Replace v5 settlement spine with v2.0 reserve-asset spine (v0.1.0:73)
Swap the dead "scarcity as the connecting idea" / bitcoin-as-settlement spine for the v2.0 reserve-asset spine (bitcoin = apex non-debasable reserve asset; debasement = forcing function; AI = abundance engine; throughline is an asset-value/capital-flow claim, not settlement; three seams Energy<->Compute, Debasement<->Bitcoin, AI<->Data-Ownership) everywhere it was still encoded in live code, the seed, and the docs. - architect_agent.py / outreach_agent.py: both system prompts carried "scarcity as the connecting idea" and shipped settlement framing into every generated draft; rewritten to the reserve-asset spine. - thesis_seed.py: THROUGHLINE, PILLAR_1, the AI/energy-operator segment angle, and THESIS_V2 corrected and voice-cleaned (no em dash / "X, not Y" / "bet"). PILLAR_2/3 (real revenue, founder access) kept. - ensure_thesis_v2_promoted / revert_thesis_v2_promotion: make the v2.0 spine the working APPROVED spine and re-ground/clean the core nodes, deployment-state-invariant (structural targeting, not body text) and fully reversible (captures prior body/title/status/deleted_at). NODE level only: never sets a thesis_version canonical (guardrail #4); no hard deletes (guardrail #3). Wired into init_db after the v2 candidate stage. - docs/thesis-handoff.md replaced wholesale with the complete v2.0 doc; Ten31_Agentic_Build_Plan.md + PHASE_1.md throughline glosses updated. The v2.0 spine remains an unratified draft from the signal-engine workstream: canonical freeze stays the partners' dual sign-off, and Appendix-A conviction/exposure figures stay Grant's working read. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
This commit is contained in:
Keysat
@@ -58,7 +58,22 @@ def _render_thesis(thesis):
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def _system(thesis):
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text = ("You are the Architect, the in-house copilot that sharpens Ten31's investment "
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"thesis with the partners. Ten31 invests in critical infrastructure across bitcoin, "
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"AI, energy, and freedom technologies, with scarcity as the connecting idea. "
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"AI, energy, and freedom technologies. The spine of the thesis: fiat is being debased "
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"while AI drives the marginal cost of anything reproducible toward zero, so durable "
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"value migrates to what stays provably scarce and verifiable. Bitcoin is the apex form "
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"of that, a fixed-supply, non-debasable, verifiable reserve asset. AI is the abundance "
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"engine and bitcoin is the scarcity anchor, two faces of one megatrend. The throughline "
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"is an asset-value and capital-flow claim: as money debases and AI commoditizes the "
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"reproducible, value accrues to the scarce side of one supply chain and the monetary "
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"premium accrues to bitcoin as the non-debasable reserve asset. This is not a claim "
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"that the world transacts, settles, or clears in bitcoin. The structure runs on three "
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"seams: Energy and Compute (the same scarce firm power feeds both AI and bitcoin), "
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"Debasement and Bitcoin (bitcoin as reserve and as pristine collateral for credit, "
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"never payments), and AI and Data-Ownership (sovereign data and confidential inference, "
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"the own-your-stack and own-your-inference layer). Strike is a financial-services and "
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"reserve re-rate, never a payments story. Proof standard: every proof point must be "
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"falsifiable as scaled substance with a number, never a first-instance milestone. Do "
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"not invent proof and do not over-expose sensitive deal or return specifics. "
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f"VOICE RULES (follow exactly): {VOICE}\n\n"
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"Here is the current working thesis:\n" + _render_thesis(thesis))
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# Cache the thesis context so iterating across requests is cheap.
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@@ -189,8 +189,13 @@ def _draft_with_claude(aa, thesis, type_desc, deident_context, deident_voice, gu
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system = (
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"You are Ten31's outreach copilot. Draft ONE ready-to-send LP outreach email in the SENDER's voice. "
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f"VOICE RULES (follow exactly): {aa.VOICE}" + voice_block + "\n\n"
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"Ten31 invests in critical infrastructure across bitcoin, AI, energy, and freedom technologies, "
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"with scarcity as the connecting idea. Current working thesis:\n" + aa._render_thesis(thesis) + "\n\n"
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"Ten31 invests in critical infrastructure across bitcoin, AI, energy, and freedom technologies. "
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"The spine: fiat is being debased while AI drives the marginal cost of the reproducible toward "
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"zero, so durable value accrues to what stays provably scarce, and the monetary premium accrues "
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"to bitcoin as the apex non-debasable reserve asset. AI is the abundance engine and bitcoin is "
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"the scarcity anchor. Ten31 owns the scarce links of that one supply chain. This is an "
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"asset-value and capital-flow conviction, not a claim that the world transacts or settles in "
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"bitcoin. Current working thesis:\n" + aa._render_thesis(thesis) + "\n\n"
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"The recipient's context below is DE-IDENTIFIED: people, firms, and amounts appear as placeholders "
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"like [PERSON_1], [ORG_1], [AMOUNT_1]. Keep every placeholder EXACTLY as written and NEVER invent new "
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"ones — they are swapped back to real values after you reply. Reply to the ACTIVE conversation; use the "
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@@ -494,6 +494,15 @@ def init_db():
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except Exception as _e:
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print(f"[thesis] v2 candidate warning: {_e}")
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# One-time: promote the v2.0 spine to the WORKING (approved) thesis and soft-retire the old
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# settlement throughline + Pillar 1, so the live agents stop emitting the dead spine. Node-level
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# only; the canonical thesis_version freeze stays the partners' dual-approval action (guardrail #4).
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try:
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from thesis_seed import ensure_thesis_v2_promoted as _ensure_thesis_v2_promoted
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_ensure_thesis_v2_promoted(conn)
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except Exception as _e:
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print(f"[thesis] v2 promote warning: {_e}")
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conn.close()
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print(f"Database initialized at {DB_PATH}")
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+165
-23
@@ -60,11 +60,16 @@ def _node(conn, line_id, parent_id, node_type, ordn, title, body, status="draft"
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THROUGHLINE = (
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"Bitcoin, AI, and energy are three of the largest growth markets of the next decade, "
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"and they depend on the same scarce resources: cheap energy and computing power. We "
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"believe that energy, compute, and AI infrastructure will settle on money that is hard "
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"to produce. That is not the case today, and connecting these markets to bitcoin is the "
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"part of the thesis that very few others are making, even as broader crypto tries to "
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"attach itself to AI and energy. Ten31 invests in that infrastructure with strong conviction."
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"and the scarce links across them (cheap energy, compute, and the non-debasable reserve "
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"asset) capture disproportionate value as the megatrend runs. Fiat is being debased "
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"through structural deficits financed by monetary expansion, and AI is collapsing the "
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"marginal cost of anything reproducible toward zero. As money debases and AI commoditizes "
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"the reproducible, durable value accrues to the scarce side of this one supply chain, and "
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"the monetary premium accrues to bitcoin as the apex fixed-supply, non-debasable, "
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"verifiable reserve asset. AI is the abundance engine and bitcoin is the scarcity anchor, "
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"two faces of one megatrend. This is an asset-value and capital-flow conviction about "
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"where value accrues, and it is the specific connection very few others are making. Ten31 "
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"invests in that infrastructure with strong conviction."
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)
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OPTION_A = (
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@@ -78,11 +83,14 @@ OPTION_B = (
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PILLAR_1 = (
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"Every one of these markets is bottlenecked on something scarce. AI and bitcoin both "
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"compete for cheap energy and compute. And we believe energy, compute, and AI "
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"infrastructure will increasingly settle on money that is hard to produce, which points "
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"directly at bitcoin. The companies that own and supply the scarce side of that equation "
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"capture the value as demand grows. That is where we invest. (The bitcoin connection is a "
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"forward-looking conviction, not a description of today. That gap is the opportunity.)"
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"compete for cheap energy and compute, and each seam pairs a scarce input with an "
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"abundant one: energy with compute, debasement with bitcoin as the non-debasable reserve, "
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"AI with sovereign data ownership. As money debases and AI drives the reproducible toward "
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"zero cost, durable value accrues to the provably scarce side of that supply chain, and "
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"the monetary premium accrues to bitcoin as a reserve asset. The companies that own and "
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"supply the scarce side capture the value as demand grows. That is where we invest. (The "
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"value-accrual-to-bitcoin connection is forward-looking conviction about where value "
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"accrues, and that gap between today and that future is the opportunity.)"
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)
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PILLAR_2 = (
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"We invest in foundational infrastructure with real revenue: the companies that generate "
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@@ -139,9 +147,11 @@ SEGMENTS = [
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"Don't talk down to them; it is the same thesis, just an accessible entry point."),
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("ai_energy_operator", "AI & energy operators",
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"Operators in AI and energy who are not yet focused on bitcoin.",
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"You may not be focused on bitcoin today, and that is exactly the point. We believe bitcoin "
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"becomes a larger component of energy and compute over time, and most operators in your "
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"space are not yet positioned for it. We are, and we invest across the stack that connects them.",
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"You may not be focused on bitcoin today, and that is exactly the point. AI and bitcoin "
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"both compete for the same scarce input, cheap and flexible power, and most operators in "
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"your space are not yet positioned for that convergence. We are. We invest across the "
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"energy-to-compute stack that connects them, with mining-native fluency (interruptible "
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"load, behind-the-meter, stranded-gas-to-power) a generalist lacks.",
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"Don't assume they're bitcoin-focused and don't preach; connect bitcoin as a growing "
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"component of their world over time."),
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]
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@@ -302,7 +312,7 @@ def ensure_positioning_framings(conn):
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# figures unconfirmed by Grant" caveat are stated in the section node. The partners
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# ratify, modify, or reject it at their working session.
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THESIS_V2 = {
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"provenance": ("CANDIDATE — from the parallel signal-engine workstream (2026-06-09), NOT yet ratified by "
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"provenance": ("CANDIDATE, from the parallel signal-engine workstream (2026-06-09), NOT yet ratified by "
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"the partners and NOT in any canonical thesis doc. It corrects the v5 spine from a "
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"settlement/payments claim to a reserve-asset / capital-flow conviction. Conviction and "
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"exposure levels are a working read of Grant's words; Grant confirms before anything is promoted."),
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@@ -311,35 +321,35 @@ THESIS_V2 = {
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"reproducible becomes nearly free, durable economic value migrates to what remains provably "
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"scarce and verifiable. Bitcoin is the apex form of that: a fixed-supply, non-debasable, "
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"verifiable reserve asset. AI is the abundance engine; bitcoin is the scarcity anchor. They "
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"are two faces of one megatrend, not two separate bets."),
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"are two faces of one megatrend."),
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"throughline": ("Bitcoin, AI, and energy are three of the largest growth markets of the next decade, and "
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"the scarce links across them (cheap energy, compute, and the non-debasable reserve asset) "
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"capture disproportionate value as the megatrend runs. Ten31's differentiated conviction is "
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"the specific connection: as money debases and AI commoditizes the reproducible, value "
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"accrues to the scarce side of this one supply chain, and bitcoin is where the monetary "
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"premium settles. This is the precise claim that the scarce inputs of these markets win and "
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"the monetary premium accrues to hard money."),
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"accrues to the scarce side of this one supply chain, and the monetary premium accrues to "
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"bitcoin as the apex non-debasable reserve asset. This is the precise claim that the scarce "
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"inputs of these markets win and the monetary premium accrues to hard money."),
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"decomposition": ("Verifiable today: power, compute, and AI infrastructure draw on the same scarce inputs "
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"(the bottleneck is physically co-located); fiat is being debased; bitcoin is provably "
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"scarce (21M cap); AI is collapsing the marginal cost of reproducible output. Contrarian "
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"and forward-looking (the unproven leg Ten31 uniquely owns): as the reproducible goes to "
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"zero cost and money debases, durable value accrues to the provably scarce, and bitcoin "
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"appreciates as the premier non-debasable reserve asset. This is an asset-value and "
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"capital-flow claim, not the claim that the world transacts in bitcoin. Lead with the "
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"capital-flow claim about where the monetary premium accrues. Lead with the "
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"verifiable co-location; earn the value-accrual conviction; never overclaim the rail."),
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"seams": [
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("Seam 1 — Energy and Compute",
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("Seam 1: Energy and Compute",
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"AI and bitcoin both compete for the same scarce input: cheap, firm, flexible power. The companies "
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"that own and supply the scarce side capture value as demand grows. Mining-native fluency "
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"(interruptible load, behind-the-meter, stranded-gas-to-power) is a real underwriting edge a "
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"generalist lacks."),
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("Seam 2 — Debasement and Bitcoin",
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("Seam 2: Debasement and Bitcoin",
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"As money debases, bitcoin is the non-debasable reserve, and the investable layer is the "
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"infrastructure to access, hold, leverage, and utilize it: custody, exchange, and especially bitcoin "
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"as pristine collateral for credit. Reserve and credit-collateral, not payments. As bitcoin "
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"as pristine collateral for credit. As bitcoin "
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"credit products mature, holders borrow rather than sell, shrinking marginal supply, so scarcity "
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"amplifies."),
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("Seam 3 — AI and Data-Ownership",
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("Seam 3: AI and Data-Ownership",
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"As AI commoditizes baseline competence, profit on undifferentiated output erodes toward zero; "
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"durable margin accrues to those who own and protect their proprietary data and judgment. The "
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"investable layer is sovereign data and confidential inference: own your stack, own your inference. "
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@@ -379,3 +389,135 @@ def ensure_thesis_v2_candidate(conn):
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_log(conn, "thesis.v2_candidate_seeded", core, {"source": "signal-engine-v2.0-2026-06-09", "section": sec})
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conn.commit()
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print("[thesis] staged v2.0 reserve-asset spine as candidate nodes in the Workshop")
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def ensure_thesis_v2_promoted(conn):
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"""Make the v2.0 reserve-asset spine the WORKING (approved) spine so the live Architect /
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outreach prompts (which flatten the whole node tree) stop emitting the dead settlement
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framing. DEPLOYMENT-STATE-INVARIANT: it targets nodes by structure (the throughline directly
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under the core thesis_root; the Pillar-1 claim by its stable title; the v2.0 section's
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children by ord), never by transient body text, so it produces the SAME clean result whether
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the box was seeded with the old settlement constants (pre-existing box) or the new reserve
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constants (fresh box).
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What it does, all reversibly:
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* Rewrites the core throughline body to the reserve-asset THROUGHLINE (this is the single
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canonical throughline; the v2.0 section's redundant throughline child is soft-retired).
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* Re-grounds Pillar 1 in place to the reserve-asset PILLAR_1 (the three pillars are KEPT and
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re-grounded per the v2.0 handoff section 5, not dropped).
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* Refreshes the v2.0 section's root / decomposition / seam children from the current (cleaned)
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THESIS_V2 constant, so a box that staged the section earlier with stale text is corrected,
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and promotes them to 'approved'.
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NODE-LEVEL ONLY. This NEVER sets a thesis_version to 'canonical' (guardrail #4): freezing v2.0
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as the canonical version stays the partners' dual-approval action. The v2.0 spine is still an
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unratified draft from the parallel signal-engine workstream.
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Idempotent (interaction_log sentinel). Reversible and non-destructive (guardrail #3): nothing
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is hard-deleted; the redundant throughline child is SOFT-retired (deleted_at), and the prior
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body/title/status/deleted_at of EVERY touched row is captured so revert restores it exactly."""
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try:
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if conn.execute(
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"SELECT 1 FROM interaction_log WHERE action='thesis.v2_spine_promoted' LIMIT 1").fetchone():
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return
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except sqlite3.OperationalError:
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return # thesis / interaction_log tables not present yet
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core_row = conn.execute(
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"SELECT id FROM thesis_lines WHERE line_key='core' AND deleted_at IS NULL").fetchone()
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if not core_row:
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return # core line not seeded yet
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core = core_row[0]
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root_row = conn.execute(
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"SELECT id FROM thesis_nodes WHERE line_id=? AND node_type='thesis_root' AND deleted_at IS NULL "
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"ORDER BY ord LIMIT 1", (core,)).fetchone()
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sec_row = conn.execute(
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"SELECT id FROM thesis_nodes WHERE line_id=? AND node_type='section' "
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"AND title LIKE 'v2.0 spine%' AND deleted_at IS NULL ORDER BY ord LIMIT 1", (core,)).fetchone()
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if not root_row or not sec_row:
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return # v2.0 candidate not staged yet (ensure_thesis_v2_candidate runs first) -> no-op
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root_id, sec_id = root_row[0], sec_row[0]
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now = _now()
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touched = [] # prior {id, body, title, status, deleted_at} of every row we change, for exact revert
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def capture(nid):
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r = conn.execute("SELECT id, body, title, status, deleted_at FROM thesis_nodes WHERE id=?", (nid,)).fetchone()
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if r:
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touched.append({"id": r[0], "body": r[1], "title": r[2], "status": r[3], "deleted_at": r[4]})
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return r
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def set_node(nid, body=None, title=None, status=None, deleted_at="keep"):
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sets, vals = ["updated_at=?"], [now]
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if body is not None:
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sets.append("body=?"); vals.append(body)
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if title is not None:
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sets.append("title=?"); vals.append(title)
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if status is not None:
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sets.append("status=?"); vals.append(status)
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if deleted_at != "keep":
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sets.append("deleted_at=?"); vals.append(deleted_at)
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vals.append(nid)
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conn.execute(f"UPDATE thesis_nodes SET {', '.join(sets)} WHERE id=?", vals)
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# 1) Core throughline (directly under root): rewrite to the reserve-asset throughline, approved.
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th = conn.execute(
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"SELECT id FROM thesis_nodes WHERE line_id=? AND parent_id=? AND node_type='throughline' "
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"AND deleted_at IS NULL ORDER BY ord LIMIT 1", (core, root_id)).fetchone()
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if th:
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capture(th[0]); set_node(th[0], body=THROUGHLINE, status="approved")
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# 2) Pillar 1 (KEPT, re-grounded to reserve): rewrite body in place, approved.
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p1 = conn.execute(
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"SELECT id FROM thesis_nodes WHERE line_id=? AND node_type='claim' "
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"AND title LIKE '1. Scarcity is the whole opportunity%' AND deleted_at IS NULL ORDER BY ord LIMIT 1",
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(core,)).fetchone()
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if p1:
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capture(p1[0]); set_node(p1[0], body=PILLAR_1, status="approved")
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# 3) v2.0 section children: refresh from the cleaned THESIS_V2 constant + promote; retire the
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# redundant throughline child (the core throughline above carries the canonical throughline).
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seams = THESIS_V2["seams"]
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for r in conn.execute(
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"SELECT id, node_type, ord FROM thesis_nodes WHERE parent_id=? AND deleted_at IS NULL ORDER BY ord",
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(sec_id,)).fetchall():
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nid, ntype, ordn = r[0], r[1], int(round(r[2]))
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capture(nid)
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if ntype == "throughline":
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set_node(nid, status="retired", deleted_at=now) # redundant with the core throughline
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elif ordn == 1:
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set_node(nid, body=THESIS_V2["root"], status="approved")
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elif ordn == 3:
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set_node(nid, body=THESIS_V2["decomposition"], status="approved")
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elif ordn >= 4 and (ordn - 4) < len(seams):
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t, b = seams[ordn - 4]
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set_node(nid, title=t, body=b, status="approved")
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else:
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set_node(nid, status="approved")
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capture(sec_id); set_node(sec_id, body=THESIS_V2["provenance"], status="approved")
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_log(conn, "thesis.v2_spine_promoted", core,
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{"touched": touched, "section_id": sec_id,
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"note": "reserve-asset spine made the working approved spine at NODE level only; canonical "
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"promotion remains the human dual-approval gate; v2.0 spine unratified pending the "
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"Grant + Jonathan session"})
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conn.commit()
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print("[thesis] promoted v2.0 reserve-asset spine to the working approved spine (deployment-state-invariant)")
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def revert_thesis_v2_promotion(conn):
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"""Exact inverse of ensure_thesis_v2_promoted. Restores the captured prior body / title /
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status / deleted_at of every touched node (the down is exact with respect to logical state;
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only updated_at is re-stamped, which is standard), and clears the sentinel so promote can re-run."""
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try:
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row = conn.execute(
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"SELECT payload FROM interaction_log WHERE action='thesis.v2_spine_promoted' "
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"ORDER BY ts DESC LIMIT 1").fetchone()
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except sqlite3.OperationalError:
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return
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if not row:
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return # never promoted
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p = json.loads(row[0])
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now = _now()
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for t in p.get("touched", []):
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conn.execute("UPDATE thesis_nodes SET body=?, title=?, status=?, deleted_at=?, updated_at=? WHERE id=?",
|
||||
(t.get("body"), t.get("title"), t.get("status"), t.get("deleted_at"), now, t.get("id")))
|
||||
conn.execute("DELETE FROM interaction_log WHERE action='thesis.v2_spine_promoted'")
|
||||
conn.commit()
|
||||
print("[thesis] reverted v2.0 spine promotion; restored prior node bodies/titles/status exactly")
|
||||
|
||||
Reference in New Issue
Block a user