diff --git a/FINDINGS.md b/FINDINGS.md
index fedb9cb8..f4cb5528 100644
--- a/FINDINGS.md
+++ b/FINDINGS.md
@@ -241,6 +241,53 @@ jaxperro.com/trading) surfaced two things:
   **fast-resolving** markets (capital velocity > bet size on $1k), and don't
   diversify past what you can fund. Two well-chosen holders beat four that overflow.
 
+## The holder blind spot: two data bugs that hid the best copy targets (2026-07-04)
+
+A clean re-run of the May→June train/test on a trusted subset of the cache
+overturned two earlier verdicts. Two mechanisms were poisoning the data:
+
+1. **The `res_t = ts` fallback.** When the data-api omits `endDate` on a closed
+   position, `insider.resolved_bets` stores the wallet's *sell time* as `res_t`
+   and `won = curPrice >= 0.5` *at pull time* — so a scalper's sold-at-profit
+   position looks like a resolved win at a fake resolution time.
+   ArbTraderRookie's 1,997 cached rows were 100% this. Fix: `live/trust.py` —
+   only trust rows whose `res_t` matches the market's modal `res_t` across ≥2
+   wallets (endDate rows agree; sell-time rows scatter), market over, wallet
+   pulled after resolution, `resolved` not False. 13.5M of 19.2M rows pass.
+2. **The held-leg window bug.** `validate_timing`'s Jun-1→now replay only
+   counted held bets entered *and* resolved inside the window; a ~7-day-lead
+   holder always showed `held 0-0, ~20 unresolved` and failed `held_n>=8`. And
+   before the 2026-07-02 `winner=False` settle fix, those unresolved held bets
+   were booked as **losses** — which is exactly where the "scalper trap"
+   numbers for iohihoo (−$749) and ArbTrader (−$790) came from. **Those two
+   verdicts were bug artifacts, not scalper traps.** (ArbTrader still deserved
+   rejection pre-fix — his *cache* stats were res_t=ts poison — but his real
+   trade record was a ~160h-lead holder.)
+
+**What the clean test found** (select on ≤May trusted rows only, validate on
+June, fees+slip): population baseline −1.4%/bet; the existing profile +8.7%
+pooled; adding a **whole-book z gate (`z_all > 2`) roughly doubles it** at
+every tier; a practical top-basket (also gated on med conviction stake ≥ $50
+and holder/borderline lead verdicts) went **+80% pooled, 7/7 wallets
+profitable**. A capital-aware $1k replay of the 8-wallet pre-June basket did
+**+504% in June** (118 bets, 97W-21L, fees+slip, 53 missed for cash) — with the
+three informed holders a combined 62-0 and two basket members *losing* money
+(toosmart 4-12), so the selection is good, not magic.
+
+**Where the edge lives:** the top holders (Stavenson, whale `0x73afc816…` with
+$20–120k clips, iohihoo; ArbTraderRookie until 2026-07-03) bet **low-tier
+tennis (ITF/qualifiers/Wimbledon doubles) and tier-3 esports (CCT CS, Dota 2
+EPL)** at ~0.5 entries, win 95–100%, enter ~160h before resolution, and hold.
+That's informed money — plausibly match-fixing-adjacent — which is copyable
+precisely because of the long lead. The regime risk is real and demonstrated:
+**ArbTraderRookie was wiped from every data-api endpoint mid-analysis** on
+2026-07-03. Treat every month of this edge as possibly its last; re-select
+weekly; never size as if the 100% win rates are permanent.
+
+*Lesson: selection metrics are only as honest as the rows they read. Gate on
+trusted rows, judge held edges on windows longer than the wallet's lead time,
+and add `z_all` — skill must show in the whole book, not just the big bets.*
+
 ## Repo layout
 
 - `insider.py` — the detector: z-score/p-value, timing/freshness/sizing signals,
diff --git a/README.md b/README.md
index 99fcc561..e7bace41 100644
--- a/README.md
+++ b/README.md
@@ -182,6 +182,15 @@ runner is retired (GitHub throttled `*/5` to ~2h in practice — it copied 1 of
 | `clob.polymarket.com` | order books, prices, **authoritative resolution** (`winner` flags), market slugs |
 | Alchemy (Polygon) | funding-cluster traces + the live trade webhook |
 
+**Candidate next sources** (researched 2026-07, not yet wired in):
+
+| Source | Would unlock |
+|--------|--------------|
+| [Goldsky Turbo Pipelines](https://docs.goldsky.com/chains/polymarket) | per-fill order events with timestamps for *every* wallet (Polymarket killed subgraphs with the 2026-04-28 v2 migration) — fixes the cache's two blind spots: no entry times, and position-level aggregation hiding scalps. See also [warproxxx/poly_data](https://github.com/warproxxx/poly_data), [Bitquery](https://docs.bitquery.io/docs/examples/polymarket-api/) |
+| [PolymarketData.co](https://www.polymarketdata.co/) | historical order-book snapshots (Aug 2025+) → depth-aware fill model, the known step before sizing up |
+| Pinnacle closing lines via [SharpAPI](https://sharpapi.io/sportsbooks/pinnacle-odds-api) / [sportsapis.dev](https://sportsapis.dev/historical-odds) / [BettingIsCool](https://api.bettingiscool.com/) (Pinnacle closed its public API 2025-07) | closing-line-value as an independent "was this bet sharp" ground truth; a Pinnacle *suspension* on an ITF/esports match is itself a fixing signal |
+| [Polysights Insider Finder](https://gizmodo.com/tracking-insider-trading-on-polymarket-is-turning-into-a-business-of-its-own-2000709286) | cross-check for flagged insider wallets |
+
 ## Gotchas a maintainer must know
 
 1. **CLOB `winner` flags: `false` means "not yet", not "lost".** Every token of
@@ -205,6 +214,15 @@ runner is retired (GitHub throttled `*/5` to ~2h in practice — it copied 1 of
    for anything latency-sensitive (it copied 1 of ~104 trades in June).
 7. **GitHub Pages soft-limits ~10 deploys/hour** on the `jaxperro` repo —
    batch dashboard pushes (see that repo's README).
+8. **Cached `res_t`/`won` can be fake for high-volume wallets.** When the
+   data-api omits `endDate`, `res_t` falls back to the wallet's *sell time*
+   and `won` is the price direction at pull — a scalper's sold-at-profit
+   position masquerades as a resolved win (ArbTraderRookie's rows were 100%
+   this). Selection must read **trusted rows only** via `live/trust.py`
+   (cross-wallet consensus `res_t` + pulled-after-resolution + `resolved` not
+   False). Also: never judge a held edge on a replay window shorter than the
+   wallet's entry→resolution lead — that's how the long-lead holders were
+   being filtered out (see FINDINGS "The holder blind spot").
 
 ---
 
diff --git a/live/cache.py b/live/cache.py
index 6569ae83..ab05a850 100644
--- a/live/cache.py
+++ b/live/cache.py
@@ -191,6 +191,15 @@ def invalidate(wallets):
             _con.execute("DELETE FROM pulled WHERE wallet=?", [w])
 
 
+def query(sql, params=None):
+    """Serialized raw read access to the cache DB for sibling modules (trust.py's
+    trusted-row queries). A second duckdb.connect in the same process would fight
+    this module's read-write connection for the single-writer lock, so everything
+    in-process must go through this one connection."""
+    with _lock:
+        return _con.execute(sql, params or []).fetchall()
+
+
 def pulled_ages():
     """{wallet: pulled_at} for every wallet ever pulled — lets collect.py bound
     how many stale re-pulls one run takes on."""
diff --git a/live/conviction_scan.py b/live/conviction_scan.py
index 8db721b0..a58c28fe 100644
--- a/live/conviction_scan.py
+++ b/live/conviction_scan.py
@@ -5,21 +5,28 @@ favorite-riding — and it persists out-of-sample.
 
 TRAIN = conviction bets resolved before June 1. TEST = June 1+ resolved.
 
-A "conviction" bet = one in the top 20% (p80) of THAT wallet's own stake sizes,
-computed per-wallet over its full cached window — replacing the old flat $200.
-Validated to reproduce flat-$200's win-rate lift while adapting to each wallet's
-scale (kept in sync with cache.CONV_PCTILE and trading/index.html).
+A "conviction" bet = one in the top 20% (p80) of THAT wallet's own stake sizes.
+2026-07-03: the p80 cutoff is now computed over TRAIN rows only (the full-window
+cutoff let test-period stakes leak into the threshold), and everything reads
+TRUSTED rows only (see trust.py — the res_t=ts fallback poison made scalpers
+look like 99%-win holders and inflated both train and forward stats).
 
 Profile gates (on TRAIN conviction bets):
   * >= MIN_N conviction bets
   * win rate >= WIN_MIN
   * avg entry in [ENTRY_LO, ENTRY_HI]  (excludes 0.9 favorite-riders)
   * copy-ROI > 0  and  z significant (BH-FDR)
+  * z_all > Z_ALL_MIN over ALL trusted train bets (whole-book skill — the
+    single strongest add in the 2026-07-03 May->June tournament: it roughly
+    doubled pooled forward copy-ROI at every tier)
+  * median conviction stake >= MIN_MED_STAKE (dust wallets betting $2-$6 clips
+    aren't followable and their fills aren't reproducible)
 Then validate forward and count how many keep the profile.
 """
 
 import math, os, time
 import duckdb
+import trust
 
 HERE = os.path.dirname(__file__)
 JUN1 = time.mktime(time.strptime("2026-06-01", "%Y-%m-%d"))
@@ -29,6 +36,8 @@ WIN_MIN = 0.65
 ENTRY_LO, ENTRY_HI = 0.30, 0.75
 MIN_TEST = 3
 FDR_Q = 0.05
+Z_ALL_MIN = 2.0         # whole-book z gate (all trusted train bets, any size)
+MIN_MED_STAKE = 50.0    # median train conviction stake floor (dust filter)
 
 
 def r(p, won): return (1 - p) / p if won else -1.0
@@ -44,33 +53,44 @@ def stats(bets):
 
 def main():
     con = duckdb.connect(os.path.join(HERE, "cache.duckdb"), read_only=True)
-    # per-wallet conviction cutoff = p80 of that wallet's own positive stakes, then
-    # keep only its bets at/above that cutoff (its top ~20% by size).
-    # res_t <= now: the cache stores early-sold positions in UNRESOLVED markets with
-    # a future res_t and won = curPrice at pull time — a mark, not an outcome. They
-    # were ~5% of the June test window with a 72% pseudo-"win" rate, inflating the
-    # forward validation; only actually-resolved bets may score.
+    now = int(time.time())
+    # TRUSTED rows only (trust.py): consensus res_t kills the res_t=ts fallback
+    # poison; pulled_at >= E and resolved-is-not-False kill stale price marks.
+    # Conviction cutoff = p80 of the wallet's TRAIN-window positive stakes (the
+    # old full-window cutoff leaked test-period stake sizes into selection).
     rows = con.execute(
-        "WITH thr AS (SELECT wallet, quantile_cont(size, ?) AS t "
-        "             FROM bets WHERE size > 0 GROUP BY wallet) "
-        "SELECT b.wallet, b.p, b.won, b.res_t "
-        "FROM bets b JOIN thr ON b.wallet = thr.wallet "
-        "WHERE b.size > 0 AND b.size >= thr.t AND b.res_t <= ?",
-        [CONV_PCTILE, int(time.time())]).fetchall()
+        f"WITH {trust.cte(now)}, "
+        "thr AS (SELECT wallet, quantile_cont(size, ?) AS t "
+        f"        FROM trusted WHERE res_t < {JUN1} GROUP BY wallet) "
+        "SELECT b.wallet, b.p, b.won, b.res_t, b.size "
+        "FROM trusted b JOIN thr ON b.wallet = thr.wallet "
+        "WHERE b.size >= thr.t",
+        [CONV_PCTILE]).fetchall()
+    # whole-book skill over ALL trusted train bets (any size) — the z_all gate
+    allz = dict(con.execute(
+        f"WITH {trust.cte(now)} "
+        "SELECT wallet, (sum(won::INT) - sum(least(0.999,greatest(0.001,p)))) "
+        " / sqrt(greatest(sum(least(0.999,greatest(0.001,p)) "
+        "                    * (1 - least(0.999,greatest(0.001,p)))), 1e-9)) "
+        f"FROM trusted WHERE res_t < {JUN1} GROUP BY wallet").fetchall())
     byw = {}
-    for w, p, won, rt in rows:
-        byw.setdefault(w, []).append((max(0.001, min(0.999, p or 0)), won, rt or 0))
+    for w, p, won, rt, sz in rows:
+        byw.setdefault(w, []).append((max(0.001, min(0.999, p or 0)), won, rt or 0, sz or 0))
 
     cand = []
     for w, bets in byw.items():
-        tr = [(p, won) for p, won, rt in bets if rt < JUN1]
+        tr = [(p, won) for p, won, rt, _ in bets if rt < JUN1]
         if len(tr) < MIN_N:
             continue
+        med_stake = sorted(sz for p, won, rt, sz in bets if rt < JUN1)[len(tr) // 2]
+        z_all = allz.get(w, 0.0)
         n, wins, wr, roi, z, ap = stats(tr)
-        if wr >= WIN_MIN * 100 and ENTRY_LO <= ap <= ENTRY_HI and roi > 0:
-            te = [(p, won) for p, won, rt in bets if rt >= JUN1]
+        if (wr >= WIN_MIN * 100 and ENTRY_LO <= ap <= ENTRY_HI and roi > 0
+                and z_all > Z_ALL_MIN and med_stake >= MIN_MED_STAKE):
+            te = [(p, won) for p, won, rt, _ in bets if rt >= JUN1]
             tm = stats(te) if len(te) >= MIN_TEST else None
-            cand.append(dict(w=w, n=n, wr=wr, roi=roi, z=z, ap=ap, tm=tm, ntest=len(te)))
+            cand.append(dict(w=w, n=n, wr=wr, roi=roi, z=z, ap=ap, tm=tm,
+                             ntest=len(te), z_all=z_all, med_stake=med_stake))
 
     # FDR on the edge p-values
     ps = sorted(sf(c["z"]) for c in cand)
@@ -81,9 +101,9 @@ def main():
     sel = sorted([c for c in cand if sf(c["z"]) <= thr and thr > 0],
                  key=lambda c: c["roi"], reverse=True)
 
-    print(f"wallets with >= {MIN_N} conviction bets (top {1-CONV_PCTILE:.0%} by stake) pre-June: {len(byw):,} scanned")
-    print(f"matching the profile (win>= {WIN_MIN:.0%}, entry {ENTRY_LO}-{ENTRY_HI}, "
-          f"+ROI, FDR-significant): {len(sel)}\n")
+    print(f"wallets with >= {MIN_N} TRUSTED conviction bets (top {1-CONV_PCTILE:.0%} by train stake) pre-June: {len(byw):,} scanned")
+    print(f"matching the profile (win>= {WIN_MIN:.0%}, entry {ENTRY_LO}-{ENTRY_HI}, +ROI, "
+          f"z_all>{Z_ALL_MIN:g}, med stake>=${MIN_MED_STAKE:g}, FDR-significant): {len(sel)}\n")
 
     fwd = [c for c in sel if c["tm"]]
     if fwd:
@@ -107,6 +127,7 @@ def main():
     import json
     json.dump([{"wallet": c["w"], "name": c["w"][:10], "train_win": round(c["wr"], 1),
                 "train_conv_roi": round(c["roi"], 3), "train_z": round(c["z"], 2),
+                "z_all": round(c["z_all"], 2), "med_stake": round(c["med_stake"]),
                 "avg_entry": round(c["ap"], 2), "train_n": c["n"],
                 "fwd_win": round(c["tm"][2], 1) if c["tm"] else None,
                 "fwd_conv_roi": round(c["tm"][3], 3) if c["tm"] else None,
diff --git a/live/conviction_wallets.json b/live/conviction_wallets.json
index 33b15e80..cb804607 100644
--- a/live/conviction_wallets.json
+++ b/live/conviction_wallets.json
@@ -1,111 +1,73 @@
 [
   {
-    "wallet": "0x1098cbcb24967c5e4fe40afe9e74ab1a6afeea3c",
-    "name": "0x1098cbcb",
-    "train_win": 78.6,
-    "train_conv_roi": 7.171,
-    "train_z": 5.98,
-    "avg_entry": 0.38,
-    "train_n": 14,
-    "fwd_win": null,
-    "fwd_conv_roi": null,
-    "fwd_n": 0
-  },
-  {
-    "wallet": "0xbac47f23412c6e0d9d714458f534c972e148f7d4",
-    "name": "0xbac47f23",
-    "train_win": 72.0,
-    "train_conv_roi": 2.604,
-    "train_z": 3.0,
-    "avg_entry": 0.62,
-    "train_n": 25,
-    "fwd_win": null,
-    "fwd_conv_roi": null,
-    "fwd_n": 2
-  },
-  {
-    "wallet": "0xaadd010a1c8219748fdab15b0de0c8e64c2556db",
-    "name": "0xaadd010a",
-    "train_win": 76.2,
-    "train_conv_roi": 2.457,
-    "train_z": 4.83,
-    "avg_entry": 0.56,
-    "train_n": 21,
-    "fwd_win": 66.7,
-    "fwd_conv_roi": -0.324,
-    "fwd_n": 3
+    "wallet": "0x2f9b8638f03af7d6053c512cc054ac733489a68c",
+    "name": "0x2f9b8638",
+    "train_win": 76.9,
+    "train_conv_roi": 2.054,
+    "train_z": 3.76,
+    "z_all": 2.18,
+    "med_stake": 97,
+    "avg_entry": 0.32,
+    "train_n": 13,
+    "fwd_win": 60.0,
+    "fwd_conv_roi": 0.386,
+    "fwd_n": 5
   },
   {
     "wallet": "0xf5fe759cece500f58a431ef8dacea321f6e3e23d",
     "name": "0xf5fe759c",
     "train_win": 100.0,
-    "train_conv_roi": 1.276,
-    "train_z": 10.05,
+    "train_conv_roi": 1.251,
+    "train_z": 8.89,
+    "z_all": 18.46,
+    "med_stake": 11550,
     "avg_entry": 0.46,
-    "train_n": 84,
+    "train_n": 67,
     "fwd_win": 100.0,
-    "fwd_conv_roi": 1.032,
-    "fwd_n": 19
+    "fwd_conv_roi": 1.102,
+    "fwd_n": 13
   },
   {
-    "wallet": "0xde987652339b04cb3ff5f4c03d5d0409ef4b8dc8",
-    "name": "0xde987652",
-    "train_win": 75.0,
-    "train_conv_roi": 1.154,
-    "train_z": 2.88,
-    "avg_entry": 0.47,
-    "train_n": 20,
-    "fwd_win": null,
-    "fwd_conv_roi": null,
-    "fwd_n": 0
+    "wallet": "0xe8ca3f758c93f44f3ec210542ab78afb7c0bcccb",
+    "name": "0xe8ca3f75",
+    "train_win": 81.8,
+    "train_conv_roi": 1.224,
+    "train_z": 6.4,
+    "z_all": 11.17,
+    "med_stake": 204,
+    "avg_entry": 0.46,
+    "train_n": 66,
+    "fwd_win": 80.0,
+    "fwd_conv_roi": 0.398,
+    "fwd_n": 5
   },
   {
     "wallet": "0x72e1597864456eda62878413cf3e60c332e4a45d",
     "name": "0x72e15978",
-    "train_win": 99.3,
-    "train_conv_roi": 0.978,
-    "train_z": 16.6,
+    "train_win": 99.1,
+    "train_conv_roi": 0.983,
+    "train_z": 14.77,
+    "z_all": 21.51,
+    "med_stake": 622,
     "avg_entry": 0.52,
-    "train_n": 287,
+    "train_n": 227,
     "fwd_win": 100.0,
-    "fwd_conv_roi": 1.082,
-    "fwd_n": 113
+    "fwd_conv_roi": 1.083,
+    "fwd_n": 80
   },
   {
-    "wallet": "0x93be7da262735242f35dbbd8aa222ac105326ee3",
-    "name": "0x93be7da2",
-    "train_win": 79.0,
-    "train_conv_roi": 0.89,
-    "train_z": 14.68,
-    "avg_entry": 0.49,
-    "train_n": 482,
-    "fwd_win": null,
-    "fwd_conv_roi": null,
-    "fwd_n": 0
-  },
-  {
-    "wallet": "0x60b3bb8173ebcbcf68c175da401c5cd38ee6f261",
-    "name": "0x60b3bb81",
-    "train_win": 85.0,
-    "train_conv_roi": 0.858,
-    "train_z": 3.1,
-    "avg_entry": 0.52,
-    "train_n": 20,
-    "fwd_win": null,
-    "fwd_conv_roi": null,
-    "fwd_n": 0
-  },
-  {
-    "wallet": "0xc78cdeb598f0bb8bae62a80e8134e842b3c44455",
-    "name": "0xc78cdeb5",
-    "train_win": 82.7,
-    "train_conv_roi": 0.818,
-    "train_z": 11.45,
-    "avg_entry": 0.46,
-    "train_n": 237,
-    "fwd_win": null,
-    "fwd_conv_roi": null,
-    "fwd_n": 0
+    "wallet": "0x73afc8160c17830c0c7281a7bf570c871455b880",
+    "name": "0x73afc816",
+    "train_win": 86.4,
+    "train_conv_roi": 0.832,
+    "train_z": 6.19,
+    "z_all": 14.07,
+    "med_stake": 3450,
+    "avg_entry": 0.51,
+    "train_n": 66,
+    "fwd_win": 100.0,
+    "fwd_conv_roi": 1.245,
+    "fwd_n": 65
   },
   {
     "wallet": "0x99292fe5c401a3a2b8df0e65e6e7df0b5ab6919e",
@@ -113,236 +75,52 @@
     "train_win": 81.3,
     "train_conv_roi": 0.813,
     "train_z": 11.32,
+    "z_all": 5.89,
+    "med_stake": 444,
     "avg_entry": 0.45,
     "train_n": 241,
     "fwd_win": null,
     "fwd_conv_roi": null,
     "fwd_n": 0
   },
-  {
-    "wallet": "0x0b9de6c1744db3888814eb09372e12edfd30e80c",
-    "name": "0x0b9de6c1",
-    "train_win": 78.6,
-    "train_conv_roi": 0.798,
-    "train_z": 2.5,
-    "avg_entry": 0.5,
-    "train_n": 14,
-    "fwd_win": 71.4,
-    "fwd_conv_roi": 0.374,
-    "fwd_n": 14
-  },
-  {
-    "wallet": "0xd96eb7d3c06ff3aff7a6364497a79ffd16dba41a",
-    "name": "0xd96eb7d3",
-    "train_win": 100.0,
-    "train_conv_roi": 0.792,
-    "train_z": 3.26,
-    "avg_entry": 0.6,
-    "train_n": 15,
-    "fwd_win": null,
-    "fwd_conv_roi": null,
-    "fwd_n": 0
-  },
-  {
-    "wallet": "0xa291e49aa91166982ca3e2a3fb92d6fa2e933bae",
-    "name": "0xa291e49a",
-    "train_win": 95.0,
-    "train_conv_roi": 0.774,
-    "train_z": 3.68,
-    "avg_entry": 0.55,
-    "train_n": 20,
-    "fwd_win": null,
-    "fwd_conv_roi": null,
-    "fwd_n": 0
-  },
-  {
-    "wallet": "0x73afc8160c17830c0c7281a7bf570c871455b880",
-    "name": "0x73afc816",
-    "train_win": 84.6,
-    "train_conv_roi": 0.749,
-    "train_z": 7.15,
-    "avg_entry": 0.52,
-    "train_n": 104,
-    "fwd_win": 100.0,
-    "fwd_conv_roi": 1.216,
-    "fwd_n": 81
-  },
-  {
-    "wallet": "0xd8bafbb1ff607dfa98b1045acd9121fff551dbb4",
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+    "fwd_conv_roi": -0.03,
+    "fwd_n": 16
   },
   {
     "wallet": "0x3a847382ad6fff9be1db4e073fd9b869f6884d44",
     "name": "0x3a847382",
-    "train_win": 67.4,
-    "train_conv_roi": 0.058,
-    "train_z": 3.8,
+    "train_win": 68.1,
+    "train_conv_roi": 0.062,
+    "train_z": 3.75,
+    "z_all": 2.41,
+    "med_stake": 697,
     "avg_entry": 0.59,
-    "train_n": 411,
+    "train_n": 361,
     "fwd_win": null,
     "fwd_conv_roi": null,
     "fwd_n": 0
   },
   {
-    "wallet": "0x0753b3d35f12f10abb8669e2f45965fd5379b6d5",
-    "name": "0x0753b3d3",
-    "train_win": 72.3,
-    "train_conv_roi": 0.055,
-    "train_z": 3.09,
-    "avg_entry": 0.67,
-    "train_n": 549,
-    "fwd_win": 55.6,
-    "fwd_conv_roi": -0.258,
-    "fwd_n": 9
-  },
-  {
-    "wallet": "0xf2252e4aa8386e26cae9a778c9b9ec41fcedcc69",
-    "name": "0xf2252e4a",
-    "train_win": 69.0,
-    "train_conv_roi": 0.054,
-    "train_z": 3.15,
-    "avg_entry": 0.63,
-    "train_n": 542,
-    "fwd_win": 67.0,
-    "fwd_conv_roi": 0.032,
-    "fwd_n": 209
-  },
-  {
-    "wallet": "0xc7bbb06019509bd61ca0a5cc468046af2631cff3",
-    "name": "0xc7bbb060",
-    "train_win": 80.1,
-    "train_conv_roi": 0.051,
-    "train_z": 2.75,
-    "avg_entry": 0.75,
-    "train_n": 397,
-    "fwd_win": null,
-    "fwd_conv_roi": null,
-    "fwd_n": 0
-  },
-  {
-    "wallet": "0x901001186a9c9c61bdba0d472ac2c61a1d18df3e",
-    "name": "0x90100118",
-    "train_win": 65.2,
-    "train_conv_roi": 0.05,
-    "train_z": 3.6,
-    "avg_entry": 0.58,
-    "train_n": 469,
+    "wallet": "0xa85ce6075994cf3e069feeb2ccd9667608533463",
+    "name": "0xa85ce607",
+    "train_win": 69.2,
+    "train_conv_roi": 0.053,
+    "train_z": 3.27,
+    "z_all": 3.9,
+    "med_stake": 160,
+    "avg_entry": 0.61,
+    "train_n": 318,
     "fwd_win": null,
     "fwd_conv_roi": null,
     "fwd_n": 0
@@ -3254,157 +730,43 @@
   {
     "wallet": "0x1dd17e22aaf80db74706d3771843aeba576fc5eb",
     "name": "0x1dd17e22",
-    "train_win": 65.8,
-    "train_conv_roi": 0.049,
-    "train_z": 2.76,
+    "train_win": 65.7,
+    "train_conv_roi": 0.051,
+    "train_z": 2.73,
+    "z_all": 4.06,
+    "med_stake": 1052,
     "avg_entry": 0.59,
-    "train_n": 354,
+    "train_n": 347,
     "fwd_win": null,
     "fwd_conv_roi": null,
     "fwd_n": 0
   },
   {
-    "wallet": "0x40c28ca20dbaa7c50eba94a127580a05d6628373",
-    "name": "0x40c28ca2",
-    "train_win": 76.5,
-    "train_conv_roi": 0.047,
-    "train_z": 2.56,
-    "avg_entry": 0.71,
-    "train_n": 400,
-    "fwd_win": null,
-    "fwd_conv_roi": null,
-    "fwd_n": 0
-  },
-  {
-    "wallet": "0x4c039d1350e83f378be2356f543e8d2e13fe604e",
-    "name": "0x4c039d13",
-    "train_win": 72.4,
-    "train_conv_roi": 0.041,
-    "train_z": 3.01,
-    "avg_entry": 0.65,
-    "train_n": 275,
-    "fwd_win": 16.7,
-    "fwd_conv_roi": -0.804,
-    "fwd_n": 6
-  },
-  {
-    "wallet": "0xa4bd8f49695cf5d55924aca4cc2694952874e8a2",
-    "name": "0xa4bd8f49",
-    "train_win": 69.6,
-    "train_conv_roi": 0.04,
-    "train_z": 2.87,
-    "avg_entry": 0.65,
-    "train_n": 727,
-    "fwd_win": 88.2,
-    "fwd_conv_roi": 0.187,
-    "fwd_n": 34
-  },
-  {
-    "wallet": "0xf4073f43e4afb119c3cb3800a10eb08adb16f1f4",
-    "name": "0xf4073f43",
-    "train_win": 67.1,
-    "train_conv_roi": 0.038,
-    "train_z": 2.74,
-    "avg_entry": 0.61,
-    "train_n": 401,
-    "fwd_win": null,
-    "fwd_conv_roi": null,
-    "fwd_n": 0
-  },
-  {
-    "wallet": "0x4985b6f6cc27134ea9c2d469c07cdf6f4528dce4",
-    "name": "0x4985b6f6",
-    "train_win": 67.7,
-    "train_conv_roi": 0.038,
-    "train_z": 2.52,
-    "avg_entry": 0.61,
-    "train_n": 217,
-    "fwd_win": 47.8,
-    "fwd_conv_roi": 0.01,
+    "wallet": "0x0d42cc5ff0526fbb8f0bb9eafa9ebba3f23df124",
+    "name": "0x0d42cc5f",
+    "train_win": 68.2,
+    "train_conv_roi": 0.024,
+    "train_z": 2.29,
+    "z_all": 5.38,
+    "med_stake": 440,
+    "avg_entry": 0.63,
+    "train_n": 337,
+    "fwd_win": 65.2,
+    "fwd_conv_roi": 0.101,
     "fwd_n": 23
   },
   {
-    "wallet": "0x7895b2409fb77887aa1f0ab0950dc2fdeeaee806",
-    "name": "0x7895b240",
-    "train_win": 71.9,
-    "train_conv_roi": 0.035,
-    "train_z": 3.23,
-    "avg_entry": 0.65,
-    "train_n": 356,
-    "fwd_win": 47.1,
-    "fwd_conv_roi": 0.011,
-    "fwd_n": 17
-  },
-  {
-    "wallet": "0xa85ce6075994cf3e069feeb2ccd9667608533463",
-    "name": "0xa85ce607",
-    "train_win": 68.6,
-    "train_conv_roi": 0.033,
-    "train_z": 3.1,
-    "avg_entry": 0.61,
-    "train_n": 322,
-    "fwd_win": null,
-    "fwd_conv_roi": null,
-    "fwd_n": 0
-  },
-  {
-    "wallet": "0x9861c8d24be57c57be23306fffb0668d8f5bffae",
-    "name": "0x9861c8d2",
-    "train_win": 65.3,
-    "train_conv_roi": 0.03,
-    "train_z": 2.71,
-    "avg_entry": 0.6,
-    "train_n": 452,
-    "fwd_win": null,
-    "fwd_conv_roi": null,
-    "fwd_n": 0
-  },
-  {
-    "wallet": "0x09d2c8bed32c8ba868f3119697679386239dcc27",
-    "name": "0x09d2c8be",
-    "train_win": 67.0,
-    "train_conv_roi": 0.023,
-    "train_z": 2.79,
-    "avg_entry": 0.62,
-    "train_n": 619,
-    "fwd_win": null,
-    "fwd_conv_roi": null,
-    "fwd_n": 0
-  },
-  {
-    "wallet": "0xe1a532a9991cc9ce27174b0296d077f824149dad",
-    "name": "0xe1a532a9",
-    "train_win": 69.0,
-    "train_conv_roi": 0.02,
-    "train_z": 2.98,
-    "avg_entry": 0.63,
-    "train_n": 400,
-    "fwd_win": null,
-    "fwd_conv_roi": null,
-    "fwd_n": 0
-  },
-  {
-    "wallet": "0x3b1f15f55716197399247392a280deee45806500",
-    "name": "0x3b1f15f5",
-    "train_win": 71.4,
-    "train_conv_roi": 0.012,
-    "train_z": 2.57,
-    "avg_entry": 0.67,
-    "train_n": 590,
-    "fwd_win": null,
-    "fwd_conv_roi": null,
-    "fwd_n": 0
-  },
-  {
-    "wallet": "0x9cd1bdc2a24c78f462ba1fc0fa11a0f2abfb0b33",
-    "name": "0x9cd1bdc2",
-    "train_win": 65.5,
-    "train_conv_roi": 0.012,
-    "train_z": 2.85,
-    "avg_entry": 0.59,
-    "train_n": 386,
-    "fwd_win": null,
-    "fwd_conv_roi": null,
-    "fwd_n": 0
+    "wallet": "0x83e8723ff456f79445192be823761a4d67517b89",
+    "name": "0x83e8723f",
+    "train_win": 68.8,
+    "train_conv_roi": 0.009,
+    "train_z": 2.0,
+    "z_all": 2.27,
+    "med_stake": 501,
+    "avg_entry": 0.64,
+    "train_n": 285,
+    "fwd_win": 68.8,
+    "fwd_conv_roi": 0.866,
+    "fwd_n": 16
   }
 ]
\ No newline at end of file
diff --git a/live/trust.py b/live/trust.py
new file mode 100644
index 00000000..9d27683a
--- /dev/null
+++ b/live/trust.py
@@ -0,0 +1,118 @@
+#!/usr/bin/env python3
+"""Trusted-row filtering for cache.duckdb — the 2026-07-03 data-integrity fix.
+
+Two ways a cached bet row can lie (see FINDINGS.md "The holder blind spot"):
+
+  1. res_t = ts fallback: when the data-api omits `endDate` on a closed
+     position, insider.resolved_bets stores the wallet's SELL time as res_t and
+     `won = curPrice >= 0.5` at pull time. A scalper's sold-at-profit position
+     then masquerades as a resolved win at a fake resolution time
+     (ArbTraderRookie's 1,997 legacy rows were 100% this).
+  2. stale marks: `won` is only authoritative if the wallet was pulled AFTER
+     the market resolved; rows pulled earlier carry a price mark, and v2 rows
+     say so via resolved=False, but legacy rows can't.
+
+The fix is cross-wallet consensus: endDate-based rows for one market agree on
+the same res_t across every wallet, while ts-fallback rows scatter (each
+wallet's sell time is its own). So a row is TRUSTED iff
+
+  * its res_t equals the market's modal res_t across >= 2 distinct wallets (E)
+  * E <= now                       (the market is actually over)
+  * the wallet's pulled_at >= E    (won observed after resolution -> 0/1)
+  * resolved IS DISTINCT FROM FALSE (v2 mark rows out)
+
+~13.5M of 19.2M rows pass; what's dropped is exactly the poison that made
+scalpers look like 99%-win holders. Selection must only ever score trusted rows.
+
+This module has NO cache.py import (so read-only scripts that open their own
+connection can use it without a second in-process connection fighting the
+single-writer lock). Callers pass a `runq(sql, params) -> rows` callable.
+"""
+import time
+
+# CTE fragments: prepend inside `WITH ...` and select from `trusted`.
+# {now} must be substituted with an int epoch.
+TRUSTED_CTE = """
+tr_r AS (SELECT DISTINCT wallet, cond, asset, won, p, res_t, size, src, ts, resolved
+         FROM bets WHERE res_t > 0 AND size > 0),
+tr_cons AS (SELECT cond, res_t AS E FROM (
+    SELECT cond, res_t, count(DISTINCT wallet) nw,
+           row_number() OVER (PARTITION BY cond
+               ORDER BY count(DISTINCT wallet) DESC, count(*) DESC) rn
+    FROM tr_r GROUP BY cond, res_t) WHERE rn = 1 AND nw >= 2),
+trusted AS (
+  SELECT tr_r.* FROM tr_r
+  JOIN tr_cons ON tr_r.cond = tr_cons.cond AND tr_r.res_t = tr_cons.E
+  JOIN pulled pl ON pl.wallet = tr_r.wallet
+  WHERE tr_cons.E <= {now} AND pl.pulled_at >= tr_cons.E
+    AND (tr_r.resolved IS DISTINCT FROM FALSE))
+"""
+
+
+def cte(now=None):
+    """The trusted-rows CTE body with {now} filled in."""
+    return TRUSTED_CTE.format(now=int(now or time.time()))
+
+
+def ensure_cons(runq, now=None):
+    """Materialize the consensus map once per connection as TEMP TABLE t_cons
+    (cond, E) so repeated per-wallet queries don't re-scan 19M rows. Temp
+    tables are allowed on read-only connections."""
+    have = runq("SELECT count(*) FROM information_schema.tables "
+                "WHERE table_name = 't_cons'", [])
+    if have and have[0][0]:
+        return
+    runq(f"""CREATE TEMP TABLE t_cons AS
+        WITH r AS (SELECT DISTINCT wallet, cond, res_t
+                   FROM bets WHERE res_t > 0 AND size > 0)
+        SELECT cond, res_t AS E FROM (
+            SELECT cond, res_t, count(DISTINCT wallet) nw,
+                   row_number() OVER (PARTITION BY cond
+                       ORDER BY count(DISTINCT wallet) DESC, count(*) DESC) rn
+            FROM r GROUP BY cond, res_t) WHERE rn = 1 AND nw >= 2
+        AND res_t <= {int(now or time.time())}""", [])
+
+
+def trusted_wallet_rows(runq, wallet, now=None):
+    """This wallet's trusted resolved bets as (cond, won, p, res_t, size),
+    deduped per token. Requires ensure_cons() first."""
+    now = int(now or time.time())
+    return runq("""
+        SELECT DISTINCT b.cond, b.asset, b.won,
+               least(0.999, greatest(0.001, b.p)) p, b.res_t, b.size
+        FROM bets b
+        JOIN t_cons c ON b.cond = c.cond AND b.res_t = c.E
+        JOIN pulled pl ON pl.wallet = b.wallet
+        WHERE b.wallet = ? AND b.size > 0 AND c.E <= ?
+          AND pl.pulled_at >= c.E AND (b.resolved IS DISTINCT FROM FALSE)""",
+        [wallet, now])
+
+
+def conviction_record(runq, wallet, days=90, pctile=0.80, now=None):
+    """Trailing trusted CONVICTION record for the held-edge gate:
+    {n, wr, roi} over the wallet's top-(1-pctile) stake bets resolved in the
+    last `days`. The conviction cutoff is that wallet's stake p80 over its FULL
+    trusted history (matching cache.conv_cutoff semantics). roi is the flat-
+    stake hold-to-resolution copy ROI per bet, fee/slip-free (gates compare it
+    to 0, and fees are already charged in copy_pnl, the other selection leg)."""
+    now = int(now or time.time())
+    rows = trusted_wallet_rows(runq, wallet, now)
+    if not rows:
+        return dict(n=0, wr=0.0, roi=0.0)
+    sizes = sorted(r[5] for r in rows)
+    k = (len(sizes) - 1) * pctile
+    f = int(k)
+    thr = sizes[f] if f + 1 >= len(sizes) else sizes[f] + (sizes[f + 1] - sizes[f]) * (k - f)
+    cut = now - days * 86400
+    # one bet per market: keep the largest-stake token row
+    best = {}
+    for cond, asset, won, p, res_t, size in rows:
+        if size >= thr and res_t >= cut:
+            if cond not in best or size > best[cond][2]:
+                best[cond] = (won, p, size)
+    conv = list(best.values())
+    if not conv:
+        return dict(n=0, wr=0.0, roi=0.0)
+    wins = sum(1 for won, _, _ in conv if won)
+    roi = sum(((1 - p) / p if won else -1.0) for won, p, _ in conv) / len(conv)
+    return dict(n=len(conv), wr=wins / len(conv), roi=roi)
diff --git a/live/validate_timing.py b/live/validate_timing.py
index df96ad38..0141345c 100644
--- a/live/validate_timing.py
+++ b/live/validate_timing.py
@@ -13,6 +13,19 @@ conviction wallet and SELECT on copyability directly —
 This keeps Kruto (sells often but profitably) and surfaces copy-positive holders
 the lead gate used to discard; it drops scalper-traps like a wallet that's only
 positive via sells while its held bets lose.
+
+2026-07-03 holder fix: the held-edge gates no longer use the replay's held leg.
+That leg only counts bets entered AND resolved inside the Jun-1->now window, so
+a ~7-day-lead holder always showed `held 0-0, ~20 unresolved` and failed
+held_n>=8 — the filter structurally rejected the most copyable wallets (whale
+0x73afc816: 100% fwd win in conviction_scan, "held 0-0" here; and pre-Jul-2 the
+winner=False bug booked those unresolved bets as LOSSES, which is where the
+iohihoo −$749 / ArbTrader −$790 "scalper trap" numbers came from). The held-edge
+gate now reads the wallet's trailing TRUSTED conviction record from the cache
+(trust.py: consensus-resolution rows, outcome observed post-resolution), which
+includes bets entered before the window that resolved inside it. The replay's
+copy_pnl (fees, mirror exits) remains the other selection leg, and held stats
+are still computed for display.
 """
 
 import json
@@ -25,6 +38,7 @@ from concurrent.futures import ThreadPoolExecutor
 
 import cache
 import smart_money as sm
+import trust
 
 HERE = os.path.dirname(__file__)
 COPYABLE_MED_LEAD = 24.0     # median lead (h) on winning conviction bets to count as copyable
@@ -190,10 +204,12 @@ def lead_profile(w):
     return dict(n=len(leads), med=med, u6=u6, verdict=verdict)
 
 
-MIN_HELD = 8          # need this many resolved held conviction bets to trust the held edge
-MIN_HELD_WR = 0.55    # held bets must WIN a clear majority — excludes longshot-variance
+MIN_HELD = 8          # need this many trailing trusted conviction bets to trust the held edge
+MIN_HELD_WR = 0.55    # they must WIN a clear majority — excludes longshot-variance
                       # players (+EV but ~34% win) that don't fit the high-win-rate thesis
 MIN_LEAD_H = 1.0      # light sniper guard: drop wallets whose median winning lead < 1h
+TRUST_DAYS = 90       # trailing window for the trusted conviction record (long enough
+                      # that week-lead holders have real resolved sample in it)
 
 
 def main():
@@ -219,6 +235,7 @@ def main():
     with ThreadPoolExecutor(max_workers=8) as ex:
         stats = list(ex.map(safe_stats, conv))
 
+    trust.ensure_cons(cache.query)
     cut30 = time.time() - 30 * 86400
     sharps = []
     for c, ds in zip(conv, stats):
@@ -229,27 +246,37 @@ def main():
             c["name"] = ds["name"]
         lp = lead_profile(c["wallet"])
         c["med_lead_h"] = round(lp["med"], 1) if lp else None
-        held_n = ds["held_won"] + ds["held_lost"]
-        held_wr = ds["held_won"] / held_n if held_n else 0
-        # SELECT a copyable sharp: active, copy-positive, and a genuine hold-to-
-        # resolution edge — held leg positive AND winning a clear majority on a real
-        # sample, so the edge survives live latency and isn't longshot variance or
-        # all sell-timing. A light lead floor drops true sub-hour snipers.
+        # held-to-resolution edge from the trailing TRUSTED cache record — includes
+        # bets entered before the replay window that resolved inside it, so long-lead
+        # holders are judged on their real resolved sample (the replay's own held leg
+        # is mostly "unresolved" for them and only reported for display).
+        tr = trust.conviction_record(cache.query, c["wallet"], days=TRUST_DAYS,
+                                     pctile=cache.CONV_PCTILE)
+        c["trust_n"], c["trust_wr"], c["trust_roi"] = tr["n"], round(tr["wr"], 3), round(tr["roi"], 3)
+        # SELECT a copyable sharp: active, copy-positive (fee-aware replay), and a
+        # genuine hold-to-resolution edge — trailing trusted conviction record wins a
+        # clear majority with positive flat-stake ROI on a real sample, so the edge
+        # survives live latency and isn't longshot variance or all sell-timing. A
+        # light lead floor drops true sub-hour snipers.
         if ((ds["last_trade"] or 0) >= cut30 and ds["copy_pnl"] > 0
-                and ds["held_pnl"] > 0 and held_n >= MIN_HELD and held_wr >= MIN_HELD_WR
+                and tr["n"] >= MIN_HELD and tr["wr"] >= MIN_HELD_WR and tr["roi"] > 0
                 and (c["med_lead_h"] is None or c["med_lead_h"] >= MIN_LEAD_H)):
             sharps.append(c)
 
     sharps.sort(key=lambda c: c["copy_pnl"], reverse=True)
-    print(f"copy-positive holders (copy>0, held>0, held_n>={MIN_HELD}, active, lead>={MIN_LEAD_H}h): "
+    print(f"copy-positive holders (copy>0, trust_n>={MIN_HELD}, trust_wr>={MIN_HELD_WR:.0%}, "
+          f"trust_roi>0 over {TRUST_DAYS}d, active, lead>={MIN_LEAD_H}h): "
           f"{len(sharps)} of {len(conv)}\n")
-    h = f"{'copyP&L':>8}{'heldP&L':>8}{'held':>9}{'sold%':>6}{'medLeadH':>9}  wallet"
+    h = (f"{'copyP&L':>8}{'trustRec':>10}{'trustROI':>9}{'heldP&L':>8}{'held':>9}"
+         f"{'sold%':>6}{'medLeadH':>9}  wallet")
     print(h); print("-" * len(h))
     for c in sharps[:35]:
         n = c["held_won"] + c["held_lost"]
         sp = 100 * c["sold"] / (c["sold"] + n) if (c["sold"] + n) else 0
         ld = f"{c['med_lead_h']:.0f}" if c["med_lead_h"] is not None else "—"
-        print(f"{c['copy_pnl']:>+8}{c['held_pnl']:>+8}{(str(c['held_won'])+'-'+str(c['held_lost'])):>9}"
+        rec = f"{round(c['trust_wr']*c['trust_n'])}-{round((1-c['trust_wr'])*c['trust_n'])}"
+        print(f"{c['copy_pnl']:>+8}{rec:>10}{c['trust_roi']:>+9.0%}{c['held_pnl']:>+8}"
+              f"{(str(c['held_won'])+'-'+str(c['held_lost'])):>9}"
               f"{sp:>5.0f}%{ld:>9}  {(c.get('name') or c['wallet'][:10])}")
 
     json.dump(sharps, open(os.path.join(HERE, "watch_sharps.json"), "w"), indent=2)
diff --git a/live/watch_sharps.json b/live/watch_sharps.json
index 19336aec..6a5d881e 100644
--- a/live/watch_sharps.json
+++ b/live/watch_sharps.json
@@ -1,114 +1,166 @@
 [
   {
-    "wallet": "0xe89b2ad092a1a78789305423632b6e56c0eb701f",
-    "name": null,
-    "train_win": 67.5,
-    "train_conv_roi": 0.108,
-    "train_z": 2.88,
-    "avg_entry": 0.6,
-    "train_n": 274,
-    "fwd_win": 63.8,
-    "fwd_conv_roi": 0.045,
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