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jaxperro
8edccda58a
- README: recorder row + architecture diagram reflect fold->parquet-> 15-min mirror (and research/ joins the diagram); cheat-sheet gains a 'sync the tape now' row - HANDOFF: snapshot dated 2026-07-21, launchd roster (tape-sync + research-nightly wait behavior), #15 back in the open queue, tape ops line in quick-reference - recorder/README: ops block (sync_tape + fold health, deploy gap note), storage economics (/mo, mirror as Stage-1 feedstock) - research/README: nightly.sh wait-for-fresh-tape semantics - live/tape_sharps.json: refreshed 4-day chain-validated screen (the smoke run had briefly left a chain-less version) Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
34 lines
1.9 KiB
Markdown
34 lines
1.9 KiB
Markdown
# research/ — the edge factory (SILO)
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Standing rules (user directive 2026-07-20: "built in a silo to not affect
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anything on the live bot"):
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- **Nothing here is imported by, or imports, the bot** (`copybot.py`,
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`copytrade.py`, their configs). The Fly workers run pinned entrypoints;
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this directory is inert to them.
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- **Tape access is read-only** (`duckdb.connect(..., read_only=True)`).
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- The ONE shared write: `live/cache.duckdb::resolutions` via `live/payouts.py`
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— append-only immutable chain facts, the same store the daily pipeline
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already feeds. Nothing else in `live/` is touched.
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- The existing paper bot is the live test's CONTROL — graduated edges get
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their own paper harness here, never that one.
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- Studies are pre-registered (GitHub issue per study: hypothesis, params,
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verdict + kill criteria) BEFORE their forward window opens. Exploration
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happens on already-collected tape; **verdicts only come from
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`forward_ledger.jsonl` rows dated after the params freeze commit.**
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Layout:
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tape.py read-only loaders · tape proxy-resolution (terminal-VWAP +
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sibling veto, the 742/742 chain-validated method) · title
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parsers (niche, crypto strike/expiry/sprint)
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sim.py execution replayer calibrated on OUR live fills ledger
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(lag, FAK no-match, protected band, 3% taker fee)
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study_flow.py Study A — informed-flow state signal
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study_oracle.py Study B — crypto oracle fair value vs the book
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requote.py crater→requote timing measurement (retry tuning)
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forward.py scores frozen studies on new tape days → forward_ledger.jsonl
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params/ frozen study parameters (committed = frozen)
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nightly.sh launchd runner (fires 09:15, then WAITS for fresh tape —
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Stage 0 keeps the tape ~15-min fresh whenever the Mac is
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awake; deadline 8h, then scores anyway and logs staleness)
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