docs: tape-era findings + research silo across FINDINGS/HANDOFF/README

FINDINGS: 'The tape era opens' section (sharp screen 742/742 proxy
validation, Study A identity-null, Study B winner's curse, crater refill
clock) + scorecard rows for the two forward-window studies + research/ in
repo layout. HANDOFF: #16/#17 in the open queue, research silo + nightly
launchd in snapshot/ops. README: research/ directory row.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
This commit is contained in:
jaxperro
2026-07-20 18:39:18 -04:00
parent 0f2368f049
commit 16d8deb878
3 changed files with 66 additions and 3 deletions
+15 -3
View File
@@ -23,7 +23,8 @@ REOPENED #4: the redeemer's phantom-cash BOOBY TRAP is fixed + proven
Builder API Key (SDK gasless relay) the runtime bot deliberately lacks —
LOW urgency, the platform auto-redeems winners itself. auto_redeem OFF.
Open now: #1 Signal A, #2 tape research, #4 redeem builder-key, #13 Fri
bench, #14 edge verdict.
bench, #14 edge verdict, #16 surge momentum (forward window OPEN), #17
oracle fair value (accumulating, nothing frozen).
## Operating boundary (user, 2026-07-13 — standing)
**Full autonomy on the bots**; the real-money bot **stays ARMED**. Never
@@ -51,11 +52,22 @@ push through.
`live/rtds.duckdb` (trades + aux). Current-era ground truth for research.
- **VALUE experiment: CLOSED 2026-07-19** — sub-2¢ hypothesis refuted
(1W/993L, 0.075x); post-mortem in value/PLAN.md; app destroyed.
- **research/ (NEW 2026-07-20, SILO — never touches the bots)**: tape-era
edge factory. Sharp screen (`live/tape_sharps.py`, resolution proxy
chain-validated 742/742, 25 copyable candidates); execution sim fitted on
our own 29 labeled attempts (2¢/fill optimism bias, thresholds sit 2×
above it); Study A surge momentum #16 (identity NULL result — controls
match the informed set) and Study B oracle fair value #17 (86% craters,
winner's-curse inversion). Verdicts ONLY from research/forward_ledger.jsonl.
- **Verdicts pending**: edge/size-up (#14, ~end of July, pre-registered) ·
bench review Friday (#13: five new sharps + AIcAIc's prove-it week).
bench review Friday (#13: five new sharps + AIcAIc's prove-it week
cross-read the tape screen's candidates in live/tape_sharps.json) ·
#16/#17 forward thresholds (in their issues).
- Dashboards: jaxperro.com/{trading,live,value} · daily pipeline on the Mac
at 08:00 (launchd, lockfile) — floors, bench forward table, edge row,
tape ingest, Discord digest.
tape ingest, Discord digest · research nightly at 09:15
(com.jaxperro.research-nightly → research/nightly.sh, self-commits the
forward ledger; remove with `launchctl unload`).
## Ops quick-reference
- Follow-set change: edit live/copybot.paper.json → `./live/deploy_bot.sh`;