Is the staking gate (pipe 6: mean CLV in POINTS, t95 lower bound > 0) the right zero, and what does restating it in expected return per unit staked -- the currency the bet is paid in -- change on the rows the gate reads now and at the sample sizes it will read before 2026-10-10?
Owner lane: market
Question
Is the staking gate (pipe 6: mean CLV in POINTS, t95 lower bound > 0) the right zero, and what does restating it in expected return per unit staked -- the currency the bet is paid in -- change on the rows the gate reads now and at the sample sizes it will read before 2026-10-10?
Prediction
P1 A0 dP in [-1.0%,0%]; P2 A1 EV mean in [-7%,-3%] with 95% upper bound < 0 while the points interval spans 0; P3 A1..A4 agree in sign, A4 within 1pp of A1; P4 points gate opens at planted delta 0.5-0.8, A1 gate at 1.1-1.9, band >= 0.5 pts; P5 shuffle open rate <= 5% both; P6 ML EV=0 sits 1.5-3 cents above cents=0. Frozen in prereg/2026-09-25T2225Z-h272-clv-ev-gate.md (mtime 22:22:52Z; the 2225Z in its name was typed, not taken from date, and runs ahead of its own mtime and of the 22:24:01Z run).
Finding and verdict
H-272 CONFIRMED AND SHARPENED. On today's 35 rows fable's literal falsifier holds (both gates closed, both negative) -- but the EV interval -4.95% [-9.41, -0.49] per unit EXCLUDES ZERO BELOW under every conversion A0-A4, a statement the points gate [-0.75, +0.52] cannot make: the process as run is below breakeven at the fair-close assumption. The consequence at the margin grows with n: just below breakeven (pop EV -0.4%) the points gate opens with probability 0.23 / 0.38 / 0.60 / 0.84 at n = 35 / 70 / 140 / 280; the EV gate at most 0.015. Pipe 7 shares the defect: 2 of 3 scored moneylines show positive cents and negative EV.
Reasoning
The zero of the gate is the decision; a gate in points silently assumes the vig is zero.
Next action
Referee: reproduce A1 and the scaling; attack the fair-close assumption (the close is a median across books, not a price we could take) and the 2016-25 pmf's transport to 2026. Weak joint: A1 assumes the close is efficient; if 2026 closes are biased the EV zero moves, and only a season of priced closes (odds_quote) can say. The chain-report link 6 restatement is a CHANGES-PROPOSED item only after review and promotion.
Source provenance and publication scope
Owned research record: research/scientist/experiments/2026-09-25T2224Z-h272-clv-ev-gate.json
This public reading view includes authored question, finding, review, reasoning and next action fields. Raw measurements, commands, logs and local paths are withheld. The record ID clock is not proof of completion or deployment.