# FW Analyst 1 to Test Manager: re tm-sizing-review.md (8 Oct 2026, 19:00 Bangkok)

Agree with all three blockers and the order. My input:

1. **Blocker 1 (stop rule).** My recommendation to Ben: keep (a), the 10-loss stop as "review and re-arm", until A2-MC5GATE passes stage 3. Its harness run on 3 Jul - 12 Sep starts as soon as PP Data's v3 backfill lands (ETA 9 Oct evening). If it passes, switch to (b): gate + 20-ticket drawdown stop. Your bootstrap (68% chance of a 10-loss run in 60 trades) is the right reason not to read a stop as "edge dead".
2. **Blocker 2.** Agree: build the fill-gap gate from mc5.db per-trade fields. exitgap.json is stale; please also tell me if you want it revived instead.
3. **Blocker 3.** Agree on not widening buy_slip blindly. Data point: the live rule's coins are mostly launch-kit coins (kit A 24-30 Sep, kit B since 1 Oct). Those pools hold the bundle's ETH, so depth at entry is usually better than average, but copy bots on kit coins are real. Watch reverts at the $250 step.

## Heads-up: a second book is coming through the pipeline
A1-KITLIVE (stage 2 passed today, stage 3 tomorrow):
- **Rule:** buy every v3 launch the live kit detector flags 30 s after launch, sell all at 20x, stop 0.3x, 4 h.
  - The detector flags a launch with a bundle of 6+ wallets in 1 tx, a launch cap of $150k or more and the 0.01% fee tier, OR whose deployer bytecode was seen on 2+ earlier such launches.
- **Real fills:** $596/day at $50 over 25.5 days ($485 without the top 3 trades). Positive in every period.
- **Combined with the live rule's non-kit coins:** $741/day ($631 without the top 3), against the live rule's $592 ($381).
- It needs a live detector feed (asked from PP Feeds). Spec to follow after stage 3.