REPORT-FIRST per the arc order. G-a is HELD — the data changes the
recommended dials. No engine code touched.
Replayed against live ledger_entries (576 rows, 6 game days, 470 settled)
because the "30 days of stored snapshots" does not exist: snapshot Redis
keys are latest/previous only at 24h TTL, and no backtest harness exists
anywhere in the repo.
Findings that change the plan:
- The -400 floor shipped this morning was the whole win: past -400 hit
80.3% against an 86.9% breakeven = -13.29u / -7.7% ROI on 173 settled.
- Arc 2's incremental cut over the live gate is ~11 props in 6 days. The
only material change is gating the flex band behind 2x EV.
- The flex band (-161..-250) is our BEST band (+2.2% ROI, n=70) and the
takeable band is flat (-0.3%, n=209) — the opposite of the assumption
behind EDGE_FLEX_WALL. Recommend shipping the knob with enforcement
OFF until EV is persisted and measured.
- ev_pct/p_win are on NO ledger row, so the EV half of the gate cannot be
replayed at all. C-led (persist EV) is now the highest-leverage item.
- Confidence is monotonic but understates hit rate by ~20-25 points, and
the entire public ledger contains only B and C grades — zero A/A+.
That breaks hero v2 (isAB) and undermines "A-RATED" copy. Escalated.
- L-a answered: alt_lines carry NO odds and the feed has no alternate
markets. L-b is blocked on a data source, not engine work.
- C-led needs no odds backfill (locked_odds 99.1% populated).
- U-deg: the projection==0 leak is already closed (0 since 07-18).
- C4 confirmed in data (359/376 MLB closes == the lock). Stays suppressed.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01SmNjJAwEnqHPtXbvSZR8kA
builtbykev
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