Why network binds
The binding constraint is network. Its gap metric is 100 % ◌ derived; the runner-up is capital at 85 % ◌ derived, a margin of 15 % ◌ derived.
Regime R2 ◌ derived: a mild supply-demand imbalance; utilisation pressure is building while the facility remains cash-generative.
Network binds at 100 % ◌ derived. Routing serves 0 tokens ◌ derived and leaves 500 B tokens ◌ derived unmet each month. The site carries 250 Gbps scenario across 2 scenario independent paths; a token that cannot reach its buyer earns nothing.
Sweat the current fleetRefresh each cycle
Counterfactual not runasset-lifecycle analysis refused: analysis.asset_lifecycle.no_supported_generation
Refusals recordedParts of this analysis refused their inputs rather than clamp them. Refusals recorded: 1 (analysis.asset_lifecycle.no_supported_generation). A refusal is a finding; the affected sections are omitted, not approximated.
Whether that is acceptable is a judgment this model does not make.