Arc Transitions

14 events · latest Jun 6, 2026

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Jun 6 arc DEMOTED active→monitoring (priority medium→low); capacity slot to nuclear-fuel-cycle

Jun 3 arc RELEVANCE INVESTIGATION → DOWNGRADED to MONITORING (status active→monitoring, priority high→low); full-breakdown trigger GLD < $410 FIRED GLD GDX SLV +2

May 30 arc R32-D EOW synthesis — KILL decision executed; perspective retired

May 23 arc R31-A — EXECUTED R23-G SPLIT (silver-pivot leg retired-with-verdict `disproven`; perspective renamed; SLV/SIL removed from key_tickers) GLD GDX UUP

May 23 arc R31-A — EXECUTED R23-G SELECTIVE RETIRE (status: closed; no successor; durable signal consolidated as us-energy-dominance Stage-1 annotation)

May 23 arc R31-A — EXECUTED R23-G FOLD into ai-power-bottleneck (status: closed; successor: ai-power-bottleneck)

May 23 arc R31-A — ABSORBED crypto-geopolitics via R23-G FOLD (AI/HPC-pivot miners sub-leg)

May 19 arc R12 perspective-refresh — RETIRED with verdict: HIMS pivot disproven, no clean successor vehicle HIMS CVS LLY +2

May 19 arc R12 perspective-refresh — trigger fired; refreshed as an active tail-watch (NOT auto-retired, NOT promoted) USO XLE XOP +8

Apr 28 arc Vehicle pivot from BRBR to HIMS BRBR HIMS LLY

Apr 26 arc Absorbed iran-war-oil; retrospective HIT, action SUSTAIN

Apr 26 arc Demoted to medium priority

Apr 26 arc Retrospective marked HIT, evolving as predicted

Apr 26 arc Trigger named JUST HIT in retrospective BTC MSTR