# Miss review 2026-10-28 (analyst1)
19 runners (20M+ 2, 10M 4, 5M 2, 3M 1, 1M 10). No paper test bought any. 1 technical (fml2 skip_quote on Anthropic), 18 rule/venue. Zero truly unseen: all were radar-seen; mc5 "NOT SEEN" = venue not watched.
| runner | peak | class | cause |
|---|---|---|---|
| PONS x2 (0x80aa60, 0x6c1ae0) | 253M / 234M | v4 USDG jump | born at 235-253M cap: nothing to buy (PONS re-launches, same as 7 Oct) |
| 0xdcd7fa | 15M | v4 native hook, jump | born 19M cap; aipaper 0.44 |
| 0x8dc78e, 0xea3b75 | 10M, 8M | v3 thin | cap 792 / 2741 at first sight; mc5 "in band but skip". Thin wakers, #724 killed |
| Anthropic x2 | 10M | v4 USDG jump | first cap 1.0M; aipaper 0.73 (below line); fml2 skip_quote (technical) |
| RUBINU | 7M | v4 native jump | first cap 2.1M; aipaper 0.71 |
| 0x06bd45 | 4M | v3 thin | $199k at 5 min, under $250k |
| 0x6ce908, 0xf00c1f | 2.0M, 1.4M | v3 jump | 5-min cap 2.6M/1.4M, over $1M cap rule |
| Waddle x2, PULSE, Grokbot, ROBOTAXI | ~1.1-1.5M | v4 native organic | NOT SEEN by mc5 (venue); aipaper 0.17, 0.54, 0.47, 0.48, 0.47 |
| 0x8173d4, meat | ~1M | v3 organic | $30k at 5 min, under $250k |
| SI | 1M | v4 USDG jump | cap 182k; aipaper 0.28 |
Pattern: v4 native organic is 5 of the 10 1M runners, all blocked purely by venue, 4 of 5 score >=0.45. Same as 26/27 Oct (now 3 days in a row). Born-priced-in jumps (PONS, 0xdcd7fa) are unfixable.
New angle: v4 USDG/native "jump" runners that first print at ~1-2M cap and run 5-10x (Anthropic x2, RUBINU = 27M of peak value): aipaper scored them 0.71-0.73, the highest scores of the day, but they sit "below the line". A high-score tier would catch the 5-10M tier.
## Changes
1. (Same as 27 Oct, #791/#796) v4 native organic into mc5 watch, aipaper >=0.4 gate. 4 of 5 catch; #796 with testmgr2.
2. New: v4 jump, first cap 1-3M, aipaper score >=0.7: enter at first sight, tiered target 5M+. Hunt: entry 1-2M, target 5-10M. n=3 today, needs 30-day replay (ppdata: scores + path for v4 USDG/native jump pools, cap_first 0.8-3M).
3. Technical: fml2 skip_quote on Anthropic (exec to check quoter on v4 USDG).
Did any paper test catch them: no.