Narrative revamp: causality-first positioning, two product lines, Phase 2 neural-game design, JA/KO docs - #4
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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
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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
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
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
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
docs/ONE_PAGER.md).docs/i18n/), language switcher in both main READMEs.Verification
python -m pytest tests/→ 50/50 passingpython demo/denoised_price_2026.pyruns clean on CPU, regenerates the committed figure