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meechmeechmeech / Reviewer Validator Disagreement Trace
Created May 14, 2026 02:42
Reviewer Validator Disagreement Trace
{
"trace_id": "rvd-001",
"trace_type": "reviewer_validator_disagreement",
"submission_class": "buy_side_alpha",
"submission_summary": {
"asset_class_band": "us_large_cap_equity",
"signal_family": "positioning_drift",
"horizon_band": "1_to_3_months",
"conviction_band": "medium",
"sanitization_state": "fully_redacted_synthetic_composite"
@meechmeechmeech
meechmeechmeech / False-Sybil Alpha Escalation Trace
Created May 13, 2026 01:58
False-Sybil Alpha Escalation Trace
{
"schema": "pft.alpha.escalation.trace/v1",
"trace_id": "trace_fs_001",
"scenario": "false_sybil_low_trust_flag",
"summary": "Heavily sanitized buy-side alpha submission was auto-flagged as low-trust because aggressive redaction stripped provenance-legible markers. Single state transition shows the corrected routing path from automated suspicion to human review with provenance attestation, without exposing identifying detail.",
"submission": {
"submission_id": "sub_REDACTED_A1",
"submitter_class": "institutional_buy_side",
"submitter_tier": "tier_2",
"submission_channel": "sanitized_api",
@meechmeechmeech
meechmeechmeech / Alpha False-Positive Override Trace
Created May 12, 2026 02:19
Alpha False-Positive Override Trace
{
"schema": "pft:alpha-override-trace",
"version": "1.0.0",
"trace_id": "FPO-2026-0001",
"description": "False-positive override trace for a buy-side alpha submission initially blocked by a deterministic lint rule. Demonstrates auditable qualitative AI judgment in capital-intelligence review.",
"submission": {
"signal_archetype": "cross-asset-rotation",
"theme": "Defensive re-allocation pattern in mid-cycle macro regime",
"source_class": "public-market-observable",
@meechmeechmeech
meechmeechmeech / Alpha Brief Scoring Trace
Created May 11, 2026 03:03
Alpha Brief Scoring Trace
{
"schema_version": "1.0",
"document_type": "alpha_brief_scoring_trace",
"purpose": "Single adjudication object demonstrating how a sanitized buy-side alpha brief is evaluated against the Institutional Alpha Review Rubric. All content is synthetic. No names, employers, counterparties, exact dates, exact sizes, or uniquely identifying combinations are present.",
"evaluated_brief": {
"brief_id": "TRACE-CREDIT-ROT-001",
"lane": "credit/private_credit_rotation",
"submitted_quarter": "2026-Q2",
"thesis_summary": "Multiple independent buy-side allocators across distinct institutional archetypes report accelerating rotation out of floating-rate direct-lending vehicles and into fixed-rate investment-grade private placements. The behavioral shift coincides with a flattening forward-rate curve and widening spreads on lower-quality direct-lending tranches. Allocators cite duration extension as the primary motivation, reversing a multi-year preference for floating-rate exposure. The pattern sugge
@meechmeechmeech
meechmeechmeech / venture-inflection-alpha-brief-example.json
Created May 8, 2026 23:42
Venture Inflection Alpha Brief — Synthetic example for Post Fiat agent ingestion and reviewer scoring
{
"alpha_brief": {
"brief_id": "AB-VENT-EXAMPLE-001",
"title": "Late-Stage Enterprise AI Infrastructure — Compression of Private Markdowns Signals Category Re-Rating",
"signal_type": "VENTURE_INFLECTION",
"asset_class": ["PRIVATE_EQUITY_VENTURE", "PUBLIC_EQUITY_COMPS"],
"directional_view": "BULLISH_CATEGORY_REPRICING",
"thesis": "Multiple independent indicators suggest the late-stage enterprise AI infrastructure category is entering a valuation inflection. Over the past two quarters, secondary-market transaction volumes for late-stage AI infrastructure companies have increased materially, with clearing prices narrowing the discount-to-last-round from approximately 40–60% to 10–20%. Simultaneously, institutional allocators who paused commitments to AI-focused venture vehicles during the prior markdown cycle are re-entering diligence on new fund commitments. At least three distinct GP archetypes report over-subscription dynamics returning to enterprise AI infrastructure funds for the
@meechmeechmeech
meechmeechmeech / Volatility Alpha Brief
Created May 8, 2026 02:07
Volatility Alpha Brief
{
"alpha_brief": {
"brief_id": "AB-VOL-EXAMPLE-001",
"title": "Equity Volatility Term Structure Compression Signaling Regime Transition",
"signal_type": "SENTIMENT_DIVERGENCE",
"asset_class": ["DERIVATIVES_STRUCTURED", "PUBLIC_EQUITY"],
"directional_view": "INCREASING_DISPERSION",
"thesis": "Multiple independent volatility-focused market participants report that the equity implied volatility term structure has compressed to historically narrow levels, with the 1-month to 6-month VIX futures spread collapsing below the 5th percentile of its trailing 3-year range. Simultaneously, institutional options desks observe elevated demand for short-dated downside protection (sub-30-day puts) paired with aggressive selling of 3–6 month volatility — a positioning pattern that historically precedes sharp vol regime transitions. The divergence between realized volatility (suppressed) and the structural fragility implied by dealer gamma positioning suggests the current low-vol regime is increasing
@meechmeechmeech
meechmeechmeech / redacted-alpha-brief-example.json
Created May 7, 2026 02:29
redacted-alpha-brief-example.json
{
"schema_version": "1.0",
"brief_type": "redacted_alpha_example",
"purpose": "Reusable reference showing how a single market-intelligence brief should be structured for Post Fiat agent ingestion and reviewer scoring. All fields are required for submission. This example uses the macro/options-volatility lane.",
"signal_id": "EXAMPLE-MACRO-VOL-001",
"lane": "macro/options_volatility",
"submitted_utc": "2025-Q4",
"thesis": "Implied volatility on mid-duration U.S. equity index options is structurally underpricing the probability of a sharp deleveraging event in the next two quarters. Dealer gamma positioning has shifted from long to short across major index complexes, reducing the market's natural dampening mechanism. Simultaneously, cross-asset correlation is compressing in a pattern historically associated with late-cycle fragility. The dislocation creates asymmetric opportunity in convex tail-hedging structures funded by selling near-dated premium.",
@meechmeechmeech
meechmeechmeech / Hive Mind Task-Quality Lint Pack
Created May 5, 2026 02:46
Hive Mind Task-Quality Lint Pack
# Hive Mind Task-Quality Lint Pack
> **Version:** 1.0.0
> **Published:** 2026-05-04
> **Purpose:** Machine-readable rules + human-readable rewrite guidance for Hive Mind task generation. Prevents common failure modes that lead to task refusals, stale assignments, unverifiable deliverables, and privacy leakage.
---
## How to Use This Pack
@meechmeechmeech
meechmeechmeech / Contributor Cooldown Gate — Backtest Readout
Created April 30, 2026 02:32
Contributor Cooldown Gate — Backtest Readout
# Contributor Cooldown Gate — Backtest Readout
**Scope:** Operational calibration of contributor authorization and reward-concentration controls against recent rewarded-task history.
**Window:** 30-day rolling sample (anonymized).
**Published:** 2026-04-29
**Author:** pftmeech
---
## 1. Purpose
@meechmeechmeech
meechmeechmeech / Reward Evidence Reconciliation Dashboard Specification
Created April 29, 2026 01:15
Reward Evidence Reconciliation Dashboard Specification
# Reward Evidence Reconciliation Dashboard Specification
**Version:** 1.0
**Published:** April 28, 2026
**Status:** Active — Implementation-Ready
**Author:** Post Fiat Institutional Working Group
**Scope:** Task Node operators, maintainers, and reviewers responsible for auditing the durable evidence backing rewarded network tasks
---