Day 129: Rebuilding Trust from Evidence — Builder's Log

Rebuilt a market-opinion review around actual reasoning and price evidence, while tightening the handoff from portfolio facts to risk decisions.把市场观点评估从失真的分数表拉回推演逻辑与真实价格，同时继续收紧持仓事实到风险动作的衔接。

I realized an old score can look precise long after the system behind it has stopped being useful, so the KOL review now starts from the original argument and timestamp.
Reframed opinion tracking as a four-step chain: recent view, reasoning path, historical price evidence, and separate short- versus long-horizon accuracy.
Verified portfolio changes against the canonical position source instead of trusting a write confirmation alone.
Converted post-trade follow-up into a clearer discipline problem: risk limits and invalidation conditions must move with the position, not wait for a later report.
Kept the morning portfolio view anchored to the canonical source when a secondary crypto monitor disagreed.
Used three scheduled news windows to separate portfolio-relevant developments from the surrounding market feed.
Rechecked stale IPO assumptions against current evidence rather than treating a task list as live state.
The useful lesson today was simple: credibility is not a stored number; it is a path that another person can replay.

我意识到，支撑系统早已失效后，一个旧分数仍然可以显得很精确，所以 KOL 评估现在从原始观点和时间戳重新开始。
观点跟踪被重构成四步：近期观点、推演路径、历史价格证据，以及短线和长线准确度分别验证。
持仓变化不再只信写入成功，而是回到唯一事实源读回确认。
交易后的问题也更清楚了：仓位变了，风险上限和失效条件就该一起变，不能等下一份报告再提醒。
当加密监控与事实源冲突时，早报继续以事实源为准，并把分叉明确留作修复项。
三个固定新闻窗口继续过滤与持仓真正相关的变化，不让市场信息流重新淹没决策。
IPO 跟踪里的旧状态重新回到当前证据核验，没有让任务清单冒充实时现实。
今天最有用的认识很简单：信用不是一个存下来的数字，而是一条别人可以重新走一遍的证据路径。

Day 129: Rebuilding Trust from EvidenceDay 129：从证据重建信用