- What: China digitization-as-protection claim (speculative), Citadel S-curve counterargument added to OpEx feedback loop, Ghost GDP cross-reference added to GDP impact claim per Leo's flag
- Why: Extended research on Citrini-adjacent sources. Bob Chen's Chinese crisis piece is the most novel — inverts standard narrative (digitization failure = AI protection). Citadel provides data-driven S-curve constraint on displacement speed.
- Connections: China claim creates tension with Belief #5 — intermediation friction is both rent-extraction AND shock absorber
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>