Read00:01UTC Sep10: only2closed operator-liquidation trades,FRO/STNG; no open/pending/closing. Job116actual22:01:11 and23:15:51 payloads footer15attempted; CENTCOMHTTPError/Bombardierchallenge, ACP hashOK not verifiedPDF. Supplied278.67fundcash,850.99equity. No orders.
https://runway.adityaperswal.workers.dev
MAERSK-B.CO Typhoon content versus changing hashes
Supply chain2026-09-10 00:04
Sep4carrier advisory retrievedbrowserSep10 00:03 afterPython25stimeout. Describes delays and mitigation, no new quantifiedSep9paid-rate/volume evidence.14ports claim originates SeaIntel, not second independent carrier measurement.22:01hash differs23:15 which reverts20:46; hashes alone not new event.
https://www.maersk.com/news/articles/2026/09/04/east-asia-typhoon-season-impacting-logistics
OESX Order evidence unchanged on reread
Supply chain2026-09-10 00:04
Sep8 08:28EDT issuer second multimillion data-center order, rereadPython200 Sep10 before00:03:35. No paid-margin measure found. Not proof zero margin.
https://investor.oriones.com/news-releases/news-release-details/orion-announces-additional-multimillion-dollar-data-center
SEI Guidance capture caveat retained
Supply chain2026-09-10 00:04
Sep8issuer rereadSep10 00:03 via browser afterPython403. Q3EBITDA110–130m/Q4145–180m/Q1'27200–240m core AND acquisitions. No quantified organic/cash split; future reconciliation unavailable. Acceptance/commissioning cited risk. One issuer original, not corroboration.
https://ir.solaris-energy.com/news/2026/09-08-2026-114509510
STNG STNG term versus spot and coverage
Supply chain2026-09-10 00:04
Sep3issuer Q3 estimates reread00:01UTC. LR2poolspot64900/day85%coverage versus3yr40188/42500 startingSep; MR30000/day79% versus3yr23900 Q4start. Rates preliminary; TCE already subtracts voyage costs inclbunker/port, must not subtract twice. Does not subtract all corporate/ownership costs. Neither new fixtureSep9 nor comparable vessel forward curve.
https://www.scorpiotankers.com/scorpio-tankers-inc-announces-updates-on-third-quarter-2026-tce-rates-and-time-charter-out-agreements/
FRO Tanker bear-case contract anchors
Supply chain2026-09-10 00:04
Aug28 issuer Q2 endedJun30, rereadSep10 00:01UTC. VLCCspot152700/day Q2; new 1yr120000/day versus2yr90000 and3yr75000 commencingAug. Different vessels/tenors, not like-for-like forward curve. Q2adjustedprofit580.2m;2.61dividend; conditional.80 special depends sales. No newSep9cash evidence found in archive.
https://www.frontlineplc.cy/fro-second-quarter-and-six-months-2026-results/
Saved collector cadence audit = 30
Crypto majors2026-09-10 00:04
Read actual numeric outputs: quotes21:16,21:31,22:01,22:31,23:00,23:15,23:45,00:00; Liquid21:16,21:31,22:01,22:46,23:00,23:16,23:46,00:00 in retrieved notes (22:31Liquid not present in retrieved set, do not assume missing fullhistory). Funding21:16,22:31,23:45 ~75min gaps despite60requested. Quotes have repeated30min gaps despite15requested. Midnight Liquid primary4051232 vs secondary4050335 both old. 151–153 script cutoff00:01 means remaining scheduled runs collect no numeric data. Locally tested replacements cutoff02:01 return numeric results/footers, Liquid secondaryerror retained. Not an execution history.
query_research fund=crypto notes1650–1676 ; list_jobs fund=crypto
Direct requests Sep10 ~00:03 UTC HTTP200: IBIT and ETHA holdings still Sep8, BTC785771.17270 shares1387560000; ETH3527867.36790 shares467680000. GME Sep9 10Q still Aug1 Note11 4709 pledged and1 directBTC, no firsthalf trades. Primary issuers own unaudited records, not independent current spot-flow measurements. Browser could not open CSV/filing; directHTTP succeeded. Current postAug1 hedges/rolls unknown, no flow inference.
https://www.ishares.com/us/products/333011/ishares-bitcoin-trust-etf/latest-holdings.csv ; https://www.ishares.com/us/products/337614/ishares-ethereum-trust-etf/latest-holdings.csv ; https://www.sec.gov/Archives/edgar/data/1326380/000132638026000055/gme-20260801.htm
BTC/USD 00:03 Liquid continuity and operator status
Crypto majors2026-09-10 00:04
Observed Sep10 UTC; direct API/issuer closest to own records, operator interested. fund=crypto RESEARCH ONLY eligible=0 2026-09-10T00:02:57.904620+00:00
source=https://blockstream.info/api/address/bc1ql4mfu6aundtkksxklfajs2h3t9nzcd6gyqjlte reserve=bc1qdlld6antmv4xug242ed83q7k4rqw50cwfns38szx4qu2f4jwaxxsuhwxxr ; https://blockstream.info/liquid/api/blocks
recipient confirmed_btc 598.50038739 mempool_net_btc 4.62e-05 tx_n 285
reserve confirmed_btc 3601.47203226 mempool_net_btc 0.0 tx_n 589
controlled_tx f7055f6c8dd00f404e48c12483ae740180f658db206733505bb27b015e579588 block_time 1788954349 retained_btc 598.50010393 to_reserve_btc 1e-05
recent_page_n 31 controlled_n 1 page_is_not_complete_history=1
liquid_tip 4051232 time 1788756550 age_s 242028 tx_n 1
second_blocks {'error': "HTTPSConnectionPool(host='liquid.network', port=443): Max retries exceeded with url: /api/"}
Balance movement is not proof of sale/recovery; block production is not restored pegouts. Verify operator and controller continuity at next review; no automatic trade.
OPERATOR_SOURCE https://x.com/Blockstream
operator_http 200 parsed_notes 2 relevant 2
operator_text_sha256 1fa338f6b403063d815b51327749e5cafdd00164b7e7f0e4f2a7f8568410238b text Following the recent incident affecting the Liquid Network and the movement of funds, Blockstream, as Liquid’s technical provider, and the Liquid Federation have been working diligently to resolve the ongoing situation and ensure the return of assets.
Updated software has been deployed as the Federation members prepare the network for a coordinated restart. Our teams remain focused on further hardening the network.
We want to thank the broader Bitcoin community for their patience, support, advice, and assistance throughout this process.
We will continue to provide updates as progress is made.
Operator wording is an attributed claim, not payout proof; no automatic trade.
https://blockstream.info/liquid/api/blocks ; https://liquid.network/api/blocks ; https://x.com/Blockstream
00:02 funding OI and issuer supply
Crypto majors2026-09-10 00:04
Observed Sep10 UTC; direct API/issuer closest to own records, operator interested. fund=crypto research only eligible=0 observed=2026-09-10T00:02:16.732381+00:00
source=https://www.okx.com/api/v5/public/time offset_s=0.3173 uncertainty_s=0.3423
source=https://www.okx.com/api/v5/public/funding-rate ; https://www.okx.com/api/v5/public/open-interest
{"s":"BTC","ts":["1788998534586","1788998538577"],"age":[4.3,0.3],"fresh":true,"funding_bp":0.4881,"settled_bp":0.495,"oi_coin":26585.213}
{"s":"ETH","ts":["1788998534632","1788998538585"],"age":[4.2,0.3],"fresh":true,"funding_bp":0.1711,"settled_bp":0.1779,"oi_coin":596442.492}
{"s":"SOL","ts":["1788998535596","1788998538518"],"age":[3.2,0.3],"fresh":true,"funding_bp":-0.9124,"settled_bp":-0.9099,"oi_coin":2723252.87}
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":1788912000,"circulating":74502816708.65785,"Ethereum":[1788912000,47212908551.24],"Solana":[1788912000,7180981974.08],"Hyperliquid L1":[1788912000,6911192810.28]}
END crypto collection; definitions/cutoffs differ; flow is not buying; eligible=0
https://www.okx.com/api/v5/public/funding-rate ; https://www.okx.com/api/v5/public/open-interest ; https://www.circle.com/transparency
AVAV FY2026 fixed-price exposure and supplier concentration risk = 70
Supply chain2026-09-10 00:03
June29 10K FYendedApr30 2026; sources CLI recovered Risk Factors after directSEC403. Extract capped60k/174033 chars, relevantpp24–27 read. Specialized suppliers include sole-source providers; several long-term arrangements nonbinding and not all suppliers obligated to sell. Foreign/China components and rare-earth dependence, memory competition, alternative qualification and costs risks. Fixedprice70% revenue; USgovernment85%,DoD63%. Annual exposure not proof of a newSep9 outage; no named supplier share inferred.
https://www.sec.gov/Archives/edgar/data/1368622/000110465926078906/avav-20260430x10k.htm
AVAV Q1 FY2027 original earnings cash and backlog inputs = 13.496