11 KiB
11 KiB
Insights — Dream Mode Consolidated Learnings
Living, de-duplicated knowledge base. Themes, not an append log. Newest evidence strengthens or replaces existing entries. Opened 2026-10-10 (first Dream Mode run).
🏛️ Standing Principles (epistemics & discipline)
- Pre-registration is load-bearing. For any falsification loop ("what died and why"), kill criteria + cost assumptions must be timestamped before the run. Post-hoc autopsies re-import survivorship bias through the writer. Schema must force the field.
- The critic must be a different engine than the proposer of the claim. Hard-wiring one model (even a strong one) as permanent critic creates correlated blind spots → sycophancy collapse. Rotate roles (planner proposes, reviewer critiques — separate profiles count).
- Optimize for honest falsification, not PnL. Success metric = cleanly-falsified claims per week at bounded cost. PnL is a rare lagging output; chasing it un-disciplines the only durable asset.
- Measurement integrity gates the experiment. If the instrument is broken (clock skew, unmeasured latency), the run is void — fix the instrument before running. Refuse to start a clock that would void every result.
- The durable asset is failures-with-autopsies, not strategies. Wins are published (survivorship bias + marketing); a fee-adjusted record of what died and why is scarce and never has to be re-learned.
- Honest-gap ledger. Every build report names what's wired, what's offline-only, what remains. Never claim live behavior that hasn't run.
- Name which cost/branch you're invoking before concluding. E.g. a taker fee says nothing about a maker edge's viability.
- A known root cause with a cheap fix should not survive the day it was found — diagnose → propose → ask in the same turn; apply on approval.
- A defect in the instrument is not a death of the claim (strengthened 2026-10-11). When a claim fails because the spec/test was wrong, the honest record is
withdrawal (never-tested)— never an autopsy with a cause of death. Filing a death for an unrun claim is the corpus's own survivorship-bias back door. The schema must carry anever-tested/withdrawnstatus so a documentation defect can't be written up as evidence of death. - Durable-run integrity triad (2026-10-11). Any multi-day/unattended run must: (a) keep its progress counter in the durable store and replay it on startup (in-memory
countedreset → the run can never reach its N, silently); (b) key liveness/stall detection on a quantity that changes when healthy (log file-size growth, never "last log line unchanged" — constant verdict lines make that a false stall); (c) make the recovery action idempotent and non-leaking ("confirm zero live before starting one" — a restart-on-stall cron that never reaps the prior process compounds the fault it exists to repair). - A cron's own recovery action is a code path that needs testing. Treat every self-healing action as a first-class artifact: unit-check the idempotency guard and the resource-lifecycle on the restart path, not just the happy path.
- Read a gate at its registered N. When a statistical gate (e.g. a one-sided LB>0) prints a verdict before its sample is met, label it interim, not decisive until N=X — lead with that. A mean and its lower bound move at different speeds (2026-10-11: mean +0.019 while LB −0.099); an early negative LB is noise, not evidence.
- Literal compliance is a failure mode when intent is already on record (2026-10-12). A new instruction that contradicts a preference stated earlier in the same session must be surfaced before it is executed — especially when execution is expensive (a render, a delete, a spec change). "You asked for X twice; this says not-X — confirm?" costs one line and saves a cycle. A verification pass can pass its own spec and still fail the user: spec-compliance ≠ intent-compliance.
- Instrument the weakest link before the verdict, not after (2026-10-12). When a reviewer names the assumption most likely to flip the result, build its diagnostic while the sample is still small so the counterfactual is ready at N. Pre-built diagnostics beat post-hoc rationalizing.
- One representation, derived not duplicated (2026-10-12). When a contract lives as schema + template + validator (or any >1 list), derive the others from one source or they drift. Hardening the validator to read its required set from the schema closed the exact drift class that had produced a prior gap.
- Evolving instrumentation must record its change-point (2026-10-12). Instrumentation may change mid-run (e.g. added per-exchange logging), but the autopsy's
evidence_linksmust carry every relevant commit hash plus a one-line change-point note ("X logged from commit Y onward; earlier signals have only aggregate"). Honest about instrument evolution without invalidating the pre-registered test.
🛠️ Technical Notes
- Kalshi fees (verified 2026-10-10): taker =
round_up(0.07·C·P·(1−P)), charged only when you take. Maker fee = 0 on ~12,500 of 12,699 series (only ~129 series tax resting orders, quarter rate; cancelling free; 14 niche series fee-free). Polymarket US is a separate, thinner, full-KYC venue with contested CA status; Kalshi CA is clean (CFTC DCM). - Headless (
-q/--oneshot) approval gate: profiles withapprovals.modeunset default tomanual→ no user → dangerous-pattern commands (python -c,execute_code,rm -r,kill -9, heredocs) time out toBLOCKED. Theexecute_codefallback is gated too → retry loop that burns context. Fix:approvals.mode: smart(+command_allowlistfor scoped safe patterns) + tool-loop guardrails (hard_stop_after: 5). Cron-safe only after allowlist/config applied. - Cron/unattended tool limits:
python -c,execute_code, and heredoc script execution are blocked in unattended (-q) runs unless allowlisted;write_filerefuses overwrite without a prior read (pagination paradox);terminalforeground cap 600s (else promoted to tracked background). - killcorpus (
C:\Users\fight\Projects\killcorpus): paper-only. SpecKXBTCD-lag-vs-spotv1.1.1 (taker primary; maker secondary pending fill model). Harnessharness/paper_trader_instrumented.py— instrumented (book_read_ts, ntp_offset_ms, spot_age_ms, realized_slippage), variance gate σ²=0.25, latency gates 1000/500/250 ms, fixed N=967 post-registration. Offline selftest green; live feed→fill→settlement path wired and proven (settle-through proof 2026-10-11: 40 signals / 5 trades / 5 settled, clock off). GiteaTony_tech/killcorpuspush superseded by Contents-API content-mirror. Reference (read-only, do not edit):polyterm/paper_trader.py. Live eval launched 2026-10-11T16:24:28Z (REG_TS). Supervision: cron1da28c73cd5f(15 m, supervisor) +c7ea39ffb05a(1 h, health check). Policy: hold until N=967; interim K1 non-actionable; only pre-registered early stops (sustainedmeasurement_artifact, variance breach → UNDERPOWERED) may halt. Fixes shipped:b833e3c(smoke-arg parser),45f94a5(DB replay ofcountedon startup). GiteaTony_tech/killcorpuscontent-mirrored via Contents API, noorigin(git-level link deliberately held). Schema drift seen once: DBsignalstable lackedbook_read_ts_msthe writer needs — deployed DB and writer must be reconciled at launch. - Agent-loop roles: planner=Proposer, reviewer=Critic, builder=Executor, jimmy=Recorder. Reviewer residual risk on claim 002: primary and pessimistic fill models share the same depth/queue observation error.
- killcorpus terminal path — READY (2026-10-12). Claim 001 (taker) live and untouched all day: 1 process, 0 lock errors,
reg_state.jsoncreated_iso unchanged; counted 66 → 161/967 (~5.4 settled/hr → ~6 days to N=967); interim K1 ignored. Claim 002 (maker / liquidity provision) spec PASS after 3 review rounds (specs/maker-liquidity-provision.spec.yaml), then harness machinery built and independently re-verified (20bba97, selftest 43/43) — but the live data pipeline is NOT wired (fee→whitelist freeze, book prints/depth/queue, settlement fetch, realized-vol K5); declared machinery-only, not fabricated.seeded-basketclaim still blocked on its text (never paraphrased). Autopsy contract: templateb4eb82c, schema+drift-proof validator8050669, changelog43fb179, 3/3 synthetic states schema-clean (96585df). Matched-lag counterfactual at n=66: 58/66 survive a 166 ms lag, ~12% exist only un-lagged → "WEAKENED — measurement-artifact suspect" (interim, not a gate). Hand-off simulation +docs/terminal-path-readiness.mdsigned; superseded handoff docs deleted,docs/=killcorpus-status.md+operating-manual.md. - brag / MiArc video pipeline — verified gotchas (2026-10-12). Hyperframes' stacked config:
data-automationvolume lane supersedesdata-volume— setting the "obvious" one silently does nothing (cause of the music-drowns-VO bug). Animated film grain is a bitrate trap: static grain took the file 101 MB → 14.7 MB with no visible loss. SVGscaleXscales about user-space origin → the arc collapsed to the left; fix withsvgOrigin. Local voice = Kokoro venv atC:/Users/fight/.venvs/kokoro(am_michaelmale /af_heartfemale); narration must be per-line loudness-normalized (loudnormunder-corrects short clips). System Chrome is broken on this box → use Hyperframes' managed headless shell. Verify pacing (static-hold), mix separation, voice presence (cross-correlation r), and encode size on the delivered file. - Provider fallback incident (2026-10-12):
deepseek/deepseek-v4-flash-0731(routeapi) went unavailable on billing/quota; role profiles silently failed over to Qwen on the brother-5090 rig for ~18 min. Check the profiles' actual model on health checks.
🧰 Skills / Tooling Notes
- brag skill split (2026-10-12, done by hand on approval): official hub skill
braginstalled as authority (hermes skills install official/creative/brag); local skill renamedbrag-launch-video→brag-local-addendumand slimmed 34.1 KB → 15.9 KB (box-specific deltas only). Lint: a frontmatter-only rename is invalid — skill name must match its directory.
🧵 Open Threads
- Trace-fix (builder/reviewer
approvals.mode: smart+ guardrails + timeout 300) written, unapplied — awaiting Tony's approval. See ../04_projects/trace-review-bot/2026-10-10-trace-analysis-and-fix. - killcorpus prereqs cleared 2026-10-11: clock fixed (±2 ms, was −284 ms); settlement observed (5 settled); durable runner proven; spec v1.1.1 approved. Eval live since 16:24:28Z, accruing toward N=967. Next gate = a valid run at N=967 → first autopsy (kept/killed/parked/inconclusive). Nothing else halts it except the pre-registered early stops.
- killcorpus terminal path READY (2026-10-12) — the loop will not idle at N=967. Autopsy template + drift-proof validator + 3 synthetic dry-runs + hand-off simulation all done and signed; claim 002 (maker) spec PASS, harness machinery built (live feed NOT wired — held pending explicit green-light);
seeded-basketblocked on its text. - killcorpus open items: git-level link (
origin) held — decide at first autopsy or sooner; maker live-feed wiring held for green-light; superseded handoff docs were deleted 2026-10-12 (docs/now =killcorpus-status.md+operating-manual.md). - Dream Mode live as of 2026-10-10 (skill +
skill_review.py+ 2 AM cron +dream/). Note for 10-12 = third run.