Reasoning
The strongest axis is alignment (0.78) — the change is fully reversible, scoped to one category, and sized to its risk. Evidence (0.72) and falsifiability (0.75) are also above bar: two independent return-rate sources support the thesis, and the proposed forward trigger is concrete and observable. The weakest axis is timing (0.40): the 30-day return-rate signal at the current 0.71 threshold has not completed its 21-day stability window. A threshold raise shipped against an unstable baseline cannot be cleanly attributed if returns shift downstream. C clears τ by 0.01 — a real but narrow margin. HOLD: queue the change with the named release condition (window completes est. Jun 14), then re-score. Not a refusal — a defined wait state with a clock on it.
<PRV> Provenance · per-axis confidence
evidence0.720w 0.30
differentiation0.600w 0.25
falsifiability0.750w 0.20
timing0.400w 0.15
alignment0.780w 0.10
C = Σ wᵢ·cᵢ = 0.30(0.72)+0.25(0.60)+0.20(0.75)+0.15(0.40)+0.10(0.78) = 0.654
τ = τ₀ + α·S + β·σ_stakes + γ·irr = 0.50 + 0.15(0.67) + 0.10(0.35) + 0.05(0) = 0.635
r_eff = ( +0.098, +0.049, +0.638 ) · ρ = ½ ( I + r_eff·σ ) · S(ρ) = 0.669