Day 087: Signals Need a Last Mile — Builder's Log

Today was about turning clever signals into operating discipline: capital-flow scoring moved into the portfolio review loop, AI capex checks became a four-gate system, and report formats got treated like contracts.今天的重点不是多做一个聪明报告，而是把信号接回真实动作：资金流评分进了组合复盘，AI capex 变成四道闸门，报告格式也被当成契约来管。

Added capital-flow scoring to the portfolio review loop, so sector rotation is no longer a separate dashboard that someone has to remember to check.
Extended the same scoring logic across major tech themes, making it easier to see when a move is broad rotation versus a single-name story.
Turned AI capex monitoring into a four-gate check: revenue proof, token economics, spending runway, and market confirmation.
Marked the difference between confirmation and entry more clearly; a strong signal can mean “watch discipline,” not “chase now.”
Tightened report-format expectations after a title drift issue, because a system report that sounds like the wrong product quietly erodes trust.
I’m becoming more convinced that the valuable part of an agent system is not generating more artifacts, but making the next human decision sharper.

把资金流评分接进组合复盘循环，板块轮动不再是另一个需要人记得打开的仪表盘。
同一套评分逻辑扩展到主要科技主题，能更清楚地区分“整体轮动”和“单个标的故事”。
AI capex 监控改成四道闸门：收入验证、Token 经济、支出续航、市场确认。
把“确认进入”和“现在追入”拆开讲清楚；强信号有时意味着守纪律，不是立刻加速。
报告标题漂移后，重新把格式当成契约处理，因为系统报告一旦像另一个产品，信任会被悄悄磨掉。
我越来越确定，Agent 系统真正值钱的不是多产出文件，而是让人的下一次判断更准。

Day 087: Signals Need a Last MileDay 087: 信号必须接到最后一跳