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Rewrite M-series: crypto trading engine + market prediction sims
The initial M-series specs were wrong (text digestion pipeline). Replaced
with the actual economy organ architecture:
M0 hub (independent system, scoped autonomy, multi-layered braking)
M1 Marketplace (multi-trader harness, deterministic law script, veto)
M2 Data Feeds (RSS + live market, bridges Marketplace ↔ Sims)
M3 Sims hub + 7 sub-specs (always-running, bounded predictions):
M3a statistical, M3b sociological, M3c AMM/liquidity,
M3d MEV/adversarial, M3e tokenomics/macro, M3f consensus/staking,
M3g market microstructure
M4 Wallets (sovereign custody, our keys only, 1:1 trader binding)
M5 Traders (AI actors, wallet-bound, all tool calls monitored)
M6 Conductor (supervisory AI, veto, pause/investigate, SAE intake)
M7 SAE monitor (trader surveillance, Brain-compatible message format)
Grounded in AMM invariant mechanics, MEV game theory, SDE tokenomics,
and evolutionary consensus games. Tax stub for Verschwörern Veregeister.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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# M6 — Conductor (supervisory AI)
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## 1. Component
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The economy organ's supervisor: a **specialist-trained AI** with authority to **veto Marketplace
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actions and pause/investigate individual Traders**. Receives suspicious-behavior reports from the
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SAE (M7) and acts on them. The Conductor is the stomach's own judgment — it does not consult the
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organism's Brain for trade-level decisions. It supervises; the deterministic law script (M1)
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constrains; together they form the multi-layered braking system.
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## 2. Status / certainty
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DESIGN-FIRST · ABSENT. Role C4 (supervision architecture is clear); implementation C1 (model
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selection, training, authority scope).
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## 3. Language & location
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TBD · `src/economy/conductor/`. The Conductor is an AI actor — likely a fine-tuned LLM with
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specialist training in market risk, trader behavior analysis, and anomaly response. The
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inference wrapper sits alongside the Marketplace.
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## 4. Does / does-not
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- **Does:** receive SAE (M7) anomaly reports on trader behavior; **pause** a flagged trader's
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actions to investigate; **veto** a Marketplace action if investigation reveals risk; **resume**
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a cleared trader; review Marketplace actions pre-execution when the law check passes (M1-L4:
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veto is checked after law, before execution); maintain an audit log of all veto/pause/resume
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decisions.
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- **Does-not:** trade (Traders do); execute on-chain (Marketplace does); modify the law script
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(immutable — M1-L2); detect anomalies directly (SAE does — the Conductor *responds* to SAE
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reports, it doesn't watch raw data); consult the organism's Brain.
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## 5. Interface contract
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- `veto_check(action: MarketAction, trader_id) -> { approved | vetoed(reason) }` — called by
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Marketplace (M1) for every law-passing action before execution.
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- `receive_alert(alert: SAEAlert) -> { pause(trader_id) | dismiss | escalate }`.
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`SAEAlert { trader_id, alert_type, evidence, severity, timestamp }`.
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- `investigate(trader_id) -> { clear(resume) | veto_pending_actions | restrict(new_limits) }`.
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- `decision_log() -> [ConductorDecision]` — full audit trail of all veto/pause/resume/dismiss.
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- **SAE/Brain message format compatibility:** the Conductor's incoming alert format is
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**identical in structure and signature** to Brain messages — SAE reports to the Conductor in
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the same shape it would report to the Brain. This means the Conductor can be swapped for Brain
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oversight without protocol changes (though the stomach normally operates autonomously).
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## 6. Dependencies & stubs
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- M7 SAE — anomaly reports; *stub:* no alerts (all clear).
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- M1 Marketplace — veto check integration; *stub:* always-approve.
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- M5 Traders — pause/resume control; *stub:* print pause/resume.
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## 7. Invariants / laws
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- **L1 (C5):** the Conductor **can veto, but cannot trade** — it has no wallet, no Marketplace
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access as a trader. It supervises from outside the trading loop.
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- **L2 (C5):** the **law script is above the Conductor** — the Conductor vetoes actions that
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*pass* the law check but seem strategically risky. It cannot override a law violation (those
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are rejected before reaching the Conductor — M1-L4).
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- **L3 (C4):** **pause is reversible** — a paused trader can always be resumed after
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investigation. Pause is a breaker, not a sentence (echoes A2-L3).
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- **L4 (C4):** every Conductor decision is **logged** — vetoes, pauses, resumes, dismissals.
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The audit log is append-only (echoes M1-L2 / S3).
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- **L5 (C4):** SAE alert format and Brain message format are **structurally identical** — same
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fields, same signatures. The Conductor processes them the same way the Brain would.
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## 8. Build steps
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1. Define the Conductor's decision model (rule-based for v1? fine-tuned LLM for v2?).
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2. Wire SAE alert intake (M7 → M6).
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3. Wire Marketplace veto check (M1 → M6 → approve/veto).
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4. Implement trader pause/investigate/resume flow.
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5. Implement append-only decision log.
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## 9. Tests
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Veto: flagged action is vetoed; unflagged action approved. Pause: paused trader cannot submit
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actions. Resume: cleared trader resumes normal operation. No trading: Conductor cannot submit
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`MarketAction`. Law supremacy: Conductor cannot override a law violation (never reaches
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Conductor). Audit: every decision appears in the log. Alert format: SAE alert parses identically
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to Brain message structure.
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## 10. Open items
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- Conductor AI model selection and training data (what does "specialist training" look like?).
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- Veto criteria beyond SAE alerts (does the Conductor have independent judgment, or only
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responds to SAE reports?).
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- Escalation path — if the Conductor is uncertain, does it escalate to the organism's Brain?
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Or is the stomach fully autonomous? (Current design: fully autonomous.)
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- Multiple Conductors for redundancy?
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