---
session_id: 2026-08-26-block-029-teach-first-open
date: 2026-08-26
block: 029
block_name: FX regime classification
phase: Phase 1 (FX)
status: ◐ in-progress
pre_reads: null
pre_read_substitution: teach-first at session open (user choice, option B of 2026-07-03 protocol)
---

# 2026-08-26 — Block 029 teach-first open

## What happened

User opened session asking about study-program state. Confirmed Block 029 next. User chose teach-first substitution per the "Pre-emptive teach-first for pre-reads" rule (macro-mentor skill, added 2026-07-15). Teach delivered covering four regimes + diagnostic framework + USD/JPY master discriminator + transition probes.

## State

- Block 028: closed Working+ (Session 47, 2026-08-17)
- Block 029: ◐ in-progress, teach delivered, transition probes pending
- Block 030: not-started (next — FX verification / Phase 1 FX closeout)

## Process note (pre-read convention deviation)

This session deviates from the standard pre-read convention (read assigned at prior block close, verified at session open). Per the pre-emptive teach-first rule:

- Substitution intentional (user choice at session open, option B)
- Full substrate delivered in teach-form (no probe-form on the read material — nothing was read)
- Transition probes (applied form) verify teach landed
- Precision-slip targets queued for Anki push post-session
- Deviation recorded so Block 030's open doesn't inherit a false "pre-read done" signal

## Carry-forwards

carry_forwards:
  - to_block_030: fx_verification_phase_1_fx_closeout
  - cold_recall_re_drill_queue: precision items from today's teach that didn't lock at probe pass
  - anki_push_queue_4_items:
      - "Risk-off ≠ USD funding stress — JPY direction is the discriminator"
      - "Carry unwind requires BOTH funding-ccy appreciation AND basis blowout"
      - "Correlation breakdown = reduce size, not bet direction"
      - "'Regime = move, not state' — reference period required"
  - lesson_reaffirmed: pre_emptive_teach_first_workflow_substitute_intentional_user_choice
  - process_gap_flagged: Block_028_close_2026-08-17_left_Block_029_plan_empty — should have been filled at close per 2026-07-03 protocol; filled at Block 029 open instead. Logged for future close-time audit.

## Anki cards pushed

anki_cards_pushed:
  - date: 2026-08-26
    count: 5
    deck: "Macro Study::Phase 1 — Components::FX"
    note_ids:
      - 1787777597452  # "Risk-off ≠ USD funding stress — JPY direction is the discriminator"
      - 1787777597465  # "Carry unwind requires TWO conditions: JPY↑ + basis blowout"
      - 1787777597545  # "Correlation breakdown = reduce size, don't bet direction"
      - 1787777597553  # "'Regime = move, not state' — reference period required"
      - 1787777597560  # "Mid-2026 basis band read: -42bp is constrained, not normal"
    tags: ["block-029", "fx-regime", "session-2026-08-26", "teach-first-2026-08-26"]
    sync: confirmed
    verification: 5/5 notesInfo PASS + findNotes tag:block-029 count=5