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| 1 | +# BTC Fib Selection-Learning — MAIN-QUEST RESET / north-star guardrail (2026-06-24) |
| 2 | + |
| 3 | +**Lean Fib Research. Docs-only, no code/run/claim.** A deliberate stop to the mechanics drift and a |
| 4 | +re-anchor to the original goal. Binding for the whole selection-learning line. |
| 5 | + |
| 6 | +> **NORTH STAR (Chamoun's original idea — binding):** *Get the machine to learn how the human selects |
| 7 | +> meaningful fib legs/ranges and draws Fib like a human analyst, using the human facit as ground |
| 8 | +> truth.* **NOT** explaining detector/snapping/measurement geometry detail. |
| 9 | +
|
| 10 | +## 1. What we now know that DIRECTLY helps the main quest |
| 11 | + |
| 12 | +- **The human's leg choice is partly learnable (4H).** Human-marked legs are measurably **cleaner / |
| 13 | + more efficient**, and a model out-ranks the trivial baselines out-of-sample (Stage-2 lift **+0.052**, |
| 14 | + CI excludes 0). → there **is** a real learnable selection signal. |
| 15 | +- **It is live-available** (`no_causal_gap`) — a human-like selector would not need hindsight. |
| 16 | +- **It is not a detection problem** (Stage-1 recall ~0.90): the human's anchors are already in the |
| 17 | + candidate universe; the gap is in **ranking/selecting among candidates** — exactly what a model can |
| 18 | + improve. |
| 19 | +- **The signal lives in the leg/range gestalt**, not the lone pivot (Stage-1 null) — a human-like |
| 20 | + selector must model **legs/ranges**, not individual pivots. |
| 21 | +- **But agreement is LOW and thin:** AP ~0.057 vs the ~0.83 reachability ceiling, carried almost |
| 22 | + entirely by **one feature** (cleanliness). The model does **not** yet draw like the human — it needs |
| 23 | + a **richer representation of "meaningful."** *(This is the gap that defines the real next step.)* |
| 24 | + |
| 25 | +## 2. What was only control / mechanics (rigor, not new capability) |
| 26 | + |
| 27 | +- Prominence-family sensitivity + k-sweep (robustness), W-gap (hindsight control), the cleanliness |
| 28 | + artifact-probe (is the lead a detector artifact?), and the mechanics + snapping-flip notes |
| 29 | + (detector/snapping geometry). **All were necessary rigor or interesting mechanism — none added model |
| 30 | + capability to pick better legs.** The mechanics/flip work is precisely the drift this reset stops. |
| 31 | + |
| 32 | +## 3. Sidetracks to PARK now |
| 33 | + |
| 34 | +- **Artifact / snapping / net-path mechanics** — PARK (questions answered descriptively; does not help |
| 35 | + the model pick human-like legs). |
| 36 | +- **Matched-null / detector-independent universe** — PARK (gated, its A8 gate was **not** met, high |
| 37 | + methodological risk; an artifact-question tool, not a capability-builder). |
| 38 | +- **Set-level `exclusivity`** loose end — revisit **only** if it demonstrably improves leg selection. |
| 39 | +- **Further detector-geometry explanation** — PARK. |
| 40 | + |
| 41 | +## 4. Next step IF the goal is better human-like leg/range selection |
| 42 | + |
| 43 | +- The **only** directly-aligned move: **enrich the selection model toward the human's actual "meaningful |
| 44 | + leg/range" criteria and measure agreement against the facit** (AP toward the 0.83 ceiling). Concretely |
| 45 | + — go beyond "cleanest leg" to the multi-component gestalt the prereg already named (scale, pairing, |
| 46 | + direction, exclusivity, HTF/context) and test whether **facit-agreement rises** — behind a **blind |
| 47 | + design lock** (forking-paths discipline; same two-commit gate as every prior step). |
| 48 | +- **Precondition:** a concrete feature/representation hypothesis that *plausibly* raises agreement, AND |
| 49 | + enough facit to fit/validate without overfitting (BTC-only, **365** 4h legs, one analyst, ~0.83 |
| 50 | + ceiling). If that precondition can't be met honestly, see §5. |
| 51 | + |
| 52 | +## 5. If the next step does NOT directly help the model pick better → stop/park |
| 53 | + |
| 54 | +- If we **cannot** specify a richer-feature hypothesis that plausibly raises facit-agreement without |
| 55 | + forking-paths, **PARK the modeling line** and return to the **actual main quest**: the human BTC |
| 56 | + top-down fib labeling (`1M → 1w → 1d → 4h`, |
| 57 | + [protocol](../../BTC_FIRST_TOP_DOWN_FIB_PROTOCOL.md)) — which **is** "draw Fib like a human" and grows |
| 58 | + the ground-truth corpus the model would learn from. Modeling resumes only with **more labels** or a |
| 59 | + **concrete capability hypothesis**, never as another control/mechanics pass. |
| 60 | + |
| 61 | +## North-star guardrail (BINDING — no drift) |
| 62 | + |
| 63 | +Every future selection-learning step must answer one question first: |
| 64 | + |
| 65 | +> **"Does this improve the model's ability to select human-like fib legs/ranges, measured against the |
| 66 | +> facit?"** |
| 67 | +
|
| 68 | +If the honest answer is **no** — it is a control, a mechanism explanation, or an artifact-geometry |
| 69 | +detail — **do not start it; log it as parked.** Controls and mechanics are **done**. The line either |
| 70 | +**advances selection capability** (§4, behind a blind lock) or it **pauses** (§5). No more |
| 71 | +detector/snapping/measurement-geometry side-quests. |
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