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Week 4 — Peak and risk guards

02 May 2026AmsterdamJordi Lluis

Two things share this date. I am not gluing them into one story.

2 May 2026, two recorded events
Liquid peak$210.215219 observed stablecoins at 18:41:54 UTC. About $0.01 of that sat outside trading collateral.
$221.40Reconstructed equity from an assumed $18 start plus gross resolutions. Not a liquid balance.
Internal scriptsPaper-state guards removed. The simulator became a no-op.
Order of eventsThe files do not say whether the edits came before or after the peak print.

A UC change from this period also tried maker bids under the ask, and in a 28 April maker/taker experiment, a second taker leg. That is more exposure, not proof of profitable fills.

The peak is cash. The guard removal is code. Same calendar day is not a cause.

Evidence map · Case study

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