THE NODE · ON-CHAIN INTELLIGENCE
LOG node-001, WHAT IT IS
A private Bitcoin cycle-intelligence platform. Price, on-chain and sentiment data flow into one deterministic compute layer; a language model writes the narrative on top of the numbers, never the numbers themselves. House rule: the model narrates, the code computes.
LOG node-002, THE PIPELINE
A self-hosted Bitcoin Core full node, exposed only through a Cloudflare Tunnel. Scheduled collectors pull on-chain valuation metrics (MVRV Z-Score, NUPL, SOPR, Puell Multiple), market and sentiment feeds, and an exchange-premium series sampled every 30 minutes and stored permanently. Supabase holds state and scheduling; serverless functions run the jobs; the AI layer calls Anthropic's Claude API directly, with no gateways or routers in between.
LOG node-003, THE LOGIC
Every intelligence brief starts from computed inputs: trend windows, cluster scores, scenario evidence, and trigger gates with hard numeric thresholds. The narrative layer can only describe what the computation already established. That is the liability firewall, and the reason the output can be trusted at 06:00 without re-checking its math.
"The model narrates, the code computes."
THE DESK · EQUITY SCENARIO ENGINE
LOG desk-001, WHAT IT IS
A daily decision-support system for stock trading. Six dependency-ordered stages run server-side every morning: market-regime classification, a deterministic scan, a filter stage enriched with TipRanks analyst and catalyst intelligence, thesis building, brief composition, and a midday re-check.
LOG desk-002, THE PIPELINE
Daily price bars from a market-data provider, analyst ratings and catalyst data from TipRanks, and execution against an Interactive Brokers paper account as full bracket orders. A single server-side orchestrator drives all stages in dependency order with semantic completion checks; a sequencing race caught during validation is exactly why those checks exist.
LOG desk-003, THE DISCIPLINE
Nothing trades real money. A validation gate requires a minimum number of closed trades and weeks of live paper history before real capital is even discussed, and a benchmark panel tracks performance against the index, net of costs. Paper trading exists to find where the system breaks, not to confirm the thesis.
