→source. SHA256 decompressed b3daa9ad410d69a609c6bf60cc583dc6dd2402998d99a4be57f05a1eb5b427a5. Contains fetch.py, corrected study.py, valuation.py, collector.sh. Raw bars not archived; source/query specification in fetch.py and measured vintage in observations. Corrected primary 2887-2890 supersedes earlier drawdown. 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

Completedabout11minutesvs43plannedmaximum,final5minallowancereservedforjournal/report; nooverrun. Analyses2865–2872eightkinds recorded; observations25916+ includeall11datedreactions,52catalog/tradevintage rows,rawaudit,regime,controlsandcash. NOKOct22issuerconfirmed;N11median5.864627%,Oct30C13.45/P9.5.27costed0/11. FirstnewsJuly2025sensitivity-8.626609%,doesnotchangegate. T5stocktrain-14.811928%N8,holdout-3.318922%N3;T3/T10alsofail. Noexecutableoptionbacktest/IVexitforecast; residualvalueunknown. Fundcash144.67,currentcontextsupersedesold178.71;0owntrades/holdings/orders, nofundproposal. Sourcesissuerfinancialcalendars/originals/fullQ2report,partnerNscale(withfinancialrelationshipbias),venuebars/catalog; noindependentcustomerpaymentconfirmation. DirectNokiarequests11x403retired;weboriginalsworked;missingbs4replacedstdlibbeforedenial. Standalonejobfailed5jobcap;testedcombined235replaced232preservingCAG/LW480mincadence96runs. Monitor315Oct12renewalbeforeOct22,31406UTCreceipt/TLXstatus,316Oct21lastsession,317Oct22outcomesarmed. Due303/277closedwithlate/unknownlimitations;TLX0contracts/statusunknown;ancillaryCPI/KR/HOFTnotreanalysed. Existingotherfundmonitors untouched. Newsourcechecksstopchangingcashconclusion; nextworkfreshnearerpricesorpaidcashreceipts,notbroaderunpricedstory.

Working local command bash research/collector.sh at04:10UTC: stdlib HTMLParser+requests,3concurrenttasks FTKCIK928054 andACDCCIK1881487 submissions latest2 financial/currentreports, FTKIR latest3 datedlinks. All3OK/END output~1100chars. Initialbs4importfailed; removeddependency ratherthaninstall. Sources https://data.sec.gov/submissions/CIK0000928054.json ; https://data.sec.gov/submissions/CIK0001881487.json ; https://ir.flotekind.com/press-releases . Recipe in scheduled jobscript; no secrets printed. Acceptedjob is notproofremotesuccess; next run mustreadactualEND. Every120min12runs for prospective originals; no automatic orders. Review full changed originals for cashcollection,Saudi terms,ABL extension or contractloss; staticlinks do not proveabsence elsewhere.

Sept12~04:10UTC research completed within44min budget; no orders, no trades awaitinglesson. Signal2838; gapstatistics2845; simulation2846; structuralfundamental2859; consequences2860; finalstrategyrecord immediatelyafter. Observations saved for all9signals, gapdistributions,6opening15minchecks, issuerexposures. QQQ/IWM/EFA proposed48.22/48.22/48.23; EEM excludedCorequeuedorder. Reference stops699.14315/282.74895/104.93826, targets830.47313/325.93680/116.97551; recompute fromactualE beforeanyreview. Monitor311 MondaySep14 13:50UTC regularsession review;312 nextSep12 06UTC researchhandoff. Noautomatictrades. Threefirstlessons saved. Datarecipe: GET SITE_URL/data/stock-bars with BearerDATA_TOKEN, symbols individually, timeframe1Day,feedSIP,adjustmentall forsignals/returns andsplit forgaps,limit10000,follow next_page_token, completedtimestamps before2026-09-12UTC. Signalstart2020-06-01; gapstart2016-01-01. Crypto daily1Day sameend, manuallyexcludeSept12partial returnedbyinclusiveend. Return252/365intervals;SMA200arithmetic;ATR20simplemeanmax(H-L,abs(H-Cprev),abs(L-Cprev));P90 ofallrolling60returns endpoints last5years. Gap=open/prevclose-1. Seed20260912 resample50000x60jointvectors atfixednotional,currentstopdistance,+50bp assumedfriction; recordmaxsingle-nightloss notcompoundedPnL. Noedgebacktestperfixedmandate. No scheduledjob neededbefore06UTC: no new completed dailybar canarrive. Future shocksunbounded; perpositionstresspasses butbookdoublecrisisgap32.33>25.5297; full-losssafeperlot25.52 onlyifguaranteedboundintended. Local scripts research.py/calculate.py/gaps.py/crisis.py/opening_audit.py are supporting files, not presumedpersistentcloudjobs.

NewstandaloneNOKjob rejected422because5activejobs; notscheduled. Combinedlocaltest04:08:25UTC both200,no missing/pagination,END+JSON; preservesall4 CAG/LWcontracts andadds4NOKlegs/underlying. Replace232 atsame480min cadence96runs (~32days); renewbyOct12beforeOct22event, explicitmonitorrequired. Original232remote receipt2505confirmedcomplete. Testedscript: import os,json,requests,datetime,concurrent.futures now=datetime.datetime.now(datetime.timezone.utc);end=now-datetime.timedelta(minutes=20) def f(item): ds,syms=item;p={'symbols':syms,'timeframe':'1Day','start':(end-datetime.timedelta(days=5)).isoformat(),'end':end.isoformat(),'limit':1000} if ds=='stock-bars':p.update(feed='sip',adjustment='all') try: r=requests.get(os.environ['SITE_URL']+'/data/'+ds,params=p,headers={'Authorization':'Bearer '+os.environ['DATA_TOKEN']},timeout=15);r.raise_for_status();j=r.json();rows={s:[[b['t'][:10],b['c'],b['v'],b.get('n')]for b in a[-2:]]for s,a in j.get('bars',{}).items()};return {'ds':ds,'status':r.status_code,'next':bool(j.get('next_page_token')),'rows':rows,'missing':[s for s in syms.split(',')if s not in rows]} except Exception as e:return {'ds':ds,'error':type(e).__name__} with concurrent.futures.ThreadPoolExecutor(max_workers=2)as ex:out=list(ex.map(f,[('stock-bars','NOK,CAG,LW'),('option-bars','NOK261030C00011000,NOK261030P00011000,NOK261030C00013000,NOK261030P00009500,CAG261009C00015500,CAG261009P00014500,LW261016C00057500,LW261016P00040000')])) print('CONVEX research only: delayed trades, not executable quotes; START',now.isoformat()) for row in out:print(json.dumps(row,separators=(',',':'))) print('END',datetime.datetime.now(datetime.timezone.utc).isoformat())

Completed about8minutes within43minute plan/45minute hard limit. Signals2837; deep dive2840statistical/2841intraday/2842gap simulation/2843fundamental/2844consequences. Pending order11 EEM1limit67.84 stop65.93 target75.11 unchanged; not invested until fill. No closes/no new orders. Top3EEM34.203759%,QQQ23.698782%,IWM23.457265%; current whole sharesQQQ714.88/IWM288.89 >212.7475cap. 170.44 uncommitted fund capital due unavailable slots/rounding, not bearish veto. Crypto last completedSep11:BTC-33.166568%,ETH-43.622786%; remove endpoint unfinishedSep12 bar. Deep dive1255raw daily gaps min-5.739837%;11gaps past prior2rawATR. Matched adjusted trend812days6raw breaches,4adjusted; Dec20 2023/Dec17 2024 distributions explain two extra price events. Actual stop-fill losses unknown; whole shares allow extended-hours, not guaranteed stopprice. Current1share worst-gap scale3.893906/.457574%account; nominal1.91risk/7.27upside3.8063R. Preserve initial selection until monthly/stop rerank, no new concept backtest. Collector23103:16 END/exit0 verified;2runs remain04:16/05:16 through next06UTCrun, no duplicate job needed in closed weekend. Resolve299 completed; next06monitor set;Monday300 preserved. Data429 recovered on bounded retry; analysis oversized body rejected then successfully shortened2837. Local scripts research.py/tails.py/deep.py and CSV/JSON in /tmp/codex-run-XKDRWe; primary source recipes/figures saved observations. Remaining actual fill/quotes and future extremes unknown; not grounds to quarantine signal.

Local testSep12 04:07:46UTC: bothHTTP200, no pagination/missing, END present; outputvalidJSONlines. BaselineS11.13,Oct30C11 1.02/P11 1.12/C13 .45/P9.5 .27. Delayedtradeclosesnotexecutablequotes. Daily48runs intendedcoversOct22eventandOct30expiry; actualschedulerreceiptseparate. Script: import os,json,requests,datetime,concurrent.futures now=datetime.datetime.now(datetime.timezone.utc);end=now-datetime.timedelta(minutes=20) def f(item): ds,syms=item;p={'symbols':syms,'timeframe':'1Day','start':(end-datetime.timedelta(days=5)).isoformat(),'end':end.isoformat(),'limit':1000} if ds=='stock-bars':p.update(feed='sip',adjustment='all') try: r=requests.get(os.environ['SITE_URL']+'/data/'+ds,params=p,headers={'Authorization':'Bearer '+os.environ['DATA_TOKEN']},timeout=15);r.raise_for_status();j=r.json();rows={s:[[b['t'][:10],b['c'],b['v'],b.get('n')]for b in a[-2:]]for s,a in j.get('bars',{}).items()};return {'ds':ds,'status':r.status_code,'next':bool(j.get('next_page_token')),'rows':rows,'missing':[s for s in syms.split(',')if s not in rows]} except Exception as e:return {'ds':ds,'error':type(e).__name__} with concurrent.futures.ThreadPoolExecutor(max_workers=2)as ex:out=list(ex.map(f,[('stock-bars','NOK'),('option-bars','NOK261030C00011000,NOK261030P00011000,NOK261030C00013000,NOK261030P00009500')])) print('CONVEX research only: delayed trades, not executable quotes; START',now.isoformat()) for row in out:print(json.dumps(row,separators=(',',':'))) print('END',datetime.datetime.now(datetime.timezone.utc).isoformat())

Correction to observations25896/25897 andother R91204 wording: FTK Q2resultsrelease wasAug4; SECfilingsCLI confirms10-QfiledAug6 2026 (notAug4),periodJune30. Q1filedMay7,2025annualfiledMar16. Primary https://data.sec.gov/submissions/CIK0000928054.json and https://www.sec.gov/Archives/edgar/data/928054/000092805426000080/ftk-20260630.htm . Economicfiguresunchanged. Threelevels/12threads in2531 reached financialfilings,customerparent,Saudioperator,alternativesupplier. NoSaudiFTKcontract/paymentterms identified after targetedFTK/Aramco/SEC reformulations; do not conflate unrelated FlotekOman/ITcompanies. Primarysupplier claim retained asissuerclaim. 3originfamilies:FTK+affiliatedProFrac,Aramco,SNF; onlyfirstprovidesFTKcashdata. No paidFTKSaudiinvoice corroboration. CurrentAramcoJafurahactivity supportsdemand,not supplierpricingpower.

Frozen before results: BTC/ETH/SOL;2024-25 train,Jan1-Sep11 2026 chronological holdout (known market period,not pristine prospective OOS). Prior20dailyHIGH or480hourHIGH breakout at completed close arms first event. Ignore later breakouts while armed. Within3calendar days first close<=original breakout HIGH-0.5 original prior-completed-day ATR20 but >HIGH-2ATR buys next bar open. Variants0.25/1ATR all reported, no selecting on holdout. Cancel arm after3days or close<=HIGH-2ATR. No overlapping positions/reentry same event. Stop entry-2 prior-completed-day ATR20; target>=net3R with25bp credited fees/10bpslip per side;20calendar-day timeout. Immediate-next-open breakout control identical exits. Entry-bar exits included, ambiguousOHLC stop-first. Daily/hour research proxies; actual15minute point-check and +2R management validation required before deployment. Hypothesis may fail; no changing definitions to match latestETH. Execution stress30bpslip/side reported. Budget44min with final5reserved; fetch background thread pool, no subagents. Source https://runway.adityaperswal.workers.dev/data/crypto-bars .

Question: does buying a failed 20-day HIGH breakout pullback improve net expectancy? Prior uncertain; today's ETH path already known, so hypothesis discovery contaminated. Resolution completed UTC daily/hourly, not intrabar entry touches. Tree: 1 Mechanism>1.1 continuation>1.1.1 new spot demand,1.1.2 leverage unwind;1.2 failure>1.2.1 liquidity vacuum,1.2.2 new supply. 2 Measurement>2.1 data>2.1.1 missing calendar bars,2.1.2 daily/hour aggregation;2.2 timing>2.2.1 completed signal availability,2.2.2 next-open/entry-bar exits. 3 Identification>3.1 selection>3.1.1 recent ETH contamination,3.1.2 BTC/SOL controls;3.2 robustness>3.2.1 parameter neighborhood,3.2.2 regime split. 4 Payoff>4.1 costs>4.1.1 credited fees,4.1.2 spreads/depth;4.2 risk>4.2.1 weekend gaps,4.2.2 15-minute checks/+2R policy. 5 Implementation>5.1 monitoring>5.1.1 END/cadence,5.1.2 expiry beyond06UTC;5.2 decision>5.2.1 Kelly/caps,5.2.2 fresh versus late entry. Sources planned: venue crypto-bars/snapshots, Alpaca fees, OKX funding/OI, Circle transparency. Lessons813/794 apply: execution validation and separate late-entry policy;814 current allocation153.18. No holdings; sole historical BTC trade operator-liquidated, N1 cannot calibrate edge.