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>
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SUPERSEDED-spine banner pointing to v2.0.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>
Keysat