Notes

Retrieved13:52UTC with end now-16min after recentSIP403. Computed Python from completed Sep8daily and Sep9 first1min bars; prices are trade bars, not executable quotes. {"symbol":"LOVE","prior_close":16.07,"sma20":16.47025,"adr20":0.6550650000000001,"open":15.87,"gap_pct":-1.2445550715619258,"last_close":16.025,"last_t":"2026-09-09T13:36:00Z","last_vs_prior_pct":-0.280024891101438,"paper_stop":15.214934999999999,"paper_target":16.852597499999998,"paper_time_exit":"2026-09-09T19:45:00Z"}. LOVE levels are frozen paper-only1ADRstop/1.5ADRtarget from rawopen, fees10bp/slip10base20stress eachside; inspect15min closes then nextbaropen, timeexit15:45ET. Outcome pending, no position. https://runway.adityaperswal.workers.dev/data/stock-bars?symbols=CHWY,LOVE,SPY&timeframe=1Min&feed=sip&adjustment=all

Retrieved13:52UTC with end now-16min after recentSIP403. Computed Python from completed Sep8daily and Sep9 first1min bars; prices are trade bars, not executable quotes. {"symbol":"CHWY","prior_close":23.27,"sma20":23.378,"adr20":0.9116799999999999,"open":21.85,"gap_pct":-6.102277610657492,"last_close":21.32,"last_t":"2026-09-09T13:36:00Z","last_vs_prior_pct":-8.37988826815642}. LOVE levels are frozen paper-only1ADRstop/1.5ADRtarget from rawopen, fees10bp/slip10base20stress eachside; inspect15min closes then nextbaropen, timeexit15:45ET. Outcome pending, no position. https://runway.adityaperswal.workers.dev/data/stock-bars?symbols=CHWY,LOVE,SPY&timeframe=1Min&feed=sip&adjustment=all

Sept9direct13:52/13:53 GET and web retrieval: item21 is Jefferies Global Healthcare Conference June7–9 2023, NOT Sept9clinicalwebcast. Supersedes prior1703/1709/monitor134 inference that exact event URL200butnolinks simply meant missing slides. Events index noeventsdisplayed. CurrentSep9release200 confirms8amETcall but extractedlinks onlyrelease/self?asPDF=1; printablepressrelease is not fullslides. Fullcurrentwebcast/slides remain unavailable in bounded source check; do not claim unpublished/delayed. https://tyrabio.investorroom.com/events?item=21 ; https://tyrabio.investorroom.com/events

Direct13:52UTC Sept9 both200; overview1465627bytes SHA4b465a1d2d8b78ada0ee20f6e6d0399cd93628dc7fdd27b72afdccbcea38d425; corporate2342296bytes SHAd68a840041399e3e7557665760b1c203d3061d1c82754b25f00851e7971ff3fd. Exactmatchpriorandjob13113UTC. No changed content in these files; does not exclude new oral information or other disclosures. Issuer source interested; not independent corroboration. https://inhibrx.com/hexagon-slides/ ; https://inhibrx.com/investor-deck/

No open/pending/closing trades; only closed BTC trade10 operator liquidation entry81614.8 exit81548.7, notional137.2644226836. Equity850.99 cash850.99 crypto235.86. Python using rounded frozen avgwins/losses and exact counts: BTC35/82,p.4268292683,win2.642605%,loss3.080586%,mean-.637760573%;ETH27/61,p.4426229508,win4.139850%,loss4.236197%,mean-.528766361%;SOL33/70,p.4714285714,win4.496455%,loss4.301185%,mean-.153726143%. All quarterKelly max(0,.25*(p-(1-p)*loss/win))0. Tiny rounding difference versus1698, no new sample/backtest. Maxposition212.7475,risk8.5099; no exits/R-progress while flat. query_trades fund=crypto trade10 ; user ledger2026-09-09T13:50:49Z ; analyses1639–1641/1698 https://runway.adityaperswal.workers.dev/data/crypto-bars

Issuer Sep9 Q2 endedAug2: sales3.33bn,+7.3%,5.7%excludingSmartPak/ModernAnimal; EBITDA226.7m,margin6.8%; OCF137.4m vs133.9; capex47.9m vs28.0; FCF89.5m vs105.9. Derived OCF+3.5m less incrementalcapex19.9m =FCF-16.4m/-15.4863%. Release asserts raisedoutlook but gives no exact ranges; not absence of guidance elsewhere. H1FCF160.3m vs154.6m distinct period. Direct SEC200, closest company source, management promotional bias. https://www.sec.gov/Archives/edgar/data/1766502/000162828026061011/chwyq22026exhibit991.htm

Retrieved Sep9~13:53UTC; text identifies Chewy-authored Sep9 presentation distributed unedited by PUBT11:09UTC, page9: FY2026sales13.46–13.57bn,growth6.8–7.7%,ex-acquisitions5.5–6.3%,adjustedEBITDAmargin6.7–6.8%; Q3sales3.323–3.358bn,growth6.6–7.7%,exacquisitions5.3–6.2%,margin6.6–6.7%. This is a syndicated issuer document, one issuer origin, not independent confirmation. Original attachment link obfuscated; IR quarterly requests403 and web render omits documents. Prior guide exact ranges and full call bridge unverified. Research only, no order uses these unverified ranges. https://www.marketscreener.com/news/chewy-second-quarter-2026-earnings-presentation-ce785bd9dc8df026

fund=crypto RESEARCH ONLY eligible=0 2026-09-09T13:52:40.942937+00:00 source=https://blockstream.info/api/address/bc1ql4mfu6aundtkksxklfajs2h3t9nzcd6gyqjlte reserve=bc1qdlld6antmv4xug242ed83q7k4rqw50cwfns38szx4qu2f4jwaxxsuhwxxr ; https://blockstream.info/liquid/api/blocks recipient confirmed_btc 598.50017761 mempool_net_btc 4.62e-05 tx_n 264 reserve confirmed_btc 3601.47202426 mempool_net_btc 0.0 tx_n 587 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 205411 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 1 relevant 1 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://blockstream.info/api/address/bc1ql4mfu6aundtkksxklfajs2h3t9nzcd6gyqjlte ; https://liquid.network/api/blocks ; https://x.com/Blockstream

fund=crypto research only eligible=0 observed=2026-09-09T13:52:00.026315+00:00 source=https://www.okx.com/api/v5/public/time offset_s=0.2715 uncertainty_s=0.339 source=https://www.okx.com/api/v5/public/funding-rate ; https://www.okx.com/api/v5/public/open-interest {"s":"BTC","ts":["1788961864613","1788961921532"],"age":[57.3,0.3],"fresh":true,"funding_bp":0.6442,"settled_bp":0.6777,"oi_coin":27051.299} {"s":"ETH","ts":["1788961864661","1788961921540"],"age":[57.2,0.3],"fresh":true,"funding_bp":0.3658,"settled_bp":0.4497,"oi_coin":611897.427} {"s":"SOL","ts":["1788961865612","1788961921581"],"age":[56.3,0.3],"fresh":true,"funding_bp":-0.166,"settled_bp":-0.2743,"oi_coin":2754509.82} 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 ; https://www.usdc.com/ ; https://stablecoins.llama.fi/stablecoin/2

fund=crypto RESEARCH ONLY eligible=0; one-venue displayed quotes, not global depth; source=https://runway.adityaperswal.workers.dev/data/crypto-snapshots BTC t=2026-09-09T13:52:00.165667397Z age=0.5 fresh=1 b=79266.7 a=79287.555 bd=79.98 ad=79.84 spread_bp=2.631 loss_pct=0.5255 recovery_pct=0.5283 ETH t=2026-09-09T13:51:57.517671178Z age=3.1 fresh=1 b=2509.66 a=2510.19 bd=83.89 ad=83.74 spread_bp=2.112 loss_pct=0.5204 recovery_pct=0.5231 SOL t=2026-09-09T13:51:56.566053245Z age=4.1 fresh=1 b=104 a=104.1 bd=296.24 ad=99.37 spread_bp=9.611 loss_pct=0.5950 recovery_pct=0.5985 USDC t=2026-09-09T13:50:51.024860581Z age=69.6 fresh=1 b=0.9995 a=1.00001 bd=9995000.00 ad=10000100.00 spread_bp=5.101 loss_pct=0.5501 recovery_pct=0.5532 USDG t=2026-09-08T11:48:27.749222185Z age=93812.9 fresh=0 b=0.99999 a=1.00001 bd=9999900.00 ad=10000100.00 spread_bp=0.200 loss_pct=0.5014 recovery_pct=0.5039 XRP t=2026-09-09T13:51:59.531723462Z age=1.1 fresh=1 b=1.428 a=1.4335 bd=5904.59 ad=5969.67 spread_bp=38.441 loss_pct=0.8811 recovery_pct=0.8890 UNI t=2026-09-09T13:52:00.527662644Z age=0.1 fresh=1 b=6.6888 a=6.699 bd=4748.38 ad=4695.97 spread_bp=15.238 loss_pct=0.6509 recovery_pct=0.6551 LTC t=2026-09-09T13:52:00.021901508Z age=0.6 fresh=1 b=54.02 a=54.3204 bd=3669.90 ad=3706.28 spread_bp=55.455 loss_pct=1.0496 recovery_pct=1.0608 HYPE t=2026-09-09T13:51:53.852394977Z age=6.8 fresh=1 b=86.33 a=86.782 bd=67200.14 ad=67073.81 spread_bp=52.221 loss_pct=1.0176 recovery_pct=1.0281 LINK t=2026-09-09T13:51:59.72552007Z age=0.9 fresh=1 b=12.16 a=12.182 bd=14175.19 ad=14074.47 spread_bp=18.076 loss_pct=0.6791 recovery_pct=0.6837 fresh_valid=9/10; funding and all trading rules remain independently gated; no orders https://runway.adityaperswal.workers.dev/data/crypto-snapshots

Sep8 08:28ET issuer release recovered Sep9 13:53 using Python requests200/stdlib HTMLParser after browser403; second facility three months after initial June order. Multimillion-dollar MPHL2 order, unnamed Fortune20 hyperscaler; supply-chain/customer praise relayed by issuer. Exact margin, cash receipt and accepted-delivery timing absent from inspected text. https://investor.oriones.com/news-releases/news-release-details/orion-announces-additional-multimillion-dollar-data-center

Direct three live statuses each empty; 3 closed trades all operator liquidations. Fundcash187.22/account850.99,positioncap212.7475,risk8.5099. Job137 last actual13:30, next13:45 unrun at13:53 inspection, remaining4; savedoutput truncates duringTYRA latest20, noIRD/INBX/footer. Exit0 does not prove saved completeness. Job131done lastactual13:00 bothPDFs complete/unchanged;84 last13:30 allthree partial listings;85 last13:15 200news4pages moretrue14matches10omitted is discovery not issuer verification;15last02:45 EWY/EWT/EWP top3 all eligible0. No changes to other funds. query_trades fund=quant status=open,pending,closing,closed; list_jobs fund=quant; user 2026-09-09T13:50 account snapshot

Collected2026-09-09T13:52UTC; direct provider market data. SIP cut16m delayed, not executable; no pagination. First-minute open not independently identified auction. INBX6 vs7 returned minutes; do not fill missing bars or imply final coverage at boundary. Prior closes frozen Sept8 SIP. All measured figures: {"symbol":"INBX","prior":114.34,"bars":6,"first":{"c":119.79,"h":120,"l":117.38,"n":157,"o":117.38,"t":"2026-09-09T13:30:00Z","v":15778,"vw":118.665504},"last":{"c":121.76,"h":121.76,"l":120.66,"n":31,"o":121.1,"t":"2026-09-09T13:35:00Z","v":1911,"vw":121.15},"gap_pct":2.6587370998775617,"last_vs_prior_pct":6.489417526674823,"last_vs_open_pct":3.7314704378940355,"range_low":117.38,"range_high":122.355,"quote":{"ap":144.55,"as":100,"ax":"V","bp":124.61,"bs":100,"bx":"V","c":["R"],"t":"2026-09-09T13:52:00.577064168Z","z":"C"},"trade":{"c":["@"],"i":178,"p":125.425,"s":100,"t":"2026-09-09T13:52:00.210500381Z","x":"V","z":"C"},"trade_vs_prior_pct":9.694769984257467,"spread_bps":1481.646604250261,"whole_qty_at_ask":1,"cross_spread_usd":19.940000000000012,"ask_notional":144.55} https://runway.adityaperswal.workers.dev/data/stock-bars?symbols=TYRA,IRD,INBX&timeframe=1Min&feed=sip&adjustment=raw&start=2026-09-09T13:30:00Z ; https://runway.adityaperswal.workers.dev/data/stock-snapshots?symbols=TYRA,IRD,INBX&feed=iex

Collected2026-09-09T13:52UTC; direct provider market data. SIP cut16m delayed, not executable; no pagination. First-minute open not independently identified auction. INBX6 vs7 returned minutes; do not fill missing bars or imply final coverage at boundary. Prior closes frozen Sept8 SIP. All measured figures: {"symbol":"IRD","prior":4.34,"bars":7,"first":{"c":5.43,"h":5.6,"l":5.3,"n":1721,"o":5.3,"t":"2026-09-09T13:30:00Z","v":428775,"vw":5.403812},"last":{"c":6.13,"h":6.32,"l":6.126,"n":2161,"o":6.21,"t":"2026-09-09T13:36:00Z","v":368020,"vw":6.252453},"gap_pct":22.119815668202758,"last_vs_prior_pct":41.24423963133641,"last_vs_open_pct":15.660377358490575,"range_low":5.3,"range_high":6.55,"quote":{"ap":6.82,"as":100,"ax":"V","bp":6.8,"bs":200,"bx":"V","c":["R"],"t":"2026-09-09T13:52:01.443291533Z","z":"C"},"trade":{"c":["@"],"i":1944,"p":6.815,"s":100,"t":"2026-09-09T13:52:01.054487177Z","x":"V","z":"C"},"trade_vs_prior_pct":57.027649769585274,"spread_bps":29.368575624082904,"whole_qty_at_ask":27,"cross_spread_usd":0.5400000000000125,"ask_notional":184.14000000000001} https://runway.adityaperswal.workers.dev/data/stock-bars?symbols=TYRA,IRD,INBX&timeframe=1Min&feed=sip&adjustment=raw&start=2026-09-09T13:30:00Z ; https://runway.adityaperswal.workers.dev/data/stock-snapshots?symbols=TYRA,IRD,INBX&feed=iex

Collected2026-09-09T13:52UTC; direct provider market data. SIP cut16m delayed, not executable; no pagination. First-minute open not independently identified auction. INBX6 vs7 returned minutes; do not fill missing bars or imply final coverage at boundary. Prior closes frozen Sept8 SIP. All measured figures: {"symbol":"TYRA","prior":26.73,"bars":7,"first":{"c":19.1966,"h":19.63,"l":18.66,"n":661,"o":18.66,"t":"2026-09-09T13:30:00Z","v":110115,"vw":19.05799},"last":{"c":19.17,"h":19.55,"l":19.15,"n":135,"o":19.42,"t":"2026-09-09T13:36:00Z","v":79910,"vw":19.501602},"gap_pct":-30.19079685746352,"last_vs_prior_pct":-28.282828282828277,"last_vs_open_pct":2.7331189710610992,"range_low":18.66,"range_high":20,"quote":{"ap":20.76,"as":200,"ax":"V","bp":19.44,"bs":100,"bx":"V","c":["R"],"t":"2026-09-09T13:51:59.667135947Z","z":"C"},"trade":{"c":["@"],"i":257,"p":19.57,"s":100,"t":"2026-09-09T13:51:33.797323577Z","x":"V","z":"C"},"trade_vs_prior_pct":-26.786382341937898,"spread_bps":656.716417910448,"whole_qty_at_ask":9,"cross_spread_usd":11.880000000000003,"ask_notional":186.84} https://runway.adityaperswal.workers.dev/data/stock-bars?symbols=TYRA,IRD,INBX&timeframe=1Min&feed=sip&adjustment=raw&start=2026-09-09T13:30:00Z ; https://runway.adityaperswal.workers.dev/data/stock-snapshots?symbols=TYRA,IRD,INBX&feed=iex

Sep9 13:51–53UTC direct fund query: only two closed trades, both operator liquidations; no open/pending lots. Context account850.99 all cash; Supply278.67. Job116 13:30:51 END15 attempted with FRO timeout/CENTCOM error/Bombardier challenge; job36 13:15 eight records includes AI.PA403/MOFCOM failure. These are coverage gaps, not negative news. https://runway.adityaperswal.workers.dev

At13:51 latest saved quote job13313:30, Liquid13413:30 (payload13:31), funding13612:45; all exit0 and complete payload/footer. Listed next13:45 but no corresponding saved output yet, so cadence not verified through13:50. All internal cutoffs13:51 expired despite remaining runs3/3/1. Existing numeric funding sample verifies corrected136 ran successfully, USDC date explicitly UNPARSED. Will replace expired windows after local test; retain14/25. list_jobs fund=crypto jobs133/134/136; query_research fund=crypto notes1525/1522/1511

Observed Sep9 13:52UTC via direct requests. Latest 10-Q June11 for May2quarter; latest earnings8K Sep8 accession000132638026000050. New quarterly BTC quantity/counterparty/timing remain unavailable, not evidence of delayed filing or no transactions. Both issuer CSVs Sep4: IBIT BTC785635.31730, shares1384960000; ETHA ETH3527867.36790, shares464560000. These issuer custody stocks are not matched current creations or dated spot purchases. No new flow edge. https://data.sec.gov/submissions/CIK0001326380.json ; 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