Files
sentiment-engine/prod/docs/POST_FINISH.md
Codex a062507656 malkhut(assets)+uv: system-wide asset directory + UV universe init
MALKHUT asset directory (malkhut/assets/): normalized canonical symbols,
KNOWN_EXCHANGES aux table (BINANCE/BINGX/BINGX_VST), per-exchange listing
status (TRADING/OFFLINE/UNKNOWN), JSON-backed, built for full-Binance-500
scale. Seeded with BLUE's NG7 feed universe (50 symbols) + live VST
contracts probe: 35 TRADING / 15 OFFLINE on VST (BAND, CELR, COS, CVC,
DENT, FUN, HOT, ICX, TFUEL, TUSD, USDC, WAN, WIN, XTZ, ZIL).
uv_asset_universe.init_asset_universe() = runtime tradable set for the
execution exchange; --onboard runs MALKHUT AssetCompiler for full taxonomy.
12 new tests, mutation-RED verified (status-filter + tradability guard).
2026-07-11 21:48:05 +02:00

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# POST_FINISH — the parking lot (parked with love, not killed)
**Standing rule (operator + Fable, 2026-07-10):** until the FINISH LINE is
crossed, new scope lands HERE, not in code. Fable answers new scope with
"parked" — even to the operator. Especially to the operator.
## THE FINISH LINE (frozen — only these three count)
1. **Parity RESIDUAL = 0** over N windows (codex dossier machinery,
`uv/parity-certification`)
2. **72h clean on VST** on the merged stack (`a2b0fac`+): no §4 anomalies —
no orphan orders, no journal gaps, tripwire quiet
3. **Operator gate:** small real capital, separate account, BLUE untouched
## SEQUENCED (above parked — operator 2026-07-11: "it is costing us money")
- **Smart OB exec: PINK ExecutionRouter integration** — FIRST task upon parity
(item 1) completion, before/alongside items 2–3. Asset exists certified
(265 tests incl. live VST E2E, maker_both ran production). Slots below the
kernel at the venue-adapter seam — parity-invisible. Economics: taker RT
~0.10% → maker-both ~0.04%; smoke-run day-1 flips breakeven → +0.9%
equal-weight. Research: 90%+ of orders fill as maker ("move to us").
**CRITICAL READING:** `prod/docs/BingX_FILL_CHARACTERIZATION_AND_ADVANTAGES.md`.
**SOA ADJUDICATION (first sub-task, Fable):** TWO exec assets exist —
(a) PINK ExecutionRouter: maker/taker POLICY, 265 tests, maker_both ran live;
(b) BLUE `alpha_engine/execution/` **SmartPlacer**: OB-aware PLACEMENT
(fill_simulator w/ 30s bookDepth, signal_confidence_adapter bridging Alpha
conviction → placement, ob_reader, smartplacer_constants). Likely
complementary (Router = maker-vs-taker; SmartPlacer = where-in-book).
Adjudicate router ∪ placer ∪ union against the fill-characterization doc
before integrating either.
## PARKED (specced where noted; zero build until finish)
- **IMPETUS build** — spec `IMPETUS_SPEC.md` + annex
`IMPETUS_SPEC_ANNEX_UV_INTEGRATION.md` (steel-clock plug, ASEx placement,
last-tick table). Paper done; build parked.
- **MALKHUT hose adaptation** — Fable's job when unparked (memory:
malkhut-hose-adaptation-fable)
- **JIMINY / PINOCCHIO** — ASEx fleet scoreboard + false-green detector
- **TP/SL cadence ladder L2/L3** — pulse-host tick path, Rust reflex engine
(spec `UV_TPSL_ENGINE_AND_REMAINING_DEV_SPEC.md` §1)
- **305M ring upgrade** — producer-side cached index in `uv_steel::ring`
(PASS9, ~10 lines + bench)
- **wCQ wait-free MPMC** — L3 mailbox candidate (`305MM_OPS_ALGO_ANNEX_FIFO.md`)
- **★ IMPETUS WIRE-ATOMIC (operator 2026-07-11, "insane, write it down")** —
exchange-wire→zinc-shm ATOMIC: the venue packet's tick becomes visible to
shm readers as ONE indivisible act, no intermediating copies/queues/threads.
Concretely: kernel-bypass ingest (AF_XDP / DPDK / io_uring registered
buffers — NIC DMAs frames into user memory), parse-in-place off the wire
buffer, single seqlock commit into `impetus_last` as the SAME pinned
thread's next instruction. Latency floor becomes NIC+parse (~µs), and the
atomicity contract extends end-to-end: a reader can never observe a tick
the wire didn't deliver, nor miss one it did (A2/A5 doctrine stretched to
the physical boundary). Prereqs: IMPETUS v1 shipped; WS/stream adapters
(annex R2); pinned-emit thread (annex R4); flat-C last-tick table (R3) —
each is a rung TOWARD this. TLS termination path (operator follow-up: the
sought term was "homomorphic" — FHE itself is 1e6-1e9x too slow, wrong
universe): SOA answers preserving wire-atomicity, in preference order:
(1) NIC inline TLS RX offload (ConnectX/kTLS-offload — silicon decrypts
AES-GCM at wire speed BEFORE DMA; buffer lands already-plaintext; CPU never
sees ciphertext); (2) kernel kTLS (decrypt in-kernel, zero-copy up);
(3) VAES/AES-NI decrypt-IN-PLACE (plaintext overwrites ciphertext in the
same buffer, ~1-4 cycles/byte — "decoded where it lies").
- **`uv_steel` crate extraction** — pulse-host modules → shared workspace crate
- **PASS9 mass-test regeneration** — far-end assertions, no broken codegen
- **BLUE trade_events dedup DDL** — operator-blessed write into dolphin ns
- **Vendor reconciliation** — T0-DEVIATION port upstream + vendor_sync
--from-committed-HEAD hardening
- **UvExecRunner consolidation** — route legacy direct async path through the
ASEx owner or retire it (execution-gate dossier §6.6)
- **Journal EXIT-labeling cleanup** — no-entry scans mislabeled EXIT (cosmetic)
- **Fleet identity hygiene** — stale zellij names, fossil handles, split bus
- **★ SHARP TODO (operator 2026-07-11): 375-branch upside study** — realized
upside under favorable-extension vs realized loss; left-tail cure hypothesis
(losses huge incl. scan-cadence SL misses; winners cramped). Depends on:
MAX_HOLD full-modulation port + ingress journaling
(UV_EXIT_DOCTRINE_PARITY_DESIGN.md D1.2). OB-cascade cause tuning rides the
same data.
## Not parked (allowed work)
Anything that directly serves items 1–3, bug fixes on the live path, and
operator-ordered exceptions (which must say "unpark X" explicitly).
## DESIRABLE (north-star, operator 2026-07-11 — not parked, no build yet)
- **Full-universe picking**: system should someday select from the ENTIRE
Binance (~500-asset, as minimum reference) universe, not the 50-symbol
NG7 feed slice — research indicates full-universe selection improves
ROI/WR/joy. MALKHUT asset directory (malkhut/assets/) is built to that
scale; the feed is the current bottleneck, not the store.