docs: batch-two results (T6-T10) — two survivors, the slow-repricing theme

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

FINDINGS.md

@@ -668,6 +668,21 @@ copy edge and its two pre-registered execution upgrades (#20/#21),
 and the human-maker inventory-lean line — following the wall's
 incumbents, not competing with them.
 
+**Batch two, same discipline (2026-07-23 night):** five more tests, two
+survivors, one theme. Maker inventory-leans are informed when SMALL
+(follow +$2.51/lean, walk-forward-consistent over three days; the $2k+
+whale-bags invert to fade +$13.38 — absorbed retail flow vs getting run
+over, in one size split), and same-outcome sibling markets reprice
+LATE after leader bursts (+$9.73/$100 chain-graded across 2,028
+episodes, stale-print-entry optimism stated). Settlement-discount
+harvesting is real but industrialized and sub-scale for us; the guard
+audit found the gates earning their keep (crater-rejects were GOOD
+misses — the winner's curse protecting us by accident); market-age
+slicing needs more sample. The unifying picture, joining the week's
+kills to its survivors: **speed is the moat where repricing is fast, and
+every edge we can actually reach lives where repricing is slow — stale
+siblings, absorbed inventory, and the sharps' own entry prices.**
+
 ## Repo layout
 
 - `insider.py` — the detector: z-score/p-value, timing/freshness/sizing signals,

research/README.md

@@ -57,6 +57,25 @@ Layout:
                         follow-on: inventory-lean signal
   sibling_sum_scan.py   T4 — print-substrate sum-arb scan (artifact-
                         dominated; needs standing-book data; parked)
+  maker_lean.py         T6 — WALK-FORWARD POSITIVE: follow small maker
+                        inventory leans (+$2.51/lean, 59% hit, positive
+                        all 3 days); fade $2k+ whale bags (+$13.38,
+                        n=422). Pre-registration candidate pending
+                        event-concentration + execution checks.
+  event_leadlag.py      T9 — POSITIVE: same-outcome siblings reprice
+                        slowly after leader bursts (+$9.73/$100 chain,
+                        n=2,028; stale-print entry optimism stated —
+                        Stage-2 is execution realism)
+  settle_discount.py    T7 — settlement-discount niche: industrialized
+                        by incumbents (+2-3%/hold for the good ones);
+                        residual unproven (63% of vol outside
+                        tape-resolution); parked at our scale
+  miss_audit.py         T8 — guard counterfactual: guards earn their
+                        keep; crater-rejects were GOOD misses (retry EV
+                        follow-up queued)
+  copy_age_slices.py    T10 — market-age gradient inconclusive at
+                        n<=15/cell (6-24h positive both books;
+                        age~market-type confound); reruns as fills accrue
   maker_quote_sim.py    T1 — crypto maker quoting at fair−m: STAGE-1
                         KILL 2026-07-23 (best cell +$0.37/fill at
                         m=4c/R=1s under queue-front optimism; every