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SUPERSEDED-spine banner pointing to v2.0.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
c53fdcb4a0