builtbykev 971f641d12 STATE: retention live + settlement findings + version contamination
Records model_snapshots as LIVE and verified capturing (100 rows over 2
cycles: MLB 14 graded/36 refused, WNBA 50 graded; features, grade_11,
p_win, ev_pct on 100% of graded rows).

First-ever refusal visibility: juiced_no_edge 18, rare_event_over_below_
line 13, insufficient_data 5 — the MLB gate refused 36 of 50 sides (72%),
now measurable for the first time.

Flags EV as OVERCONFIDENT and not fit to surface: first captured values
include +62.1%/+61%/+56.9%, which real markets do not offer. Cause is the
estimator clamping p_win at PROB_CEIL 0.95 off ~10 games. Hero v2 already
ranks on ev_pct, so it will pick the MOST overconfident read — calibration
must gate this before EV drives anything user-facing.

Logs the two settlement-correctness findings Kev asked to track (zero
pushes across 470 settled rows; ~28 props/day never settling) and the
ledger model-version contamination, with the rule that any backtest off
existing history must treat the 2026-07-19 fix boundary as a hard cutoff.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01SmNjJAwEnqHPtXbvSZR8kA
2026-07-19 23:14:58 -04:00
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