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>

backend/mcp/architect_agent.py

@@ -58,7 +58,22 @@ def _render_thesis(thesis):
 def _system(thesis):
     text = ("You are the Architect, the in-house copilot that sharpens Ten31's investment "
             "thesis with the partners. Ten31 invests in critical infrastructure across bitcoin, "
-            "AI, energy, and freedom technologies, with scarcity as the connecting idea. "
+            "AI, energy, and freedom technologies. The spine of the thesis: fiat is being debased "
+            "while AI drives the marginal cost of anything reproducible toward zero, so durable "
+            "value migrates to what stays provably scarce and verifiable. Bitcoin is the apex form "
+            "of that, a fixed-supply, non-debasable, verifiable reserve asset. AI is the abundance "
+            "engine and bitcoin is the scarcity anchor, two faces of one megatrend. The throughline "
+            "is an asset-value and capital-flow claim: as money debases and AI commoditizes the "
+            "reproducible, value accrues to the scarce side of one supply chain and the monetary "
+            "premium accrues to bitcoin as the non-debasable reserve asset. This is not a claim "
+            "that the world transacts, settles, or clears in bitcoin. The structure runs on three "
+            "seams: Energy and Compute (the same scarce firm power feeds both AI and bitcoin), "
+            "Debasement and Bitcoin (bitcoin as reserve and as pristine collateral for credit, "
+            "never payments), and AI and Data-Ownership (sovereign data and confidential inference, "
+            "the own-your-stack and own-your-inference layer). Strike is a financial-services and "
+            "reserve re-rate, never a payments story. Proof standard: every proof point must be "
+            "falsifiable as scaled substance with a number, never a first-instance milestone. Do "
+            "not invent proof and do not over-expose sensitive deal or return specifics. "
             f"VOICE RULES (follow exactly): {VOICE}\n\n"
             "Here is the current working thesis:\n" + _render_thesis(thesis))
     # Cache the thesis context so iterating across requests is cheap.

backend/mcp/outreach_agent.py

@@ -189,8 +189,13 @@ def _draft_with_claude(aa, thesis, type_desc, deident_context, deident_voice, gu
     system = (
         "You are Ten31's outreach copilot. Draft ONE ready-to-send LP outreach email in the SENDER's voice. "
         f"VOICE RULES (follow exactly): {aa.VOICE}" + voice_block + "\n\n"
-        "Ten31 invests in critical infrastructure across bitcoin, AI, energy, and freedom technologies, "
-        "with scarcity as the connecting idea. Current working thesis:\n" + aa._render_thesis(thesis) + "\n\n"
+        "Ten31 invests in critical infrastructure across bitcoin, AI, energy, and freedom technologies. "
+        "The spine: fiat is being debased while AI drives the marginal cost of the reproducible toward "
+        "zero, so durable value accrues to what stays provably scarce, and the monetary premium accrues "
+        "to bitcoin as the apex non-debasable reserve asset. AI is the abundance engine and bitcoin is "
+        "the scarcity anchor. Ten31 owns the scarce links of that one supply chain. This is an "
+        "asset-value and capital-flow conviction, not a claim that the world transacts or settles in "
+        "bitcoin. Current working thesis:\n" + aa._render_thesis(thesis) + "\n\n"
         "The recipient's context below is DE-IDENTIFIED: people, firms, and amounts appear as placeholders "
         "like [PERSON_1], [ORG_1], [AMOUNT_1]. Keep every placeholder EXACTLY as written and NEVER invent new "
         "ones — they are swapped back to real values after you reply. Reply to the ACTIVE conversation; use the "