lnd/simulation/lab/NOTEBOOK.md

Lab Notebook — LN Routing Evolution

Running log of the GEPA × lnd pathfinding project. Newest entries at the bottom. Detailed experiment writeups live in experiments/.

For the why rather than the chronology — every design decision put side by side against lnd's production code, with the causal story for each measured difference and three corrections to claims made below — read WHY.md.

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2026-07-24 — Project kickoff, evaluator built, loop validated

Goal set by roasbeef: create the next generation of LN routing algorithm, using a payment simulator (improved as far as needed) and GEPA as the guide. Explicitly not tied to the current Dijkstra + mission control paradigm. Dijkstrasden (bitromortac's virtual LN, PR #3) reviewed and mined for ideas — describegraph-loaded graphs, liquidity models, observer traces, scenario sweeps — but not adopted as code: its portal architecture (patched lnd, gossip injection, itests) is built for implementation testing, too heavy and nondeterministic for an optimizer's inner loop.

Built today:

• routing/sim_*.go simulator: real lnd pathfinding + mission control against hidden liquidity, per-direction policies, real forwarding error semantics. Caught an off-by-one porting the mock graph: the amount over channel i is Hops[i-1].AmtToForward, not Hops[i] — until fixed, every intermediate hop failed with FeeInsufficient.
• cmd/routesim CLI (~0.3s per 10-payment batch on 200-node nets).
• Scenario corpus generator, evaluator, GEPA runners (parameter mode and code mode), codex-CLI reflection wrapper (gpt-5.6-sol headless).
• SimRouter paradigm-free interface + candidate slot with overlay builds; seed = simple cheapest-path router with failure blacklisting.

Experiments: see experiments/exp-001-param-smoke.md (smoke run, budget starvation diagnosed) and experiments/exp-002-param-run1.md (400-eval parameter run, in flight).

Headline early finding: on a hard bimodal-liquidity example, the naive 300-line seed router beat the full lnd stack — 33% vs 22% success at 7.8 vs 112.6 attempts/payment. The lnd defaults burn huge retry budgets in bimodal small-channel regimes. Detail in experiments/exp-003-seed-router-vs-lnd.md.

Infra notes: PyPI gepa 0.1.4 lags the repo API — install from git main. GEPA's budget arithmetic: each candidate costs ~(minibatch + periodic full-val) evals; 60 evals only bought 7 proposals on the smoke corpus. Score shaping matters: unbounded attempt penalties (down to −2) drowned success-rate deltas; penalties now saturate at −0.25 total.

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2026-07-24 (night) — run1 verdict, corpus v2, overnight evolution runs

• run1 (params, 400 evals): seed survived. No knob change beat lnd defaults on val aggregate; bimodal specialists won individual examples only. Paradigm > knobs (exp-002). Real lineage now on the dashboard; Litbucket v2 published (https://lnd-routing-command-center.lightning.wiki/).
• Corpus v2 adds Barabási-Albert scale-free nets (800/1500 nodes, log-normal capacities). Baseline: lnd near-parity on scale-free (0.819 vs 0.860) but still behind overall (0.559 vs 0.681) — exp-003.
• Overnight runs in flight: code1 (adaptive gepa↔meta_harness, corpus v1, 240-eval pool) and omni1 (blog recipe via optimize_best_of: gepa+meta_harness explore 100 evals each → fresh gepa continues 160, corpus v2). Preflight passed; reflection = codex/gpt-5.6-sol, meta_harness = claude CLI.
• Farmed out: Fable code-reviewer auditing the simulator's BOLT forwarding semantics + reward-hack surfaces (report-only, results land in a later entry). Cron agent refreshes the dashboard every 30 min.

2026-07-24 (night) — BREAKTHROUGH: evolved router beats lnd + seed

code_hard1 (pure gepa, gpt-5.6-sol) evolved an 872-line router that wins the sealed test set and generalizes OOD:

• hard sealed test: hb1 0.586 > seed 0.530 > lnd 0.309 (objective)
• OOD corpus-v2 test: hb1 0.545 > seed 0.487 > lnd 0.357
• ~9 attempts/payment vs lnd's ~50, higher success on both.

What it built: an explicit bimodal liquidity prior + per-edge liquidity bounds with confidence + risk-adjusted Dijkstra. Clean (no exploit). Correction (2026-07-26, WHY.md §0): this entry originally read "discovered from failure traces alone." That is wrong — the harness prompt has stated the bimodal hypothesis under "environment truths" since the first committed version. The prior's shape and constants and the whole interval apparatus were the run's own work; the hypothesis was handed to it. Full detail + caveats: exp-006. Champion saved to champions/router_hb1_v1.go. Sim audit (exp-005) fixed a critical sandbox escape before it was exploited.

Update (code_mix1 follow-up): continuing evolution from hb1 on a mixed corpus produced mx_c3 (champions/router_mx3_generalist_v1.go), the best generalist: it dominates hb2, ties hb1 on the hard test (0.583 vs 0.586), wins OOD (0.581 vs 0.545), and has the best combined average (0.582). Champions of record: hb1 (hard specialist) + mx_c3 (generalist). Detail: exp-007.

2026-07-24 (day) — MAINNET VALIDATION: champions win on the real graph

Real 12,161-node mainnet snapshot, 100 payments, highest-degree source: mx_c3 0.791 / hb1 0.790 vs lnd 0.694 objective — comparable success (0.81 vs 0.79) at 8.6× fewer attempts (2.3 vs 19.8/payment). The synthetic-bred champions generalize to lnd's home turf. exp-009.

2026-07-24 (evening) — code_gen2: insight transfer works, same ceiling

The small-seed + insights-in-prompt run finished (400/400 evals, 31 accepts — ~4× code_mix1's acceptance rate). Its best candidate reaches champion-class performance on all three held-out tiers (combined 0.638 vs mx_c3's 0.652, hb1's 0.640; mainnet 0.787 at the same 2.3 attempts/payment) but does NOT pass the champions. Three independent lineages now converge on the same paradigm and the same performance band: the interval-belief design looks like a local optimum for these environments. gen2 did evolve two novel mechanisms (in-flight local liquidity reservation; weakest-edge failure attribution) that the sim never rewards — more eval budget in the same regime buys nothing. Champions of record stay hb1 + mx_c3; the next lever is changing the environment (exp-008 background traffic, exp-010 splitting pressure). Detail: exp-011.

2026-07-24 (night) — exp-008 begins: the sim gets a clock and traffic

Built and committed (d11a20dcb) the fidelity upgrade: virtual clock (MC decay now operates over simulated time; candidates read view.Now()) + seeded background traffic (naive fee-optimizing senders move hidden liquidity in every gap; per-channel conservation; same seed → same exogenous process for all routers). Baseline on the new drift corpus: the champions' hard bounds do NOT collapse (hb1/mx_c3 ~0.46 vs lnd 0.20 on drift-test) and lnd's decay does not close the gap even now that it operates. But everyone lost ground vs static (champions ~0.59 → ~0.42), so drift created real headroom. Evolution run code_drift1 (400 evals, drift-neutral prompt) is live. exp-008.

2026-07-25 (morning) — exp-010 codex arm: joint planning emerges, loses

code_split2 (400/400, clean, on the hardened CodexLM after code_split1 was killed for instruction-leakage hijack) produced the first evolved router that plans route SETS: unequal split candidates derived from estimated corridor sizes + one-step-lookahead joint scoring with reservation during planning. First sweep with paired statistics: it loses to mx_c3 on every tier (split-test Δ −0.067 p=0.008; mainnet Δ −0.048 p=0.039). Same law as exp-008 — environments elicit mechanisms, budgets decide champions. hb1 ≈ mx_c3 on mainnet exactly (Δ −0.000). Champions unchanged. Detail: exp-010 writeup.

The Opus 5 reflection A/B arm (code_split_opus1) runs on: same corpus/ budget/seed, only the proposer differs. Its reflections take minutes each (vs codex ~1-2) — throughput is itself an A/B dimension. One real infra bug found and fixed on this arm: the claude binary spawns the real CLI as a grandchild sharing the stdout pipe, so subprocess timeouts killed the wrapper then blocked forever on the pipe (75081d251: process-group kill + reflection failures degrade to a one-iteration stub instead of killing the run). Later "stalls" were the laptop sleeping.

2026-07-25 (night 2) — advisor consults reframe the program

Two independent advisor reviews (Opus 5 on GEPA usage, Fable 5 on the simulator) landed corrections we are adopting:

The "paradigm ceiling" is partly a MEASUREMENT ceiling. The split corpus carries two free probes per file, making per-file scores nearly binary; at minibatch size 3 the acceptance signal quantizes at ~0.111 while the attempt-efficiency spread being selected for is worth ≤0.15. Pre-registered before the exp-010 verdicts: weak or null results there are not evidence about joint planning. Fixes staged: --split-leads (descending lead ladder, ~7 graded payments/file), info["scores"] multi-objective axes + frontier_type="hybrid" + cache_evaluation, and a paired-statistics sweep tool (bootstrap CIs, sign tests).

The sim's feedback channel is a precision paradise. Contrarian take we accept: sealed gossip restricts inputs, but every failure is instant, truthful, and exactly attributed — strictly MORE generous than mainnet (parallel channels, non-strict forwarding, unattributable timeouts). The champions' per-directed-channel intervals are the optimal exploitation of a noiseless attribution channel, so the 8.6× number is an upper bound until a degraded-attribution run exists. Also corrected: receiver-side inbound failures DO occur (our gap list was wrong); newly logged distortions: failed MPP payments are not atomic (settled shards move liquidity + pay fees), and the world freezes during a payment (traffic only runs between payments).

Upstream red flags to fix before proposing: no lnd+bimodal baseline arm; mainnet liquidity synthetic from the same bimodal family the champions hard-code (circular); single vantage; no variance reporting; test-set reuse across exp-006..011 (fresh corpus at writeup time). Staged tonight: multi-vantage mainnet scenarios (degrees 2024→2), params_lnd_bimodal.json, sweep_validate.py. Durable gepa-clone patch for the meta_harness claude JSON-array crash (branch fix-claude-json-array). Advisor: do NOT re-enable adaptive rotation at this budget (rotation would fire on noise and confound the A/B); prefer clean parallel proposer comparisons.

2026-07-25 — exp-008 VERDICT: time-awareness re-evolves, doesn't win

code_drift1 finished 400/400 (51 accepts). Its winner is the first evolved router with time logic, and the mechanism is the hypothesized "interval-softening" form: belief confidence decays on a 35-minute half-life, hard bounds expire outright at 20 minutes, and edge probability interpolates conf·learned + (1−conf)·prior — so aging evidence slides back toward the bimodal prior. Decay of confidence in evidence, never decay of penalties.

But it does NOT beat the time-less champions, even on drift: drift-test mx_c3 0.457 / hb1 0.455 / gen2 0.456 / drift1 0.417. The sharpest cut: gen2 (same budget, same seed style, never saw drift) beats drift1 on the drift corpus itself. lnd's rationale is validated — staleness pressure is real and selection responds to it — but at realistic churn, hard evidence bounds degrade gracefully enough (a wrong bound costs one retry) that decay machinery buys nothing. Champions of record unchanged: hb1 + mx_c3, now validated on four tiers. Detail: exp-008 writeup.

2026-07-25 (afternoon) — exp-010 CLOSED: the Opus arms land

Both Opus 5 reflection arms finished (after an API-limit outage was salvaged by resuming from GEPA state with the stub-wasted budget refunded). The five-tier sweep settles the three-way proposer A/B:

• opus1 (default effort) posts the program's first statistical tie with the champion on any tier (split-val +0.005 vs mx_c3, higher raw success) and beats the codex arm clearly on-corpus (0.841 vs 0.810 held-out) — then collapses off-corpus (hard test 0.303 vs mx_c3 0.583): its 1,931-line winner evolved persistent parallel flow plans, concurrency-first dispatch, and residual-aware shard budgeting, and paid for that corridor-tuned depth everywhere else.
• opusmed1 (medium effort) is the cautionary arm: best val score of the family (0.874), worst held-out (0.743) — val overfit, caught by the sealed sweep exactly as the methodology intends.
• Champions unchanged (hb1 + mx_c3, now validated against three proposer lineages on this corpus). Law sharpened: proposer strength moves candidates along the specialist–generalist axis; it does not lift the whole curve. At fixed evals, reflection quality beats reflection throughput; fixed wall-clock remains unrun.

Also this afternoon: the claude -p hook leak (user-level Stop hook reaching the reflection model, ~3–4% of iterations on both arms, symmetric) was diagnosed from the proposal canary and sealed with a sterile CLAUDE_CONFIG_DIR (f27bd470a) — the claude-side twin of the CODEX_HOME fix. Full verdict tables in the exp-010 writeup.

2026-07-25 (evening) — exp-010b launches; a correction to the exp-010 story

The atomic arena landed (d0f062747: hold-and-release shards, held liquidity contention, traffic drifting one slice per attempt; flag-off byte-identity verified) and the baseline reordered the field before evolution even started: lnd falls from second to LAST (105+ attempts/payment — the probe-ladder subsidy was real), the champions hold, and opus1's persistent planner pulls statistically even with mx_c3 on both atomic tiers. Two evolution arms are live on the new corpus (codex + Opus-default).

The challenger docs pass (de4982856) corrected the exp-010 verdict's causal story: opus1's off-corpus collapse traces to a single overfit constant (maxRouteHops = 7, where the hard corpus needs 9–23-hop routes), not to its fail budget — raising one constant recovers most of the gap. The arm overfit its constants harder than its architecture. And a structural surprise: both Opus winners keep NO cross-payment state (fresh router per payment, seeding probes discarded — champion-tying performance learned inside one payment), while every codex-lineage router carries a cross-payment belief map. Grist for exp-012's cold-cache mill: the Opus lineage is already cold-start-native.

2026-07-26 (overnight) — exp-010b CLOSED: the champion survives its honest arena

Both arms done. Codex's winner is a first-of-its-kind hybrid (cross-payment memory + up-front reservation-ledger planning) and the first challenger in program history with NO collapse tier: dead even with mx_c3 on hard/OOD/mainnet, and the most attempt-frugal router ever measured (1.6 att/pmt on mainnet vs the champions' 2.3). It still does not beat mx_c3 on held-out atomic-test (−0.044, p=.07) — the champion survives its fifth challenge, on an arena built expressly against its reactive ladder. The Opus-default arm lost outright (bound-relaxation re-probing burned 57 att/pmt), flipping the exp-010 proposer A/B: deliberate large-step proposers pay in low-noise environments and misfire in churn-noisy ones. Law, final form for this arc: environments elicit mechanisms, budgets decide champions, and proposer strength interacts with environment VARIANCE. (Downgraded 2026-07-27: that last clause is a mechanism story fitted to two opposite-sign runs. Per-proposer variance is high enough to produce the pattern by itself, so treat it as a hypothesis, not a law. Testing it properly needs n>=4 per cell and gates nothing upstream.) Next levers: degraded attribution (measurement channel) and exp-012 cold/hot cache, where stateless-Opus vs memory-carrying-codex finally gets priced. Detail: exp-010b writeup.

Addendum from the challenger-docs pass (6c0b3a2c5): atomic1 resolves the exp-008 staleness tension by SCOPE instead of clock — per-payment failure evidence is treated as near-certain (two strikes kills a directed channel for the payment), while persisted cross-payment bounds soften to a 0.012 floor rather than mx_c3's hard zero. Fresh evidence is certainty, old evidence is a strong prior, and no half-life computes it: the belief's lifetime, not its weight, is what varies. Three lineages have now answered "how do you age evidence?" three ways (hard bounds forever / decay-and-lose / scope-split), and scope-split is the first that generalizes without collapse.

2026-07-26 (night 3) — exp-012: stale knowledge, and the first

significant win over a champion

The hot-load sweep found something better than the question it was asked. Warming a router with unscored payments and then restoring the network's liquidity leaves it holding beliefs about a state that no longer exists — a maximally stale cache — and under that pressure the field splits into three mechanisms:

• lnd thrashes (19.8 → 32.4 attempts as success falls 0.79 → 0.35): its pair entries are permanent zeros on tiers with no clock, so a stale blacklist redirects it forever without ever satisfying it.
• The champions abandon (2.3 → 0.6 attempts, 36% success): a hard upperFail zero turns a stale bound into a dead channel, and enough dead channels make a live payment look hopeless.
• atomic1 shrugs (0.790 → 0.775, a 2% loss against their 56%): its persisted bounds clamp to a 0.012 floor rather than zero, so stale evidence discourages a channel instead of forbidding it.

atomic1 therefore beats mx_c3 on mainnet by +0.233 (p=.002) at 100 warmup payments and +0.428 (p=.002) at 400 — the first statistically significant win over a champion in the program's history, though on a tier the champions were never designed for. Champions of record are unchanged: this is a robustness axis, not the standing objective.

The upstream-shaped reading: a served weight cache is stale by construction, so the consumer's staleness policy decides whether it helps, and the safe policy is a probability floor rather than a hard zero. That is a small change to an existing estimator.

Also tonight, WHY.md landed and retracted three of our own claims — the bimodal prior was in the harness prompt all along, the evolved prior constants fit sim_liquidity.go's generator, and lnd's decay never fires on the static tiers. Corrections committed to CLAUDE.md, NOTEBOOK and exp-006 (e2c14e964).

Part 4 addendum (same night). Vantage transfer, matched staleness, 18 files: nobody is hurt by a stranger's observations and lnd is helped (0.155 → 0.176, attempts 3.0 → 0.8). The champions' bounds are vantage-free facts about channels, so self and foreign are identical for atomic1 and within noise for mx_c3 — expected. lnd improving is the surprise, and it flips the sign of the vantage argument: warming from its OWN vantage poisons the pairs involving its own local channels, which every one of its payments must cross and which it cannot decay away on this tier, so it thrashes around its own first hop. A stranger cannot touch those pairs. The practical rule for a weight-serving API is therefore narrower and sharper than "MC does not transfer": serve remote-pair observations, and never import observations about the consumer's own local channels — cheap to measure yourself, most damaging when stale, and the only genuinely vantage-bound part of mission control.

2026-07-26 (dawn) — the staleness null indicts our churn model

Part 3 of exp-012 varied only the idle gap between warming a router and scoring it: 0, 10 minutes, 1 hour, 6 virtual hours of background traffic. Nothing moved, to three decimals, for any router. The manipulation check passes — background payments scale 700 → 1420 with the gap, exactly as prorated — so the knob works and the world simply does not move enough to matter.

The reason is a simulator defect worth more than the null: only about 18% of background payments settle. The traffic engine sends naive fee-optimizing payments that mostly fail, and a failed payment moves no liquidity, so our exogenous process is roughly five times weaker than its configuration implies. Against a 12k-node graph, 720 mostly-failed payments never touch the corridors a scored payment needs.

That reaches backwards. exp-008 concluded time-decay "buys nothing at realistic churn"; the honest restatement is that it buys nothing at the weak churn we generate, and the drift experiment never reached a regime where evidence genuinely goes stale. exp-010b's per-attempt drift comes from the same engine and inherits the same caveat. Fix the traffic engine (make it settle, and aim some of it at the corridors under test) before any staleness claim is made again.

Also this night: CodexLM had the same grandchild-pipe defect ClaudeLM was fixed for — codex spawns the vendored platform binary as a grandchild sharing the pipe, so subprocess.run's timeout killed the wrapper and blocked forever. It stayed latent because codex reflections were always fast, until a 1,031-line seed made one slow enough to trip it: exp-013 hung for 85 minutes on a single reflection. Ported the process-group kill and the degrade-to-stub path, added --reflection-timeout for large seeds, and resumed exp-013 from state.

2026-07-26 (afternoon) — exp-012 closes: no hot-cache regime, and why

The probe-warm arm finished the sweep set: 100 valid probes at 2% and 10% of the scored amounts, knowledge that stays true when used. Nobody gains (mx_c3 0.791 → 0.768 → 0.653; lnd 0.694 → 0.664 → 0.597), and the loss grows with probe size. lnd's attempts do fall at 10% probes (19.8 → 15.9), the only genuine warming signal in the whole experiment, but its success falls faster.

So the original question gets a clean negative: across depletion, staleness, foreign vantage and valid probes, at 25/100/400 observations, no warming ever lifts any router above its cold score and mission control never approaches the champions. Two mechanisms: the champions are already at their asymptote on payment one (their edge is the prior, so warming can only subtract), and 100 observations is ~1% pair coverage on a 12k-node graph, recorded as permanent zeros on clockless tiers.

The design limit is worth stating as loudly as the result: every arm derives knowledge from PAYMENTS, and payments cost liquidity, so "free knowledge" is unconstructible here. The drain arm pays in depletion, the restore arm in staleness, the probe arm in both. A served cache in the real proposal costs the consumer nothing — it arrives over an API. Measuring that needs direct injection of beliefs from a file with no payments sent (--import-weights). Until that exists, exp-012's negative is about probe-warming, not about weight-serving.

What survives and carries upstream: the champions' edge is a prior not a history; under stale knowledge the consumer's staleness policy dominates (hard zeros poison, floors survive) and that is the actionable finding; remote-pair observations transfer across vantages while local-channel ones must not be imported; and our traffic engine is ~5x weaker than configured, which caveats exp-008 and exp-010b.

2026-07-26 — exp-002b: the knob WHY.md said we never turned

WHY.md flagged that "the paradigm is the lever, not the knobs" had never been tested against lnd's closest analogue: its own bimodal estimator, with scale_msat set to match this environment rather than left at the 300M default. Ran the grid — seven scales bracketing the matched value (100M on hard, 150M on v2) — against lnd's shipping apriori default and mx_c3.

The claim holds, and now for a stated reason rather than an absence of evidence. No bimodal scale beats lnd's own apriori default on either tier (hard: best bimodal 0.283 vs apriori 0.298 vs mx_c3 0.479; v2: 0.345 vs 0.357 vs 0.581), and the environment-matched scale is among the worse settings, not the best.

How it fails is the finding. On the hard tier bimodal RAISES success (0.421 → 0.478) while MORE THAN DOUBLING attempts (30.9 → 77): a better liquidity prior makes lnd more willing to keep trying, so it completes more payments at a much higher price. What it cannot do is change what lnd retries — findPath takes the amount as a fixed argument, so with any estimator it retries the same amount over different routes, while the champions read upperFail and retry a different amount. The estimator swap is worth at most 0.02 of objective; the paradigm difference is worth 0.18 to 0.22. That is WHY.md's central thesis, now measured instead of argued.

2026-07-26 — exp-013: the give-up attractor

Applied the mx_c3 recipe — lineage continuation from the best router so far — to atomic1, the exp-010b challenger with no collapse tier and the program's attempt record. It failed, and how it failed is the result.

gepa's own held-out test called it: the evolved winner scored 0.5124 against the seed it grew from at 0.5274. The five-tier paired sweep agrees — hybrid1 is below mx_c3 on every tier (mix −0.070, hard −0.053, v2 −0.086, atomic −0.017, split −0.146, mainnet hub −0.122). No single tier is a significant loss, but the champion rule needs a win and there isn't one anywhere.

The attempt column explains it. hybrid1 has the fewest attempts on every tier by a wide margin (mix 5.5, hard 4.9, split 2.2 against mx_c3's 9.6/8.1/10.2) and lower success on every tier. On split_test it converges to 2.2 attempts and 0.750 success while everyone else sits above 0.917. It did not get more efficient; it stopped trying.

Why here and not with hb1 → mx_c3: continuation evolution looks for the nearest improvement to its seed, and atomic1 entered the run already at the attempt frontier. With nothing left to win on routing quality, the only cheap direction left was abandonment — trading a large certain attempt saving against a small probabilistic success loss, one gradient-friendly step at a time. hb1 had attempts to spare, so the same recipe walked uphill instead.

Two things to carry forward. Check where a seed sits on the attempt axis before spending 400 evals continuing it; at the frontier the recipe inverts. And our eval output should report a give-up rate, because the composite objective hides abandonment inside the same number as efficiency.

Also found while validating: the exp-012 multivantage mainnet set is useless as a champion tier. Every router scores an identical 0.227 success on it, since at low-degree vantages the reachable fraction is fixed by the graph rather than by routing skill — so it scores an attempt-cost contest and reports it as an objective difference. atomic1 and hybrid1 "beat" mx_c3 there at p=0.03/0.02 by attempting less on payments nobody can complete. Champion validation uses the exp-009 hub scenario; the multivantage set is for vantage transfer only.

Champions unchanged: hb1 + mx_c3. The tree is unfrozen for the first time since exp-013 launched, which releases all four pre-upstream blockers.

2026-07-26 — exp-014: the traffic engine, fixed

The top pre-upstream item, and the prerequisite for any honest drift or staleness claim. Background payments were settling at 0.41 on the drift corpus, 0.61 on the atomic one and 0.18 on mainnet — and since a failed background payment moves no liquidity at all, that ratio is exactly the factor between the churn a scenario file asks for and the churn it gets.

Three causes. The route search filtered on capacity and policy but not on the hidden balance, so it kept picking corridors a bimodal distribution cannot fund. The amount was drawn blind and never revisited, so a payment bigger than any corridor just died. And endpoints were drawn uniformly, which is badly wrong on a real topology: the mainnet snapshot has a median degree of ONE and 68% of its nodes hold two channels or fewer, so uniform draws picked leaf-to-leaf pairs with no path between them at any amount.

Only the third explains mainnet. The first two fixes moved it from 0.177 to 0.184 — no amount of shrinking finds a path that isn't there — and degree-weighted sampling moved it to 0.951. Drift went to 0.69, atomic to 0.89.

Consulting hidden balances is the environment's privilege, worth stating plainly: the traffic engine IS the network, and what a candidate sees through the sealed gossip view is unchanged.

Also added focus_fraction, the share of churn that takes one endpoint from the scenario's own source and targets. Traffic spread evenly over a 12,161-node graph almost never touches the few channels a scored payment uses, so without it the knob moves the network everywhere except where it is measured. Generated corpora set it to a third.

Does it overturn anything? No. Re-running the champions over both traffic tiers with old and new engines leaves every ordering intact and every router inside its old confidence interval. One directional hint for the exp-008 re-run: on drift the stronger churn helps lnd (+0.032) and slightly hurts all three interval routers, which is what you would predict if hard bounds go stale faster under real movement. Nowhere near significant at n=8; a hypothesis, not a finding.

Companion change from exp-013's lesson: SimScenarioResult.GaveUp records that a router ABANDONED a payment rather than exhausting its attempts, and the aggregate reports num_give_ups and give_up_rate. Nothing scores it — it exists so the next candidate cannot buy a low attempt count by quitting and have it read as efficiency. The aggregate also reports bg_settle_rate now, so this defect would have been visible in every run's output instead of needing a manipulation check to find.

2026-07-26 — exp-015: exp-008 called a tie a loss

exp-014's before/after check left a directional hint — stronger churn helped lnd and hurt the interval routers on drift — pointing straight at exp-008's headline, "time-decay re-evolved under drift and LOST to the time-less champions." exp-008's own caveat had anticipated it: a heavier drift regime could tip the balance. And since that conclusion is fed to every evolution run through the harness prompt ("spend your complexity budget elsewhere"), being wrong about it steers the search.

Ran drift1 against the champions on ONE fixed corpus with only the churn rate varying: payments_per_gap 0, 20, 80, 240, everything else identical. At the fixed engine's ~0.9 settle rate, 240/gap is roughly eighteen times the effective churn exp-008 actually ran under.

drift1 vs mx_c3, paired: -0.016, -0.005, -0.007, -0.003. Statistically indistinguishable at every level, including no churn at all, with every CI straddling zero and no trend. An order of magnitude smaller than the 0.04 gap exp-008 read as a loss.

The correction is not that the fixed engine changed the answer. It is that the answer was a TIE in the first place: exp-008 compared two point estimates at n=8 with no paired test, and re-scoring its own original corpus under the fixed engine gives -0.033 at p=0.453. The churn ladder then confirms the tie holds at eighteen times the churn. exp-014's hint did not survive a controlled test, which is exactly why it was worth running instead of repeating.

exp-008's substantive findings stand: time-awareness genuinely re-evolved, its evolved form (confidence softening toward the prior, bounds expiring) is structurally unlike lnd's penalty fading, and it costs nothing on static tiers. Only the "and lost" clause was wrong. A tie is not a win either — decay remains unproven here rather than disproven.

Harness prompt corrected accordingly. An unsupported negative in the background prompt is a search restriction we imposed on ourselves.

One hypothesis fell out worth its own test: hb1 pulls away from mx_c3 monotonically as churn rises (+0.018, +0.015, +0.028, +0.037). None significant at n=8, and four noisy points make a weak trend, but the champion pair was settled on static tiers. If it reverses under churn that is a champion question, and it needs a bigger corpus rather than more churn levels.

2026-07-26 — exp-016: free knowledge helps the champions, hurts lnd

--import-weights landed, and with it the arm exp-012 could never build: a third-party node's observations injected from a file with no payment sent. For each sealed hard-tier file a DIFFERENT source node ran the same network and exported what it saw; each consumer then ran the original file cold and served.

The champions could not consume anything at all — nothing in the SimRouter contract ever asked a candidate to accept third-party knowledge, so no evolved router implements it. So the experiment also produced importer variants of mx_c3 and atomic1, each its ancestor plus one method routing every observation through the same belief update a real attempt makes. Both are identical to their originals cold.

Served the same file: atomic1 +0.055 (CI excludes zero, p=0.016), mx_c3 +0.031 with attempts nearly halved (8.1 -> 4.4), and lnd -0.029 with attempts going UP (30.9 -> 33.8). Free, accurate, correctly-scoped information makes lnd worse.

Splitting the stream says why. Successes help everyone (+0.003, +0.028, +0.038). Failures split the field: they help the interval routers (+0.010, +0.019) and they are the whole of lnd's loss at -0.039, CI excluding zero, worse on 9 of 10 files.

The mechanism took three wrong guesses to find, and the first of them was published before it was checked. Recorded in full in the writeup, because the errors are more instructive than the answer:

1. I wrote that lnd files a failure as a pair penalty carrying no amount. probability_apriori.go:363 returns the unpenalized prior whenever amt < FailAmt, so lnd's estimator gates on amount correctly. False, and it reached the dashboard.
2. A Fable advisor proposed node-level contagion instead — getNodeProbability folds pair results into a node prior used for all that node's channels, which my "761 edges, 761 pairs" check never ruled out. Disabling it with apriori.weight = 1.0 leaves the loss at -0.038. Not contagion.
3. Staleness looked decisive: failures from a one-payment server give +0.000, worse on 0 of 10. But that set holds 232 observations against the stale set's 2,808, and a size-matched random subsample of the STALE set gives -0.003. Equal volume, equal result. Not staleness.

What survives is volume. Each imported failure blocks one directed edge at the amount the consumer is about to send, because server and consumer draw amounts from the same distribution. At 232 observations nothing happens; at 2,808 across a 761-edge graph lnd finds its amount blocked almost everywhere and can only route around, onto longer and worse paths. The interval routers receive the identical removals and turn them into instructions — an imported upperFail of X tells mx_c3's ladder to try (X-1)/k.

So the thesis is sharper than the sentence I first wrote. lnd's estimator does not ignore amounts; nothing DOWNSTREAM of it can act on an amount bound, because findPath takes the amount as a fixed argument. Knowledge that "at least X fails here" can only subtract routes, never resize the payment. That is exp-002b's finding reached from the opposite direction, and the two now converge on one patch instead of two observations.

Two design rules for the API fall out, both now measured rather than argued. Serve observations, not weights: neither side's internal state is servable but both are derivable from (from, to, chan_id, amount, success, time). And a consumer must store failures as amount bounds to benefit from them, so an API serving failures to lnd as it stands makes lnd worse — unless mission control learns to keep FailAmt as a bound the retry loop actually reads.

Incidental: server coverage ranged from 0 to 2,111 observations across the ten server nodes. Who serves matters as much as what is served.

2026-07-27 — corrections: a published mechanism, a ceiling, and a law

Three claims in this notebook were overstated. All three are now labelled where they appear; collected here so the pattern is visible.

exp-016's mechanism was wrong, and it reached the dashboard. I wrote that lnd files a failure as a pair penalty carrying no amount. probability_apriori.go:363 returns the unpenalized prior whenever amt < FailAmt, so lnd's estimator gates on amount correctly. A Fable advisor caught it by reading the code rather than the packet. Its own replacement hypothesis — node-level contagion — was also wrong (apriori.weight=1.0 disables the aggregation and leaves the loss at -0.038), and so was the third guess, staleness (size-matched stale observations cost -0.003 against fresh +0.000; the apparent staleness effect was a volume difference, 232 against 2,808). What survives is volume: each imported bound blocks an edge at the amount the consumer is about to send, and nothing downstream of lnd's estimator can resize a payment. The upstream thesis is unchanged and better supported.

exp-011's "paradigm ceiling" is confounded with the engine. Every run in this program used engine="gepa". Three lineages converging on one band says as much about that engine's attractor as about the problem, and the GEPA team's omni results — no engine dominant, each winning about a third of problems, engine-switching breaking plateaus — make the alternative live. Underdetermined rather than wrong; the adjudicating run is specified in the exp-011 writeup.

The proposer law was fitted to n=2. Downgraded to a hypothesis in place.

The common thread: each was a mechanism story built on top of a real measurement, and in each case the measurement stood while the story did not. The measurements in this notebook are more trustworthy than the explanations attached to them, and explanations should be checked against the code they describe before they are published.

2026-07-27 — exp-017: the paradigm survives generators it was never fit to

The de-circularization sweep, and the best news the program has had since exp-009. Full writeup in exp-017-generator-families.md; the short version follows.

The worry (WHY.md §0): the evolved priors fit our generator's ExpFloat64()*0.05, so every published margin might be memorization. The test: parameterize the generator family (bimodal at wrong scales, beta with polynomial tails, beta:2:2 where the bimodal hypothesis is simply false, uniform, and hubdrain — depletion correlated with node degree, our first topology-aware world), plus two authored-amount families and four re-liquified mainnet tiers. Thirteen tiers, five routers, 650 paired runs. The untouched mainnet control reproduced the published exp-009 numbers to three decimals before the sweep was allowed to proceed.

The verdict: lnd is rank 5 on all thirteen tiers, an evolved router is rank 1 on all thirteen, and hb1-lnd holds a CI excluding zero on 12 of 13. The margins do shrink as the world flattens away from the fitted scale — the overfitting signature we were hunting — but the hand-written seed, which was never fit to anything, shrinks with the same shape and by a similar fraction, while lnd's own score climbs. The compression is a difficulty ceiling, not memorized constants. The paradigm is what wins; the constants only show at the edges.

Three secondary findings restructure the champion picture. atomic1 is a flat-liquidity specialist: rank 4 -> 1 monotonically along the ladder, rank 1 on three of four mainnet families, highest success at fewest attempts on beta:2:2 — and the abandonment signature (worse on both axes) on sharply bimodal worlds. hb1 >= mx_c3 on 12 of 13 tiers with liq-uniform significant (p=.004, 0/9 files), and the pair ties to 0.001 on every mainnet family — mx_c3's "generalist" title now rests entirely on OOD/split tiers this sweep did not test, and a dedicated adjudication should run before the framing is repeated. And give_up_rate turned out to equal 1 - success_rate identically for candidate routers (they always fail by giving up), so the ASI warning added the same day was firing universally; rewritten as an unconditional read-the-pair rule.

What stays authored: every world here is still ours, including the re-liquified mainnet balances. The generator-family question is closed; the full escape from simulator-shaped remains degraded attribution and offline replay, which move up the queue.

2026-07-27 — exp-020: mx_c3 defends the title, and the rule earns its keep

The championship adjudication ran same-day: original tier set, the exp-017 binaries, paired per file, with the mainnet/hard/OOD gates reproducing the published numbers to three decimals before anything counted. Full writeup in exp-020-championship-adjudication.md.

The verdict reverses where exp-015 and exp-017 pointed. hb1 significantly beats mx_c3 NOWHERE on the original set — every directional edge carries a CI straddling zero. mx_c3 significantly beats hb1 on exactly one tier, split_test, and does it unanimously (+0.062, 8/0, p=.008) — the same tier where hb1 alone among the evolved routers fails to beat lnd. The title holds. The twins are separated only at the edges: hb1 by +0.01-class margins on some new synthetic families, mx_c3 by a large margin exactly where payments must fragment. The generalist pick is mx_c3, and it remains the only evolved router no other evolved router beats significantly anywhere on the original ground.

Worth writing on the wall: two independent significant signals (p=.014, p=.004) pointed at hb1 and neither replicated on held-out original tiers. The champion rule — no swap without a paired sweep on the ground the title was earned — is the only reason yesterday's site said "in adjudication" instead of something now known to be wrong.

The sweep's corpus archaeology also found two durability problems: the sealed exp-006 hard tier had been silently OVERWRITTEN in scratch by exp-010 (the pristine copy survived only inside corpus-mix), and neither hard-test nor OOD is regenerable from any committed generator revision — they came from an uncommitted 2026-07-24 working copy. Both tiers are now checked into simulation/lab/scenarios/ verbatim, joining the mainnet tier. "Everything regenerates from fixed seeds" is corrected to: drift/split/atomic regenerate; the headline tiers are checked-in artifacts.

2026-07-27 — exp-019: the 8.6x dies, the margin survives

The degraded-attribution ladder — the advisor's nominated decisive pre-upstream test — ran end to end today: an attribution section on the scenario file that strips, shifts, or delays failure results at the single delivery point both consumer paths share, proven byte-identical when absent, with lnd's unknown path routed through its real processPaymentOutcomeUnknown logic. 520 paired runs across the sealed hard tier (six levels), mainnet (realistic mix), and drift (delay isolated). Writeup in exp-019-degraded-attribution.md.

The feared result did not happen. The champions are not calibrated to the clean channel: at the realistic mix and on degraded mainnet every champion still clears lnd, and under unreadable errors the hard-tier margin WIDENS, because none of the evolved routers writes a liquidity bound from an unattributed failure — they all treat no-information as no-information. What collapses is lnd: its unknown-failure response penalizes the whole route in both directions, so a 10% unreadable rate turns into give-ups 0.31 -> 0.71 and at 30% four of ten files pin to zero success. That is a self-contained upstream finding joining exp-016/exp-002b as a third input to the distillation patch.

Two surprises worth their labels. Plausible lies HELP lnd (shift=0.3: +0.122, 10/10 files, p=.002 — its best hard-tier config ever), mechanism flagged unproven pending a shift-isolated mainnet arm; after exp-016, anomalies ship as anomalies. And delay is free for everyone — staleness keeps failing to matter here; misattribution is the binding constraint.

The headline consequence: the 8.6x attempt claim is retired. Under degradation lnd uses FEWER attempts than the champions because it stops paying for hard payments, so the ratio is meaningless in both directions. The replacement is stronger: on degraded mainnet the champions hold success at exactly their undegraded values for +0.2 to +0.45 attempts while lnd trades 6 points of success for its attempt drop. Realistic degradation converts the champions' edge from an attempt edge into a success edge.

2026-07-27 (night) — exp-019b: the anomaly stays home

The shift-isolated mainnet arm ran overnight next to the live exp-018 adjudication. Shift does not help lnd on mainnet — both CIs straddle zero, the sign flips between levels, and the decomposition shows the small positive at 0.1 is the give-up spiral's attempt term, with success falling 8/8 files. The hard-tier anomaly is real and does not travel.

The methodological entry is better than the result: my route-geometry story predicted the vanishing, and the vanishing happened, and the story is still wrong — because it assumed mainnet routes are longer and they are three times shorter (hub source, 1.9 mean hops first-attempt vs 5.4 on hard). An outcome matching a prediction while refuting its premise is exactly the trap exp-016 taught us to check for, and this time the check ran BEFORE anything was published. The anomaly ships with two facts and no mechanism.

2026-07-28 (pre-dawn) — exp-018: the band is not a gepa artifact

The omni adjudication ran overnight: gepa, meta_harness and autoresearch, identical seed, corpus and 150-eval budget, per-arm verdicts. Writeup in exp-018-omni-adjudication.md.

gepa was the only engine that produced anything. meta_harness spends 68 evals benchmarking each candidate against the full set, so its budget bought ONE iteration (first proposal broken at 0.058, second out of budget mid-benchmark, best = the seed). autoresearch burned 150 evals in 13 minutes and returned the seed modulo comments. gepa stretched the same allowance across 13 iterations and emitted a real 947-line candidate. The moat is eval efficiency, not proposal quality — and the containment held on both claude arms (no crashes, no leaks; the wariness was warranted about usefulness, not safety).

The candidate, omni1, is challenger failure number six: beats no champion anywhere, no collapse tier, the exact inverse of the give-up attractor — most attempts of any evolved router on every tier (85.8/payment on atomic_test), champion-class success bought at attempt prices the composite taxes. Cause looks like a missing guardrail, not a strategy: it evolved none of the champions' attempt/ hop/search caps. Two mechanisms enter the idea ledger anyway: dual belief ledgers (own-shard contention vs standing balance, separated) and contradiction-triggered confidence decay (evidence-keyed forgetting, sidestepping the time-decay question). Its prior constant is 0.025, not the generator's 0.05 — another small point for exp-017's constants-don't-carry-it finding.

Operational: xhigh reflections lost 4 of 13 iterations to the 600s timeout and stretched the arm to nine hours; searcher defaults retuned to high/900s at 820d06d01, xhigh one flag away.

Adjudication verdict, with its limits: at practical budgets the ~0.64 band is NOT a gepa artifact — the alternatives cannot reach the starting line. Whether it is a true problem ceiling stays open; the testing arm (meta_harness at ~10x evals) is specified and costed at about $2 and 19 proposer-minutes per swing.

2026-07-28 — exp-021: one fix lands, one theory dies

The distillation patch closed same-day. Full writeup in exp-021-distillation-patch.md; the two headlines:

soft_unknown is the program's first constructive upstream deliverable. Replacing processPaymentOutcomeUnknown's whole-route both-directions nuke with a single-pair minimum-probability penalty recovers 86-148% of exp-019's objective collapse on the hard and drift ladders, with success up and give-ups down on every non-tied file, and provably exact-identical behavior on clean controls. Patched lnd under degradation is statistically indistinguishable from its own clean run. Cost stated plainly: it buys success with attempts (+18-29/payment, invisible under the objective's cap), and mainnet is inert. It takes back about half the champions' degraded-tier margin and erases atomic1's at unk .3.

adaptive_split is a genuine null, and the null is the finding. Three designs (supremum search, geometric backoff, expected-value ladder over the discarded pathfinder probability) each reduced by their own trace arithmetic to geometric descent from the bound — which lnd's blind halving already runs at the fastest ratio of any variant, for free. The one flattering interim number was pure abandonment and was retracted the moment the fallback closed that channel. With exp-002b this kills both halves of the original distillation theory: neither a better belief nor a bound-reactive control flow moves lnd, alone or married. The champions' edge lives at plan time — success-side memory and joint route-set construction — and that is now a measured architectural price tag, not a suspicion.

The three-revision arc itself is worth the notebook line: each design was killed by its own smoke trace before any sweep spent real compute, and the one wrong headline ("the marriage works") lived for exactly one revision cycle before its author retracted it. The gate is doing its job.

2026-07-27 — exp-022 and exp-024: the lying channel and the ceiling, closed the same day

Two runs launched together, harvested the same evening, and both verdicts sharpen the same conclusion from opposite directions.

exp-024 first, because it is simpler: meta_harness at ten times the exp-018 budget stops stalling and starts converging — five new-bests in three iterations, then a flatline where 950 evals buy +0.0002 — and the shelf it converges to sits below gepa's result at one tenth the budget. Both halves of the exp-018 question are closed. The band is a property of the problem, not of the optimizer or its rations, and the way past it is changing the environment, which is exp-023.

exp-022 is the richer story. The first run ever bred against a lying failure channel produced the first evolved attribution-confidence machinery: quarantined suspect bounds held apart from the hard intervals until corroborated, payment-local penalties for unreadable failures, an escalation cap after repeated unknowns. Two of those were open questions the prompt posed with no implementation shown. And the breeding worked, measurably: deg1 is the flattest router under degradation ever tested here (six tiers, deltas within noise of zero, while the champions shed up to 0.067 with CIs excluding zero), and the champion gap narrows under the lying channel exactly as predicted, significantly on the hard tier. It is still challenger failure number eight, and the reason is the finding: the robustness is bought by never stopping. Twenty-six to ninety-two attempts per payment, pinned past the objective's attempt cap on every tier, a give-up rate near zero because the harness's own 200-attempt ceiling does the abandoning. Re-score the same runs with the cap lifted and the champions do not move to four decimals while deg1 falls to worst in the field. The attempt cap has been silently subsidizing retry-heavy designs the way exp-021 caught it hiding soft_unknown's cost; it is now a measured objective weakness with the same shape as the exp-023 fee-term rule. And the plan-time thesis picks up its third independent confirmation: given a channel that punishes reactive learning, the search still could not buy robustness with better plans — it bought it with more retries, because retries were free. Champions unchanged: hb1 and mx_c3, eight challengers deep.

2026-07-28 — exp-023: the build, the sweep, and the sentence the program converged on

The whole economic-realism program ran start to finish in one day: five mechanisms specced, five stages implemented by five agent rounds, each flag byte-identical off against a pre-change binary, each landing note recording what implementation taught the spec, and then the 1,920-run measurement sweep with gates that reproduced the published table to the last bit.

The verdict is the cleanest sentence this program has produced: the champions' edge is informational, not a pricing edge. Fee budgets, the one mechanism lnd's pathfinding already prices carefully, close the champion gap unanimously on mainnet and push the lead negative as a point estimate. Heavy inbound fees erase the significant lead entirely. And the three mechanisms that are not prices — announced limits, contention, latency — move the gap not at all, with the latency null landing in its strongest possible form: five routers exactly identical when latency is the only thing that changed. The interval paradigm keeps winning where knowledge wins and starts losing where arithmetic wins, because lnd does the arithmetic and the champions never had a reason to.

Which means the lnd integration got its design validated by data that did not exist when it was built: the interval-router branch pairs the evolved belief system with lnd's own fee-aware machinery, exactly the hybrid this sweep says to build. And the next run is the one the hypothesis board reserved for it: evolution in the full economic world, where budget tracking, inbound-fee pricing and contention planning are all machinery no incumbent carries. atomic1 gets a source audit first — the fee-robust, contention-immune champion is the one whose mechanisms the economic world rewards, and its stock has risen every time the environment got more real.

2026-07-29 — exp-025: the world got prices, and evolution learned to count

The economic-world arm closed overnight, in two acts. Act one is the postmortem: the first run's fifty-nine proposals all died on a single missing type declaration, fifty-three of them reaching for reflection to unwrap an Option that does not exist (the sandbox caught every one), six guessing UnwrapOr on a plain struct. Eight prompt lines later the relaunch worked, and the lesson goes in the permanent collection: describe data without its type and a code-writing model invents an API.

Act two is econ2, and it is the most interesting challenger since the champions themselves. It is the first candidate ever to read the fee budget or price an inbound fee, and it did not re-weight its way there — it built a remaining-budget ledger, per-shard allocation, fee-cap pruning inside the search, and a Pareto frontier that always keeps its cheapest label alive. It cleared the first live beat-lnd bar any corpus has posed, with CIs excluding zero, and it restores an lnd-beating lead on exactly the mainnet fee rungs where exp-023 watched the champions go negative. It is also not a champion: it loses the clean worlds, and it loses drift to everyone including the seed, because the world it grew up in barely drifted. Filed as the fee-budget specialist, challenger number nine, and the frontier is now three regimes deep — hb1/mx_c3 where information wins, atomic1 where holds contend, econ2 where money is scarce. Nobody owns everything, which is itself the strongest argument yet for the hybrid the lnd branch builds: evolved beliefs on top of pricing that counts.

2026-07-29 — exp-027: the flag flip pays the champions' margin

The e2e question got its answer the same day the compose world closed: put the interval session inside lnd's real payment lifecycle, flip router_impl=interval on the simulator's lnd arm, and the integrated branch scores 0.788 on mainnet against stock lnd's 0.694 and mx_c3's 0.791 — the champions' margin, not a fraction of it, on all six classic tiers, with attempts landing at 2.5 where the champions sit at 2.3. The port is indistinguishable from mx_c3 on five tiers and takes split off hb1 outright. It inherits the exp-019 robustness story nearly whole (stock lnd collapses to 0.240 on the degraded hard mix; the integrated branch holds 0.667, inside the champion band), and on the mainnet fee rungs it is the best arm in the field — champion beliefs with lnd's budget discipline, zero violations, exactly the hybrid exp-023 said to build.

Two honest edges. On degraded mainnet the champions lose exactly zero success and the port loses 0.040 — its only significant loss to a champion anywhere, and precisely the channel the round-3 quarantine commit targets; the re-bench is live. And at 4000ppm on the hard tier the hybrid inherits the paradigm's abandonment rather than lnd's persistence, so econ2 keeps its regime. One methodology find along the way: mainnet cells were never byte-reproducible on any binary (lnd's findPath iterates a map; ties break by memory order), so the bit-exact mainnet gate cells in earlier tables were luck — the paired stats carried those verdicts, but future gates should treat mainnet statistically. Full battery: 804 runs, zero errors, gates 24/24 against exp-023.

The round-3 re-bench came back the same evening, and it split the two commits cleanly down the middle. The budget-derived fee price is the real thing: hard@4000 — the tier round 2 lost — moved +0.079 with the only CI-solid round-over-round delta in the sweep, flipping it to +0.107 over lnd and past every champion, cap-insensitive, with fee violations still at zero everywhere. The quarantine is a null on its own home turf: no degraded tier moved significantly, and the degraded-mainnet gap it was built to close widened to −0.044 against mx_c3. Whatever buys the champions their exact zero there, it is not suspect-bound discounting — that mystery goes back on the board. And the cheapest-label keep, which currently applies budget or no budget, shows a cost signature on ood (−0.032) and the no-budget econ control; round 4 is a one-line hypothesis: protect the cheapest label only when a budget exists. Thirteen of fourteen tiers now CI-solid over stock lnd.

The rounds 4-6 chase closed the same night, and it reads like a detective story with three wrong suspects. The frontier rule was inert (round 4). The IEEE-754 story was real but only explained the single-shard tiers (round 5: restoring the verbatim expression fixed split/mainnet/atomic to ±0.0005 and left everything that splits untouched). The bug underneath was semantic: intervalBudgeted tested the REMAINING fee limit, which lnd's lifecycle recomputes every route request — the very property we praised when dropping econ2's second ledger — so an unbudgeted payment stopped looking unbudgeted the moment it paid its first shard's fees. Latch the classification at session construction and the adjudication lands: ood back to 0.5703 against a 0.5702 prediction, budgeted rungs bit-identical, and the branch tip at 14/14 CI-solid over stock lnd with zero losses.

The best finding of the round is about production, not the bug: real lnd payments always carry a fee budget (the RPC layer defaults to 5% of the amount), so the branch every real payment takes is the budgeted one — and under exactly that default, the margins hold on all six classic tiers, the price clamp costs nothing, and NOBODY refuses a route, mx_c3 included. Budget discipline separates routers only at budgets far tighter than any default node runs. exp-023 and exp-025's fee verdicts are tight-budget statements, and the sweep now says so. One genuine mystery filed for later: unknown-attribution and shift together cost the integrated router five times the sum of their separate costs (z=-11.1), and neither alone costs anything — an interaction with the quarantine's trust boundary as the working suspect.

2026-07-30 — exp-028: the give-up attractor is a rule now

code_full2 closed overnight: the compose world seeded from econ2 itself. The machinery transferred (econ2's composed held-out is 0.2373 to the hand seed's 0.2157 — budget discipline is worth the same +0.022 with the lying channel switched on), but evolution on top of it went backwards: the best-val candidate loses to its own seed by 0.030 on held-out, all of it success, bought with 4 fewer attempts per payment. That is exp-013's shape with every variable changed — different seed lineage, different world — which promotes the give-up attractor from anecdote to rule: continue any seed at the attempt frontier and the search becomes an abandonment machine. Escape arm 1 is dead; the 800-eval arm now carries the whole compose question.

2026-07-30 — exp-029: the ordering survives on balances nobody fit to

The foreign balance sheet delivered the cleanest de-circularization verdict available short of replay. On dijkstrasden's model graph, with balances generated from ln-scores data by a process we never touched, every evolved router beats lnd 10/0 at p=.002 and the margin is a third WIDER than on the tier whose balances we drew ourselves. The family swap itself (same files, same topology, our bimodal versus his mixture) is worth nothing to anyone: seven arms, seven CIs straddling zero, with the fitted champion gaining least and the never-fitted seed gaining most, which is the exact opposite of what an overfit prior would print. And two predictions came true on data they had never seen: atomic1, the exp-017 flat-liquidity specialist, tops the field on the flattest realistic family we have scored; and the integration branch tracks the champions to the third decimal, gaining under the production-default fee limit while paying 267 fewer ppm. The WHY.md circularity caveat is now a measured quantity, and the quantity is approximately zero. What remains is replay, next week, on a real node's history.

2026-07-30 — exp-030: misattribution manufactures innocence

The unknown-times-shift interaction gave up its mechanism in one ablation: the whole 0.034 loss is the quarantine, disarmed by evidence the rest of the stack fabricates. A named failure writes hard lower bounds on every hop before the reported index; a shifted report names the wrong hop; so the guilty channel collects a bound proving it can carry the amount it just refused, walks off the suspect list, and leaves its 1/sqrt(n) share of suspicion concentrated on the innocent. One channel in ten convicted on the mix tier never failed at all, against zero under unknown-only — the counters read the simulator's ground truth, so this is measured, not inferred. The fix is a trust boundary, one field wide: only a settlement proves innocence. ProvenOK, written by settlements alone, replaces LowerOK in the quarantine's three suppression rules, takes the mix ABOVE its pre-quarantine reference, and leaves the clean tier identical to seven decimals. The quarantine keeps its place in the release candidate, and the PR narrative swaps "unexplained interaction on the record" for a mechanism, a fix, and a magnitude caveat pending a wider corpus.