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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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Ten31 Signal Engine — ROADMAP
Longer-term backlog (the near-term snapshot lives in AGENTS.md → Current state). Rationale and the
falsification hypotheses (H1–H6) are in DESIGN_v2.md.
Scoring brain — the real validation
- Frontier-fan-out test (H6) — the untested half, = the actual §1.1 miss. Seed a 2023 conviction, give the model 2023-ONLY context, let it PROPOSE the derivatives, then score that tree's precision/ recall against what actually repriced. The §7.1 backtest hand-wrote the tree (hindsight leakage); this is the part that matters and isn't tested yet.
- Estimator rework (H4). Replace the fragile 2nd-derivative acceleration with a persistence / level-crossing test on the corroboration arrival rate, with per-source-type window cadence.
- Build the real resolver.
signals/resolver.pyis a stub. Settle the lead-time-vs-actual-repricing debate empirically against structured outcomes (price, FERC interconnection queue, PPAs, capex, policy). - Extend claim-type weighting to the §7.1 power-infra tree (it currently only gates the bitcoin adversarial cases; descriptive-deployed > predictive-intent should apply everywhere).
- Job A scorers (emergence / stance / intersection) for the forward Discovery pilot.
- MD&A targeting for filings — extract Item 7, not front-matter boilerplate.
Corpus & independence
- Complete the Strike reflexivity demonstration (deferred 2026-06-16). The STRIKE2022 adversarial test
is a conditional pass: the engine refuses the false positive via the capped single-bitcoin-cluster
guard (
net=+0.25≪EISC_FLOOR=2.0), but the own_network-drop mechanism (live quiet < test fires) is unexercised because RHR (80) / CD (77) / Bitcoin.Review (12) were deferred at transcription on 2026-06-08 (own_net=0, live==test). To finish: un-defer + transcribe the RHR/CD 2022–23 Lightning-retail window →run-extract→ re-runtwo-sided --conviction STRIKE2022 --modes live,test; PASS = test fires while live stays quiet. Costs constrained audio-GPU time, hence deferred. - Confirm materiality of the remaining
own_network-flagged sources with Grant: Unchained, Debifi, Coinkite (Bitcoin.Review). Immaterial → flip to independent (the River/Swan precedent). - BTC Sessions (Ben Perrin) — strongest still-missing independent high-Strike merchant/wallet-adoption show; resolve feed + ingest (a task chip exists for it).
- River image-PDF reports — the 2022 Lightning report + 2025/2026 adoption reports have no text layer; add an OCR / page-rasterization+vision path to ingest them.
- Broad, lineage-aware corpus expansion toward independent vantage points (not more correlated sell-side / trade-press voices).
Infrastructure & ops
- Add an automated test suite (none today) — start with the scoring primitives (EISC, two_sided, as-of harness) and the queue.
- Episode-pipelining in
transcribe_worker— download/chunk the next episode while transcribing the current one, to close the inter-episode GPU idle gap (the per-chunk 2-in-flight path is already done). - Corpus-management UI — add to the corpus over time and see the full corpus selection.
- Expose pipeline tunables in the UI (with the UI topic). Extraction chunk size + per-doc chunk cap,
audio chunk length, audio concurrency, etc. are currently hardcoded defaults (now also CLI flags on
run-extract:--chunk-chars,--max-chunks). Surface them in the UI so they're visible/adjustable, not black-box assumptions we forget about. Tie to the corpus-management UI work. - Forward live operation — the only real test: scoring un-pre-selected signals as they arrive, with the dual-evaluation ledger as arbiter.
Packaging / deploy
- Start9
s9pkpackaging. Build withmake x86thenmake install→immense-voyage.local. Bump the package version in the manifest BEFORE building (Start9 0.4.x won't recognize an un-bumped rebuild). See the placement standard for infra conventions.