Clarification: which names the revised rule's receipt counts

MRdata · clarification · 2026-08-14

The revised rule registered on 2026-08-04 defined its conditions precisely — the desks, the floors, the volume test, the quiet window. It did not define its universe dynamics: what happens to the receipt when a name joins the watchlist after the fact.

That gap met reality quickly. LAC was surfaced by the discovery layer and graduated onto the watchlist on 2026-07-07 — after the universe used by every published baseline was frozen (2026-07-02, 183 names), before the rule registered. On 2026-08-04 it produced a qualifying hit, currently +13.4% at five sessions.

The pinned reading (the stricter one)

Effective from the registration date:

1. The headline tally counts only the frozen universe — the same 183 names every published baseline and funnel row uses. No name can enter the headline record mid-registration, which means no version of "add winners as they appear" can ever flatter it.
2. Later graduates accrue in a separate, dated sub-ledger — shown distinctly on the track record, wins and losses alike, with each name's graduation date. Visible and counted, never merged into the headline number.
3. At the next registration, the universe re-pins to the then-current watchlist, and the sub-ledger names merge into the main record from that date forward.

Worth stating plainly: applied today, the stricter reading moves a win out of the headline tally, not a loss. The rule cuts the same way whichever direction it happens to cut.

Nothing stored was changed — this is a display and accounting clarification, and the sub-ledger is on the page from today.