Keysat
30 lines
4.9 KiB
YAML
30 lines
4.9 KiB
YAML
# Battery (bitcoin-collateralized lending) text-corpus sources — from verified manifest (workflow w7559rp1x, 2026-06-08).
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# kind=filing (text docs, no transcription). cluster: 'credit' = the crypto-credit ecosystem; 'macro' = policy regulators.
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# own_network=1 → Ten31-affiliated (quarantined in live: Ten31 hearing its own ecosystem). lineage captured in notes.
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# AXIS DISCIPLINE: policy sources are CONTEXT — their claims map to the custody-policy-enablement fan-out node, never the
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# institutional-supply node. SUPPLY resolves only on committed/deployed-capital claims (Galaxy/Coinbase/Cantor-funded).
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sources:
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# --- SUPPLY: committed/deployed capital + market data (the resolver tier) ---
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- {id: bat-galaxy, name: "Galaxy Research", kind: filing, cluster: credit, role: IND, own_network: false, notes: "independent — State of Crypto Lending dataset + quarterly loan-book ($863M Q3'24). THE in-window deployed-dollar supply measure."}
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- {id: bat-9fin, name: "9fin (credit data)", kind: filing, cluster: credit, role: IND, own_network: false, notes: "independent credit-data — names BTC-backed private-credit funders."}
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- {id: bat-cantor, name: "Cantor Fitzgerald (PR)", kind: filing, cluster: credit, role: IND, own_network: false, notes: "primary — $2B program ANNOUNCED Jul-2024 (future tense, no funding source named). Announced≠funded anchor."}
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- {id: bat-falconx, name: "FalconX (newsroom)", kind: filing, cluster: credit, role: IND, own_network: false, notes: "primary — closed FIRST Cantor financing May-2025 (out-of-window): proves in-window Cantor was announce-only."}
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- {id: bat-maple, name: "Maple Finance (insights)", kind: filing, cluster: credit, role: IND, own_network: false, notes: "primary — first Cantor tranche May-2025 (out-of-window). Funding source = Cantor balance sheet."}
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- {id: bat-twoprime, name: "Two Prime", kind: filing, cluster: credit, role: IND, own_network: false, notes: "primary/independent — sees $2B DEMAND, discloses ZERO deployed (the supply absence), Nov-2023 in-window."}
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- {id: bat-battery, name: "Battery Finance / Newmarket (PR)", kind: filing, cluster: credit, role: IND, own_network: true, notes: "OWN_NETWORK — Battery is a Ten31 PARTNERSHIP. Launch Nov-2024: ONE funded deal, NO pooled committed-capital figure, NO named funding source. The absence is the signal."}
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- {id: bat-bitcoinmag, name: "Bitcoin Magazine (business desk)", kind: filing, cluster: credit, role: IND, own_network: false, notes: "independent-but-aligned (bitcoin-advocacy media) — original interview re Battery launch; mechanics, no fund size."}
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# --- DEMAND: originator disclosures ---
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- {id: bat-unchained, name: "Unchained (blog)", kind: filing, cluster: credit, role: IND, own_network: true, notes: "OWN_NETWORK — Unchained is a Ten31 PORTFOLIO co. Demand: >$500M cumulative origination."}
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- {id: bat-ledn, name: "Ledn (Open Book)", kind: filing, cluster: credit, role: IND, own_network: false, notes: "primary — monthly Open Book origination disclosures (>$10B cumulative)."}
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- {id: bat-salt, name: "SALT Lending (blog)", kind: filing, cluster: credit, role: IND, own_network: false, notes: "primary — paginated blog archive (v2: crawl /blog/page/N/)."}
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- {id: bat-debifi, name: "Debifi", kind: filing, cluster: credit, role: IND, own_network: true, notes: "OWN_NETWORK — Ten31 portfolio. Demand-side lender (v2: Medium RSS crawl)."}
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# --- DOWNSTREAM echo (near-zero independence — event detection / corroboration only) ---
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- {id: bat-coindesk, name: "CoinDesk", kind: filing, cluster: credit, role: DX, own_network: false, notes: "downstream — independent trade press; Cantor-funded + Two Prime coverage."}
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- {id: bat-coinspeaker, name: "Coinspeaker", kind: filing, cluster: credit, role: DX, own_network: false, notes: "downstream — Coinbase institutional-lending (>$57M committed, Reg D) Sept-2023."}
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- {id: bat-asr, name: "Asset Securitization Report", kind: filing, cluster: credit, role: IND, own_network: false, notes: "independent structured-credit — Milo crypto-mortgage 2022 (soft paywall)."}
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# --- POLICY CONTEXT (axis=context — weight 0 into supply; maps to custody-policy fan-out node only) ---
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- {id: bat-sec, name: "SEC (policy primaries)", kind: filing, cluster: macro, role: IND, own_network: false, notes: "axis=CONTEXT — SAB-121 (2022) / SAB-122 (2025). NOT a supply input."}
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- {id: bat-fed, name: "Federal Reserve (policy)", kind: filing, cluster: macro, role: IND, own_network: false, notes: "axis=CONTEXT — SR 22-6 (crypto-collateralized loans), SR 23-7 Novel Activities."}
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- {id: bat-fdic, name: "FDIC (policy)", kind: filing, cluster: macro, role: IND, own_network: false, notes: "axis=CONTEXT — FIL-16-2022 crypto prior-notification."}
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- {id: bat-occ, name: "OCC (policy)", kind: filing, cluster: macro, role: IND, own_network: false, notes: "axis=CONTEXT — IL 1170/1179 (custody + supervisory-non-objection gate)."}
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