thesis: stage v2.0 reserve-asset spine as Workshop candidates (v0.1.0:72)

Incorporates the signal-engine workstream's v2.0 thesis correction: the spine is bitcoin
as the apex NON-DEBASABLE RESERVE ASSET (debasement = forcing function, AI = abundance
engine), NOT "infrastructure settles on bitcoin" (the settlement/payments claim — Strike's
payments thesis died in backtest). thesis_seed.ensure_thesis_v2_candidate stages the
v2.0 root/forcing-function, throughline, the verifiable-vs-contrarian decomposition, and
the 3 seams (Energy↔Compute, Debasement↔Bitcoin, AI↔Data-Ownership) as CANDIDATE nodes
under the core line (idempotent sentinel; provenance + "unratified, exposure unconfirmed"
on the section). Nothing canonical (guardrail #4). docs/thesis-handoff.md gets a
SUPERSEDED-spine banner pointing to v2.0.

NOT done (gated on partner ratification): the live THROUGHLINE/PILLAR_1 constants and
architect_agent.py's system prompt ("scarcity as the connecting idea") still encode the
old spine — until ratified+updated, Vary/Revise/outreach regenerate the old framing.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

backend/thesis_seed.py

@@ -291,3 +291,91 @@ def ensure_positioning_framings(conn):
          {"count": len(inserted), "source": "architect-pass-2026-06-05", "node_ids": inserted})
     conn.commit()
     print(f"[thesis] seeded {len(inserted)} Architect positioning framings into the Workshop")
+
+
+# ── v2.0 spine (signal-engine workstream, 2026-06-09) ─────────────────────────
+# A thesis correction from a parallel "signal-engine" workstream Grant runs: the spine
+# is NOT "infrastructure settles on bitcoin" (settlement/payments — Strike's payments
+# thesis died in backtest) but bitcoin as the APEX NON-DEBASABLE RESERVE ASSET, with
+# debasement as the forcing function and AI as the abundance engine. Staged as CANDIDATE
+# content (never canonical — guardrail #4); provenance + the "unratified, exposure
+# figures unconfirmed by Grant" caveat are stated in the section node. The partners
+# ratify, modify, or reject it at their working session.
+THESIS_V2 = {
+    "provenance": ("CANDIDATE — from the parallel signal-engine workstream (2026-06-09), NOT yet ratified by "
+                   "the partners and NOT in any canonical thesis doc. It corrects the v5 spine from a "
+                   "settlement/payments claim to a reserve-asset / capital-flow conviction. Conviction and "
+                   "exposure levels are a working read of Grant's words; Grant confirms before anything is promoted."),
+    "root": ("Fiat is being debased through structural deficits financed by monetary expansion. At the same "
+             "time, AI is collapsing the marginal cost of anything reproducible toward zero. When the "
+             "reproducible becomes nearly free, durable economic value migrates to what remains provably "
+             "scarce and verifiable. Bitcoin is the apex form of that: a fixed-supply, non-debasable, "
+             "verifiable reserve asset. AI is the abundance engine; bitcoin is the scarcity anchor. They "
+             "are two faces of one megatrend, not two separate bets."),
+    "throughline": ("Bitcoin, AI, and energy are three of the largest growth markets of the next decade, and "
+                    "the scarce links across them (cheap energy, compute, and the non-debasable reserve asset) "
+                    "capture disproportionate value as the megatrend runs. Ten31's differentiated conviction is "
+                    "the specific connection: as money debases and AI commoditizes the reproducible, value "
+                    "accrues to the scarce side of this one supply chain, and bitcoin is where the monetary "
+                    "premium settles. This is the precise claim that the scarce inputs of these markets win and "
+                    "the monetary premium accrues to hard money."),
+    "decomposition": ("Verifiable today: power, compute, and AI infrastructure draw on the same scarce inputs "
+                      "(the bottleneck is physically co-located); fiat is being debased; bitcoin is provably "
+                      "scarce (21M cap); AI is collapsing the marginal cost of reproducible output. Contrarian "
+                      "and forward-looking (the unproven leg Ten31 uniquely owns): as the reproducible goes to "
+                      "zero cost and money debases, durable value accrues to the provably scarce, and bitcoin "
+                      "appreciates as the premier non-debasable reserve asset. This is an asset-value and "
+                      "capital-flow claim, not the claim that the world transacts in bitcoin. Lead with the "
+                      "verifiable co-location; earn the value-accrual conviction; never overclaim the rail."),
+    "seams": [
+        ("Seam 1 — Energy and Compute",
+         "AI and bitcoin both compete for the same scarce input: cheap, firm, flexible power. The companies "
+         "that own and supply the scarce side capture value as demand grows. Mining-native fluency "
+         "(interruptible load, behind-the-meter, stranded-gas-to-power) is a real underwriting edge a "
+         "generalist lacks."),
+        ("Seam 2 — Debasement and Bitcoin",
+         "As money debases, bitcoin is the non-debasable reserve, and the investable layer is the "
+         "infrastructure to access, hold, leverage, and utilize it: custody, exchange, and especially bitcoin "
+         "as pristine collateral for credit. Reserve and credit-collateral, not payments. As bitcoin "
+         "credit products mature, holders borrow rather than sell, shrinking marginal supply, so scarcity "
+         "amplifies."),
+        ("Seam 3 — AI and Data-Ownership",
+         "As AI commoditizes baseline competence, profit on undifferentiated output erodes toward zero; "
+         "durable margin accrues to those who own and protect their proprietary data and judgment. The "
+         "investable layer is sovereign data and confidential inference: own your stack, own your inference. "
+         "This is Ten31's published coherence conviction."),
+    ],
+}
+
+
+def ensure_thesis_v2_candidate(conn):
+    """Stage the v2.0 reserve-asset spine as CANDIDATE nodes under the core line so the
+    partners can review it in the Workshop. One-time (interaction_log sentinel),
+    additive, non-canonical (guardrail #4)."""
+    try:
+        already = conn.execute(
+            "SELECT 1 FROM interaction_log WHERE action='thesis.v2_candidate_seeded' LIMIT 1").fetchone()
+    except sqlite3.OperationalError:
+        return
+    if already:
+        return
+    row = conn.execute("SELECT id FROM thesis_lines WHERE line_key='core' AND deleted_at IS NULL").fetchone()
+    if not row:
+        return
+    core = row[0]
+    root = conn.execute("SELECT id FROM thesis_nodes WHERE line_id=? AND node_type='thesis_root' "
+                        "AND deleted_at IS NULL ORDER BY ord LIMIT 1", (core,)).fetchone()
+    if not root:
+        return
+    sec = _node(conn, core, root[0], "section", 6.5,
+                "v2.0 spine — reserve asset (CANDIDATE · signal-engine workstream · unratified)",
+                THESIS_V2["provenance"], status="candidate")
+    _node(conn, core, sec, "claim", 1, "Root / forcing function (v2.0)", THESIS_V2["root"], status="candidate")
+    _node(conn, core, sec, "throughline", 2, "Throughline (v2.0)", THESIS_V2["throughline"], status="candidate")
+    _node(conn, core, sec, "claim", 3, "Verifiable vs contrarian decomposition (v2.0)",
+          THESIS_V2["decomposition"], status="candidate")
+    for i, (title, body) in enumerate(THESIS_V2["seams"], start=4):
+        _node(conn, core, sec, "claim", float(i), title, body, status="candidate")
+    _log(conn, "thesis.v2_candidate_seeded", core, {"source": "signal-engine-v2.0-2026-06-09", "section": sec})
+    conn.commit()
+    print("[thesis] staged v2.0 reserve-asset spine as candidate nodes in the Workshop")