Record Strike test conditional pass; track reflexivity follow-up
Full STRIKE2022 pipeline ran clean: 63 filing extracts (3,330 claims, 56,008 total), embed-claims indexed all into Qdrant, two-sided live/test. Engine refuses the false positive (net=+0.25, capped single bitcoin cluster, far below the 2.0 firing bar) but the own_network-drop reflexivity demo is unexercised (own_net=0, live==test) because RHR/CD/Bitcoin.Review were deferred at transcription 2026-06-08. Accepted as a conditional pass; un-defer follow-up tracked in ROADMAP.
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@@ -18,6 +18,13 @@ falsification hypotheses (H1–H6) are in `DESIGN_v2.md`.
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- **MD&A targeting** for filings — extract Item 7, not front-matter boilerplate.
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## Corpus & independence
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- **Complete the Strike reflexivity demonstration (deferred 2026-06-16).** The STRIKE2022 adversarial test
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is a *conditional* pass: the engine refuses the false positive via the capped single-bitcoin-cluster
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guard (`net=+0.25` ≪ `EISC_FLOOR=2.0`), but the own_network-drop mechanism (live quiet < test fires) is
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unexercised because RHR (80) / CD (77) / Bitcoin.Review (12) were deferred at transcription on 2026-06-08
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(`own_net=0`, live==test). To finish: un-defer + transcribe the **RHR/CD 2022–23 Lightning-retail window**
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→ `run-extract` → re-run `two-sided --conviction STRIKE2022 --modes live,test`; PASS = test fires while
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live stays quiet. Costs constrained audio-GPU time, hence deferred.
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- **Confirm materiality** of the remaining `own_network`-flagged sources with Grant: Unchained, Debifi,
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Coinkite (Bitcoin.Review). Immaterial → flip to independent (the River/Swan precedent).
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- **BTC Sessions (Ben Perrin)** — strongest still-missing independent high-Strike merchant/wallet-adoption
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