Initial commit: Ten31 Signal Engine (ingest, scoring brain, corpus seeds)
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Keysat
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# Battery corpus documents to fetch (verified FREE+FETCHABLE, manifest workflow w7559rp1x).
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# Loaded by: signal_engine ingest-doc-manifest --file seeds/battery_docs.manifest.yaml
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# Each → documents row (kind=filing) + extract job. method auto-detects html/pdf; override where needed.
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docs:
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# ===== SUPPLY: in-window deployed-dollar disclosures (the only true supply measures) =====
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- {source: bat-galaxy, method: html, date: "2024-01-01", title: "Galaxy Research — The State of Crypto Lending", url: "https://www.galaxy.com/insights/research/the-state-of-crypto-lending"}
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- {source: bat-galaxy, method: pdf, date: "2024-01-01", title: "Galaxy Research — State of Crypto Lending (full PDF)", url: "https://assets.ctfassets.net/h62aj7eo1csj/4vkA9567QmK4pyYoPBtrQa/fb039fd97d657d8151dcf4d3e969e481/The_State_of_Crypto_Lending_-_Galaxy_Research.pdf"}
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- {source: co-coin, method: html, date: "2024-02-15", title: "Coinbase Q4'23 Shareholder Letter ($399M loans / $546M credit)", url: "https://www.sec.gov/Archives/edgar/data/1679788/000167978824000019/shareholderletterq42023.htm"}
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- {source: bat-galaxy, method: html, date: "2024-11-08", title: "Galaxy Q3'24 results (avg loan book $863M)", url: "https://www.newswire.ca/news-releases/galaxy-announces-third-quarter-2024-financial-results-837407031.html"}
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- {source: bat-9fin, method: html, date: "2024-01-01", title: "9fin — Bitcoin-backed direct lending brings crypto to private credit", url: "https://www.9fin.com/insights/bitcoin--backed-direct-lending-brings-crypto-to-private"}
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- {source: bat-coinspeaker, method: html, date: "2023-09-01", title: "Coinbase to Launch Crypto Lending for Institutions (>$57M, Reg D)", url: "https://www.coinspeaker.com/coinbase-crypto-lending-institutional/"}
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# ===== SUPPLY: announced-not-funded boundary anchors (the binding negative) =====
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- {source: bat-cantor, method: html, date: "2024-07-27", title: "Cantor Fitzgerald to Launch Bitcoin Financing Business ($2B ANNOUNCED)", url: "https://www.prnewswire.com/news-releases/cantor-fitzgerald-to-launch-bitcoin-financing-business-302208093.html"}
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- {source: bat-falconx, method: html, date: "2025-05-27", title: "FalconX Closes First Bitcoin-Backed Financing from Cantor (FUNDED, out-of-window)", url: "https://www.falconx.io/newsroom/falconx-closes-first-bitcoin-backed-financing-from-cantor"}
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- {source: bat-maple, method: html, date: "2025-05-27", title: "Maple Closes First Cantor Tranche (FUNDED, out-of-window)", url: "https://maple.finance/insights/maple-cantor"}
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- {source: bat-coindesk, method: html, date: "2025-05-27", title: "CoinDesk — Cantor Debuts Bitcoin Lending, First Tranches to FalconX/Maple", url: "https://www.coindesk.com/business/2025/05/27/wall-street-giant-cantor-debuts-bitcoin-lending-business-with-first-tranches-to-falconx-maple"}
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- {source: bat-twoprime, method: html, date: "2023-11-08", title: "Two Prime sees $2B demand for bitcoin-backed loans (zero deployed disclosed)", url: "https://www.coindesk.com/markets/2023/11/08/investment-advisor-two-prime-sees-2b-in-demand-for-bitcoin-backed-loans"}
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- {source: bat-battery, method: html, date: "2024-11-25", title: "Newmarket Launches Battery Finance (1 funded deal; no pooled committed capital)", url: "https://www.newswire.com/news/newmarket-launches-battery-finance-a-pioneering-asset-management-and-22469517"}
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- {source: bat-bitcoinmag, method: html, date: "2024-11-25", title: "Bitcoin Magazine — Newmarket Launches Battery Finance (interview)", url: "https://bitcoinmagazine.com/business/newmarket-capital-launches-battery-finance-bitcoin-collateralized-loan-strategy-"}
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# ===== DEMAND: originator disclosures =====
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- {source: bat-unchained, method: html, date: "2024-01-01", title: "Unchained — Announcing Institutional Lending (>$500M cumulative)", url: "https://www.unchained.com/blog/announcing-institutional-lending"}
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- {source: bat-ledn, method: html, date: "2023-12-31", title: "Ledn Open Book — Dec 2023", url: "https://www.ledn.io/post/lednopenbook-dec23"}
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# ===== MARKET DATA (independent) =====
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- {source: bat-asr, method: html, date: "2022-04-01", title: "Asset Securitization Report — Milo crypto-mortgage (BTC collateral)", url: "https://asreport.americanbanker.com/news/crypto-mortgage-product-allows-borrowers-to-post-bitcoin-as-collateral"}
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# ===== POLICY CONTEXT (axis=context — weight 0 into supply) =====
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- {source: bat-sec, method: html, date: "2022-04-11", title: "SEC SAB-121 (govinfo full text)", url: "https://www.govinfo.gov/content/pkg/FR-2022-04-11/html/2022-07196.htm"}
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- {source: bat-fed, method: html, date: "2022-08-16", title: "Fed SR 22-6 / CA 22-6 — crypto-asset activities (press release)", url: "https://www.federalreserve.gov/newsevents/pressreleases/bcreg20220816a.htm"}
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- {source: bat-fed, method: pdf, date: "2022-08-16", title: "Fed SR 22-6 — letter PDF (loans collateralized by crypto-assets)", url: "https://www.federalreserve.gov/newsevents/pressreleases/files/bcreg20250424a3.pdf"}
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- {source: bat-fed, method: pdf, date: "2023-08-08", title: "Fed SR 23-7 — Novel Activities Supervision Program (PDF)", url: "https://www.federalreserve.gov/newsevents/pressreleases/files/bcreg20250815a1.pdf"}
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- {source: bat-fdic, method: html, date: "2022-04-07", title: "FDIC FIL-16-2022 — crypto prior-notification", url: "https://www.fdic.gov/news/inactive-financial-institution-letters/2022/fil22016.html"}
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- {source: bat-occ, method: pdf, date: "2021-11-23", title: "OCC Interpretive Letter 1179 — supervisory non-objection gate", url: "https://www.occ.gov/topics/charters-and-licensing/interpretations-and-decisions/2021/int1179.pdf"}
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- {source: bat-occ, method: pdf, date: "2020-07-22", title: "OCC Interpretive Letter 1170 — national-bank crypto custody", url: "https://www.occ.gov/topics/charters-and-licensing/interpretations-and-decisions/2020/int1170.pdf"}
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# ===== Terminal-bracket policy (2025, out-of-window CONTEXT: the unblock that produced no capital) =====
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- {source: bat-sec, method: html, date: "2025-01-23", title: "SEC SAB-122 (rescission of SAB-121)", url: "https://www.federalregister.gov/documents/2025/01/30/2025-01864/staff-accounting-bulletin-no-122"}
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