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Monday — Governed Quant Research & Trading System

Rust-first, multi-venue system for governed market-data acquisition, immutable replay, quantitative research, strategy governance, and deterministic Paper/Shadow execution. The research plane may acquire governed data, propose and evaluate candidates, learn from failures, and prepare signed deployments. Deterministic Rust runtime code alone owns market connectivity, risk, OMS, reconciliation, cancellation, and execution.

Production Boundary

This repository is locally production-gated for governed research plus signed Paper and Shadow activation. It is not approved for real-money autonomous trading. LiveSmall runtime activation remains fail-closed until real-venue reconciliation, reduce-only exit, order-size, and slippage acceptance tests are complete.

Research Entry Contract

CEX cloud research uses mission campaign-freezemission campaign-finalizemission dispatch submit → the generated mission campaign-execute Job. The Campaign binds immutable inputs, source/image identities, admitted plans, and a finite trial budget. Each round produces a pre-holdout result; the Campaign selects one deterministic winner or records a negative outcome. Settlement and independent artifact readback complete that research attempt. The Campaign workflow coordinates bounded comparisons and recovery through this same entrypoint.

A supervised Campaign does not open the sealed holdout. The separate closed-family final evaluation requires its own grant, independent selection/replay and a single-use holdout claim. Its native worker and ledger/dispatch checks do not establish a real cloud final-evaluation run or runtime cutover. Promotion and signed runtime intake remain separate evidence and authority boundaries.

Legacy CEX Mission/LoopRun commands remain diagnostic implementation surfaces, not alternate production completion paths. Prediction-market research uses prediction execute and its bounded probability-blend LoopRun with an event-disjoint evaluator; it grants no order authority. See the Alpha Harness entrypoints for each lane.

The repository provides durable research coordinators and CLIs. External event routing is a separate responsibility. LLMs never receive order, credential, wallet, risk-increase, resume, or artifact-loading authority.

Capability Truth

Capability State Boundary
Binance closed-candle OHLCV v2 Data Missions governed Content-addressed trace, immutable DuckDB registry, point-in-time and quality checks
Binance W3W Prediction order adapter implemented, activation disabled Official SDK wallet verification, quote/place/cancel, balance, and open-order reconciliation; fill/settlement promotion still requires a dedicated acceptance gate
Tick/LOB and multi-venue streaming connectors runtime-only Connector availability is not a governed research-dataset claim
CEX Campaign factor/model search governed-research Continuous GP and native Ridge/CART/Burn MLP; per-round selection and replay stop pre-holdout, with immutable results and charged trial limits
Legacy Formula search with GP, MCTS, and Bayesian optimization diagnostic / legacy Retained evaluator and Formula promotion contracts do not replace the CEX Campaign entrypoint
Offline Q-learning lab-only Search-policy experiment; blocked from holdout, promotion, allocation, and runtime authority
OpenAI-compatible hypothesis/failure critic lab-only Optional ALPHA_LLM_* calls; outputs remain evidence/proposals
Prediction-market probability-blend LoopRun governed-research BTC/SOL five-minute event lane only; Rust schema, budget, event-disjoint evaluator, and content-addressed ledger; no order authority
Purged walk-forward and sealed evaluation governed Legacy Formula and separate supervised closed-family contracts; search results alone cannot open holdout or authorize runtime
Native Rust contract-model training governed-lab Burn 0.20.1, point-in-time rows, immutable dataset binding, deterministic seed, Burnpack artifact; never self-promotes
ONNX loading runtime-compatibility Read-only compatibility for already governed artifacts; native training uses Burnpack
Signed Formula Paper/Shadow handoff implemented Ed25519 verification, runtime-owned approval evidence, policy binding, durable nonce and audit records
Runtime attribution and follow-up learning implemented Signed deployment/strategy-scoped events; validator-gated lab policy adoption
Live-small runtime activation disabled Human eligibility evidence does not bypass the runtime fail-closed gate
Repository language boundary rust-only No tracked Python source, PyTorch, libtorch, tch, synthetic trainer fallback, or Python CI/deployment path
Prediction-market module integrated-market-family rust_hft/prediction-markets owns event-settlement research and operator tooling; venue connectivity, risk, OMS, and execution use Monday's canonical seams
Real alpha profitability not claimed Requires real point-in-time data, valid evaluation, and venue soak evidence

Architecture

The CEX research path crosses these separate evidence and authority boundaries:

flowchart LR
    D["Governed immutable inputs"] --> C["CEX Campaign freeze / finalize / dispatch"]
    C --> S["Bounded rounds: search / validation / replay"]
    S --> E["Pre-holdout result / settlement / independent readback"]
    E -->|"negative + admitted follow-up"| L["Typed learning plan within root budget"]
    L --> C
    E -->|"closed family + separate final grant"| F["Independent selection / replay / one sealed holdout"]
    F -->|"qualifying evidence"| P["Governance: promotion / signed bundle"]
    P -->|"separate activation contract"| R["Rust runtime verifier"]
    R --> X["Paper / Shadow; LiveSmall disabled"]
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The research plane exposes no order or trade command and has no execution-adapter dependency. Runtime hard limits always clamp proposed limits; unknown account or reconciliation state halts live execution.

Focused Validation

Run from rust_hft/ unless noted:

cargo test --locked -p hft-collector -p alpha-domain -p alpha-store -p alpha-engine -p alpha-harness
cargo test --locked -p hft-research-ml
cargo clippy --locked -p alpha-domain -p alpha-store -p alpha-engine -p alpha-harness --all-targets --no-deps -- -D warnings
cargo clippy --locked -p hft-collector --all-targets --features collector-binance --no-deps -- -D warnings
cargo test --locked -p hft-live --features dl-strategy
cargo test --locked -p hft-live --no-default-features --features formula-strategy,binance --test deployment_envelope
cargo test --locked -p hft-execution-adapter-binance-prediction
cargo test --locked -p hft-runtime --features binance-prediction
cargo test --locked -p hft-live --no-default-features --features formula-strategy,bitget --test deployment_artifacts
cargo audit --no-fetch

From the repository root:

cargo test --manifest-path rust_hft/Cargo.toml -p hft-infra-secrets --test tracked_secrets_contract --locked -- --nocapture
cargo test --manifest-path rust_hft/Cargo.toml -p hft-live --no-default-features --test deployment_artifacts --locked

Ordinary changes should use package-scoped checks. Run a release graph, container build, and Kubernetes dry-run once at a production gate, not after every edit.

Entry Points

DuckDB is the local research control-plane source of truth. Raw and large derived market data belongs in content-addressed trace/Parquet artifacts; ClickHouse is optional analytics storage, not control-plane authority.

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