# Treasury Intelligence — trace one public claim

Satnam Satoshi 0.1.26 · October 1, 2026
A research worksheet. It does not connect to an account, monitor personal positions or recommend a trade.

## A 30-minute evidence task

Choose one public company filing, issuer disclosure or official report. Pick one narrow claim and document what the source actually supports.

- Research question:
- Exact entity / instrument / network identity:
- Claim in my own words:
- Primary source URL and page/section:
- Publication date:
- Effective date or reporting period:
- Retrieval date/time and timezone:
- Units / currency / share basis:
- Classification: source-reported fact / calculation / estimate / interpretation / unresolved:
- Calculation, if any, with all inputs and formula:
- Earlier or conflicting source:
- What is missing / stale / uncertain:
- What this observation does NOT establish:
- Suggested correction or next question:
- Human review status:

## Check before sharing

- [ ] I distinguish retrieval time from the date the figure describes.
- [ ] Missing data is marked unavailable, not zero.
- [ ] Holdings, ownership, custody, AUM, flows and valuation are not silently mixed.
- [ ] Any mNAV calculation defines its numerator, denominator and timing; missing inputs stop the calculation.
- [ ] The source is public and may be cited.
- [ ] No personal wallet balances, credentials or account records appear.

Save your note privately or submit a public-safe source/correction proposal yourself. Publication in Lunch Time Conversations requires editorial review; posting a GitHub issue is not publication acceptance.