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Narrative revamp: causality-first positioning, two product lines, Phase 2 neural-game design, JA/KO docs - #4

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revamp/narrative
Jul 30, 2026
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Narrative revamp: causality-first positioning, two product lines, Phase 2 neural-game design, JA/KO docs#4
hongjin-he merged 3 commits into
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revamp/narrative

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What this PR does

Reorganizes the repo's narrative around four layers, without touching any library code (all 50 tests pass unchanged).

1 · Positioning

  • New README section — "The First-Principles Bet: Causality over Correlation": the core differentiation argument. Historical data does not repeat (factors decay when crowded); the world that generates the data — institutions, regulation, incentives — does repeat. We model the generator, not the residue.
  • docs/JOURNEY.md — the intellectual journey: world-model skeptic (quantum-precision + storage objections) → converted by DayDreamer, GAIA-1, Genie, Cosmos, V-JEPA 2, and the spatial-intelligence conversation around Stanford → collision with the factor zoo's first-principles violation → the merge that became E-Game-C. Linked from "The Story".

2 · Technical roadmap

  • Roadmap reframed as Phase 1 (game-theoretic core) — structure-first justified by Theorem 1, not a compromise — and Phase 2 (docs/PHASE2_NEURAL_GAME.md): the Neural Network Game Structure, where every neuron is itself a small agent-network, regulatory constraints are imposed as architecture, and one-vs-two-network is assigned to experiment (E8). Honest about the squared training difficulty and the H200-class trigger.
  • RESOURCES.md — data + compute priced by scenario (doubles as use-of-funds); defines experiment E7.

3 · Product

  • New README section — "Two Products, One Engine": To-C denoised equilibrium price (mid/long-horizon, with compliance-safe wording) + To-B structural risk. The 2008 hindcast stays the headline validation.
  • demo/denoised_price_2026.py + figure — synthetic concept demo shaped on the July 2026 memory unwind (SOX −19%, worst month since 2008): signal fires ~2 weeks before the unwind accelerates; retail capitulates at lows institutions buy. Clearly labeled synthetic throughout.

4 · Growth

  • Live star-history chart (auto-updating, star-history.com).
  • Partnerships & Contact section: four counterparty types, linked one-pager (docs/ONE_PAGER.md).
  • Japanese + Korean condensed READMEs (docs/i18n/), language switcher in both main READMEs.
  • README_CN fully synced; world-model references [41]–[46] added.

Verification

  • python -m pytest tests/ → 50/50 passing
  • python demo/denoised_price_2026.py runs clean on CPU, regenerates the committed figure
  • All new internal links resolve

HongJin HE added 3 commits July 29, 2026 21:49
Synthetic scenario shaped on the July 2026 memory-sector unwind:
institutional crowding builds, LLM-homogenized retail chases, the
divergence-plus-rotation signal fires ~2 weeks before the unwind
accelerates, retail capitulates at lows institutions buy. Clearly
labeled synthetic; real-data version specified as experiment E7.
- docs/JOURNEY.md: from world-model skeptic to this architecture,
  via DayDreamer/GAIA/Genie/Cosmos/JEPA and the factor zoo
- docs/PHASE2_NEURAL_GAME.md: the Neural Network Game Structure —
  every neuron an agent-network, regulation as architecture,
  one-vs-two networks assigned to experiment E8, H200 triggers
- RESOURCES.md: data + compute priced by scenario; defines E7
- docs/ONE_PAGER.md: partner/investor one-pager
- The First-Principles Bet: causality over correlation — model the
  generator of the data, not the residue it leaves behind
- Two Products, One Engine: To-C denoised equilibrium price,
  To-B structural risk; July 2026 memory unwind as case study
- Roadmap reframed as Phase 1 (game-theoretic core) / Phase 2 (NNGS)
- Live star-history chart, Partnerships & Contact section
- World-model references [41]-[46]; README_CN fully synced
- docs/i18n/README_JA.md + README_KO.md condensed translations
@hongjin-he
hongjin-he merged commit 90c4b3b into main Jul 30, 2026
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