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Initial commit: Ten31 Signal Engine (ingest, scoring brain, corpus seeds)

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Keysat
2026-06-15 09:24:29 -05:00
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seeds/fanout.BATTERY2022.seed.yaml
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# Hand-written fan-out for the BATTERY 2022 bitcoin-as-collateral-credit thesis (D1) — two-sided test.
# The instructive split: DEMAND derivatives expected RISING (confirming), SUPPLY derivatives expected
# FLAT (the disconfirmation / timing-early signal the two-sided scorer should surface).
parent_conviction_id: BATTERY2022
nodes:
- node_id: BATTERY-demand-borrower-appetite
distance_from_edge: in_mandate
derivative_proposition: "Borrower demand for bitcoin-collateralized credit is rising (new products, origination growth, fund formations)."
- node_id: BATTERY-institutional-supply
distance_from_edge: in_mandate
derivative_proposition: "Named institutional capital PROVIDERS have actually DEPLOYED significant dollars (not merely announced or made-available) to FUND third-party bitcoin-collateralized loans at scale. (Capital-provider side only — a firm posting bitcoin as collateral to RECEIVE a loan is borrower-side demand, not supply; an announced/planned program is not deployed capital.)"
- node_id: BATTERY-incumbent-entry
distance_from_edge: in_mandate
derivative_proposition: "A major traditional financial institution has entered bitcoin-collateralized lending (D1's explicit milestone)."
- node_id: BATTERY-custody-policy-enablement
distance_from_edge: one_hop
derivative_proposition: "Regulatory and custody developments (SAB-121 repeal, bank custody clearance) are enabling institutional bitcoin credit."