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>
This commit is contained in:
Claude
2026-07-13 21:10:15 +00:00
parent 622b2bd73e
commit 98a6f9a0b1
23 changed files with 1076 additions and 537 deletions
+20 -10
View File
@@ -50,13 +50,20 @@ Every `NN-<organ>.md` has the same 10 sections:
| G2 | Governance | Cross-cut | DESIGN-FIRST (C2) | TBD | _wave 2_ |
| G3 | Defense model | Cross-cut | emergent | — | _wave 2_ |
| M0 | Economy organ hub (stomach) | Economy | DESIGN-FIRST | TBD | [M0](M0-economy-organ-hub.md) |
| M1 | Ingestion gateway | Economy | DESIGN-FIRST | TBD | [M1](M1-ingestion.md) |
| M2 | Digestion core (small-model) | Economy | DESIGN-FIRST | TBD | [M2](M2-digestion-core.md) |
| M3 | Cost ledger | Economy | DESIGN-FIRST | TBD | [M3](M3-cost-ledger.md) |
| M4 | Budget governor | Economy | DESIGN-FIRST | TBD | [M4](M4-budget-governor.md) |
| M5 | Context yield (absorption) | Economy | DESIGN-FIRST | TBD | [M5](M5-context-yield.md) |
| M6 | Provenance chain | Economy | DESIGN-FIRST | TBD | [M6](M6-provenance-chain.md) |
| M7 | Outer-bus exchange | Economy | DESIGN-FIRST | TBD | [M7](M7-outer-bus-exchange.md) |
| M1 | Marketplace (multi-trader harness) | Economy | DESIGN-FIRST | TBD | [M1](M1-marketplace.md) |
| M2 | Data feeds (market data pipeline) | Economy | DESIGN-FIRST | TBD | [M2](M2-data-feeds.md) |
| M3 | Sims hub (market prediction) | Economy | DESIGN-FIRST | TBD | [M3](M3-sims-hub.md) |
| M3a | Statistical & quantitative sims | Economy/Sims | DESIGN-FIRST | TBD | [M3a](M3a-statistical-sims.md) |
| M3b | Sociological & population sims | Economy/Sims | DESIGN-FIRST | TBD | [M3b](M3b-sociological-sims.md) |
| M3c | AMM & liquidity pool sims | Economy/Sims | DESIGN-FIRST | TBD | [M3c](M3c-amm-liquidity-sims.md) |
| M3d | MEV & adversarial extraction sims | Economy/Sims | DESIGN-FIRST | TBD | [M3d](M3d-mev-adversarial-sims.md) |
| M3e | Tokenomics & macro-state sims | Economy/Sims | DESIGN-FIRST | TBD | [M3e](M3e-tokenomics-macro-sims.md) |
| M3f | Consensus & staking game sims | Economy/Sims | DESIGN-FIRST | TBD | [M3f](M3f-consensus-staking-sims.md) |
| M3g | Market microstructure sims | Economy/Sims | DESIGN-FIRST | TBD | [M3g](M3g-market-microstructure-sims.md) |
| M4 | Wallets (sovereign custody) | Economy | DESIGN-FIRST | TBD | [M4](M4-wallets.md) |
| M5 | Traders (AI actors) | Economy | DESIGN-FIRST | TBD | [M5](M5-traders.md) |
| M6 | Conductor (supervisory AI) | Economy | DESIGN-FIRST | TBD | [M6](M6-conductor.md) |
| M7 | SAE monitor (trader surveillance) | Economy | DESIGN-FIRST | TBD | [M7](M7-sae-monitor.md) |
## Integration DAG (who feeds whom)
```
@@ -70,12 +77,15 @@ Hermes ──> [C1] ──> Inference cycle [C3] ──┬─ pulls Drive-Box sn
└─ Ada routes tools [D1]
SAE [F2] watches Subagents [F3]; stress-loop [G1]: F2 → A7 (EthInt) → stress endomotiv (A4) → A8 drift + full reshuffle (B2)
Storage: INVARIANT [E1] / VARIANT [E2] / RAG+cross-store [E3] sit behind D1. Medium [D2] = the perfusion bus (unnamed).
Economy: world → Stomach [M0] ingests [M1] → digests [M2] → yields [M5] → Ada [D1]. Ledger [M3] + budget [M4] track cost.
Provenance [M6] chains origin through digestion. Exchange [M7]: Stomach ↔ MoRAG [F1] / SAE [F2] / Microagents [F3].
Economy (stomach — independent, scoped autonomy):
Marketplace [M1] ← Traders [M5] (bound to Wallets [M4]) submit actions; law script + Conductor [M6] veto gate execution.
Data Feeds [M2] ↔ Sims [M3: M3a stat, M3b socio, M3c AMM, M3d MEV, M3e tokenomics, M3f consensus, M3g microstructure].
SAE [M7] monitors all Trader tool calls → alerts Conductor [M6]. Tax → Verschwörern Veregeister wallets (stub).
Stomach [M0] ↔ organism via Ichor; reward signals TBD.
```
## Build waves
- **Wave 0** — this README + **C1** (priority).
- **Wave 1 (buildable-now)** — A1–A8, B1–B3, C2–C4, D1, D3.
- **Wave 2 (design-first)** — D2, E1–E3, F1–F3, G1–G3, M0–M7.
- **Wave 2 (design-first)** — D2, E1–E3, F1–F3, G1–G3, M0–M7 (+ M3a–M3g sim sub-specs).
Each spec is independent; review as they land.