Decisions
What the council chose, decision by decision
Each paper run is numbered in order (#1, #2, …) and never renumbered. Open one for the whole flow: the reading list, the Scout's ideas, the code gate, the Skeptic, the bull and the bear, every manager attempt, the swing rules and the core council.
Every decision
| # | When | Kind | Ideas | Chosen | Why | Seal |
|---|---|---|---|---|---|---|
| #4 | 2 Oct 2026, 18:40 UTC | PAPER | 3 | no trade | no swing trade (3 ideas reviewed); core: held | VERIFIED |
| #3 | 2 Oct 2026, 14:40 UTC | PAPER | 4 | no trade | no swing trade (4 ideas reviewed); core: held | VERIFIED |
| #2 | 1 Oct 2026, 18:40 UTC | PAPER | 4 | no trade | no swing trade (4 ideas reviewed); core: held | VERIFIED |
| #1 | 1 Oct 2026, 14:40 UTC | PAPER | 5 | no trade | no swing trade (5 ideas reviewed); core: 6 line(s) re-weighted | VERIFIED |
Paper runs are revealed at once (no approval): the cycle file is the exact sealed bytes and its salt opens the commitment in the row. Sizes are shares of the portfolio.
PAPER The paper portfolio after decision #4 · 2 Oct 2026, 18:40 UTC
Paper for now: real data, real agents, nothing traded. No approval is needed, so each paper decision is published at once. Every figure is a share of the paper portfolio.
PAPER The paper portfolio as of 2 Oct 2026, 18:40 UTC
−1.92% paper return since 1 Oct 2026, after the declared costs
Market +0.58% Costs −2.50% The paper return splits into what prices did to the holdings and the declared trading costs the paper fills paid (building the book from cash costs the most).
- Core 88.2%
- Swing 0.0%
- Cash 11.8%
| Holding | Book | Weight | Detail | Net return |
|---|---|---|---|---|
| NDX long | core | 35.8% | core line | — |
| SEMIS long | core | 15.5% | core line | — |
| SPX long | core | 15.3% | core line | — |
| BTC long | core | 13.4% | core line | — |
| ETH long | core | 5.1% | core line | — |
| GOLD long | core | 3.1% | core line | — |
Every figure is a share of the paper portfolio. Core lines carry the policy's cost per side; swing trades a declared cost per leg, never the actual one.
- Swing / core
- 0% / 100%
- swing budget 20%, set by the council
- Open paper swing trades
- 0
- 4 decision(s) published
- Paper swing P/L
- 0.00%
- since 1 Oct 2026 · 0 closed leg(s), after a declared cost per leg
Core: weights only (no paper fills); swing: closed paper legs, net of the declared cost.
PAPER Latest decision #4 — what we chose
No trade. No swing trade (3 ideas reviewed); core: held.
- SYNA long not chosen outcome not recorded (skeptic_wait)
- ACN long not chosen outcome not recorded (skeptic_wait)
- MAT long not chosen outcome not recorded (no_catalyst_id)