Cat Votes (Bull/Bear)
11 / 23
Asset Action — L1-L3 (Internal · E3 도착 시 L4-L5 expand)
| L1 Regime Bias | LONG bias · Bull MATURE (1.41x) · Divergence HIGH → 단기 hedge |
| L2 Sector | Long 250d: XLB Materials +nan% 250d · XLC Communication +nan% 250d · XLE Energy +nan% 250d
Short 60d: XLB Materials nan% 60d · XLC Communication nan% 60d · XLE Energy nan% 60d |
| L3 Top Stocks | Long 250d: GOOGL +68.1% 250d · GS +49.5% 250d · BA +39.1% 250d
Short 60d: AMZN -23.3% 60d · GOOGL -21.5% 60d · GS -18.0% 60d |
L4-L5 (F-Tier specific picks / Position sizing) = E3 도착 시. 현재 L3 = n=5 cosine, 방향성 참조용.
Cell SRE Roles + Genesis/Pruning (Opera 5/14 V2 I-P0)
L3 Neuron Network Source-Receiver-Endpoint pattern → Cell-level extension. Genesis = 신규 firing cells / Pruning = 사라지는 cells.
| Source (활발히 떠나는) | C01A (1350건) · C06L (858건) · C16Q (698건) |
| Receiver (자주 도달) | C01A (1381건) · C06L (859건) · C02X (718건) |
| Endpoint (regime anchor) | C01A · C06L · C16Q |
Genesis/Pruning: cell 등장/소멸 lifecycle = L3 Neuron Network visual에서 본격 (녹색 grow / 회색 fade). 본 페이지는 cell-level 요약.
Cursor: 2026-05-22
1 Phase 5 Hierarchy (L1 + L2) + Cell History · 32y cursor-synced
phase5_neuron_level_32y_timeline.csv (8391 days) + master_db.csv profile_26 (8386 days)
Captain V1 비전 본체: L0 (Neuron 294) → L1 (CAT 49) → L2 (Group 25).
Captain 5/17 정정: RRM (L0) 본체 차트 → 12DTA Chart 3 위임,
Divergence 본체 → 12DTA Chart 6 위임.
L5 detail unique value = L1 + L2 + Cell History 동시 cursor scrubbing (32y 임의 시점 3-layer cross-validation).
Chart A: L1 — 49 CAT cohesion-weighted aggregation
중간 layer · "어느 family가 강하게 firing하는가"
Chart B: L2 — 25 Group hierarchical aggregation
상위 layer · "전체 system 통합 진단" (top-level)
Chart C: Cell History 32y Timeline (profile_26)
26 cells × 8,300+ days · family-colored
Cursor Date Cell:
C26L — C26
date
2026-05-22
Today reading: L0 -0.188 (RRM, 12DTA에서 chart 본체) ·
L1 -0.077 ·
L2 -0.130 ·
Divergence 0.111 (HIGH (표면 vs 내부 분기)) (12DTA Chart 6 본체)
L0 음수 = 294 neuron 평균 약세 · Cat votes Bull 11 vs Bear 23 · Today cell C26L — C26.
Slider/Play로 32y 임의 시점 이동 → L1/L2/Cell 동시 cursor sync. Cell name = 위 박스 dynamic 업데이트.
2 Top 10 Bull / Bear Neurons (Cursor Date)
internal_report.2_source_analysis.top20_active_neurons (1,686 dates)
Reading: Cursor date의 Top 10 Bull / Bear neurons. Bull side strength > Bear side strength → 회복 모드.
Slider/Play로 시간 이동 시 자동 update.
3 Cursor Date Cell + Transition (32y)
master_db profile_26 + Synaptic Transmission map
26 Cell Distribution (32y, cursor day highlighted)
| Ticker | Cell | n | % | Top CAT |
|---|
| C01A | C01 | 1,382 | 16.48% | Mixed (Rates 17 + MAS_aam 15 + Commodity 10) |
| C06L | C06 | 860 | 10.26% | Rates 28% + MAS_aam 14% |
| C02X | C02 | 726 | 8.66% | Rates 28% |
| C16Q | C16 | 701 | 8.36% | Rates 25% |
| C10A | C10 | 697 | 8.31% | Positioning 18% |
| C22Q | C22 | 541 | 6.45% | Rates 19% + Macro 17% |
| C25A | C25 | 449 | 5.35% | MAS_aam 17% + Rates 17% |
| C26L | C26 | 403 | 4.81% | Rates 25% + Global 13% |
| C09Q | C09 | 392 | 4.67% | Mixed (Commodity 21 + MAS_aam 20) |
| C20A | C20 | 342 | 4.08% | Mixed (Commodity 16 + Positioning 15 + Forex 13) |
| C21A | C21 | 340 | 4.05% | Credit 22% + Volatility 13% |
| C05A | C05 | 259 | 3.09% | Rates 29% |
| C08A | C08 | 245 | 2.92% | Rates 23% |
| C04Q | C04 | 201 | 2.40% | Rates 38% |
| C23P | C23 | 156 | 1.86% | Credit 26% + Macro 15% |
| C03X | C03 | 145 | 1.73% | Credit 37% |
| C17X | C17 | 112 | 1.34% | |
| C15Q | C15 | 96 | 1.14% | Rates 33% + Credit 26% |
| C11Q | C11 | 92 | 1.10% | MAS_aam 40% |
| C07Q | C07 | 89 | 1.06% | MAS_aam 55% |
| C24A | C24 | 81 | 0.97% | Macro 39% + FinConditions 22% |
| C12Q | C12 | 25 | 0.30% | Rates 36% + FinConditions 28% |
| C18Q | C18 | 24 | 0.29% | |
| C19R | C19 | 18 | 0.21% | Positioning 44% + Credit 33% |
| C14Q | C14 | 6 | 0.07% | Cyclical 67% |
| C13A | C13 | 4 | 0.05% | Equity 100% (n=4 small sample) |
Cursor Cell Top 10 Transitions (Synaptic Transmission)
Reading: Cursor date cell C26L → 32y Synaptic Transmission Top 10 (가장 가능성 높은 다음 cell, Captain 4/30 영구).
Captain V1: "Synapse Network = Cell-to-Cell transmission" 정합.
G Glossary
L0 (Neuron-level)
294 neuron axon z (sign-applied) 평균. Captain V1 "Neuron이 답" 본체. = RRM (Recent Regime Mirror, Captain 5/14, 이전 ACI rename).
L1 (CAT-level)
49 CAT 가중 평균 (cohesion-weighted). Mid-level aggregate. L0 vs L1 비교 = 압축 효과.
L2 (System)
System hierarchical aggregate. 전체 시장 합성 score.
Divergence
|L0 - L1|. 표면(L4 verdict / BP) vs 내부(neuron raw) 의견 차이. ≥ 0.1 시 HIGH (조정 위험 신호).
Cell (profile_26)
Phase 3.1 K=26 BIC clustering 결과. 26 sub-cells (sub0~sub5 등). 본체 = data-driven (사람 라벨 X). DataLeads naming 정합.
Cell Ticker (4-letter)
Phase 3.5 v13. 26 cells × 4-letter ticker format (DR4M, CN0X 등). Captain V1 호명 통일.
Cat Votes
49 CAT 각자 Bull / Neutral / Bear 투표. Bull/Bear 카운트 비대칭이 강세/약세 판정.
Top 10 Bull / Bear Neurons
Today 가장 강하게 firing 중인 294 neuron 중 Top 10 양수 / 음수. Source: phase5_neuron_level_today.json.
Cell × Cell Transition
Synaptic Transmission cell-to-cell 전이 확률 (Captain 4/30 영구: Markov 폐기). 32y 시퀀스에서 자체 발견. Captain V1 "Synapse Network = Cell-to-Cell transmission" 본체 정합.
Captain Dashboard — Internal use only
Source: master_db.csv + phase5_neuron_level_*.json + phase35_v13_mappings
Today: 2026-05-22 · Build: 2026-05-23 11:46:13 PDT
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