What's changed, in order.

Better transition detection on thinly-traded assets.

A small retrain of the Stage-04 transition detector. Thinly-traded symbols (typical daily volume under $50M notional) were generating slightly higher false-positive rates at Stage 04. The fix is a per-symbol confidence prior calibrated to liquidity. No action needed on existing subscriptions.

Changes

• IMPROVEDTransition detector now applies a liquidity-adjusted prior on thin names; false-positive rate down 18% on the affected cohort.
• FIXEDConfidence value occasionally published as null during model reload windows.
• FIXEDWeekly-macro briefing preview in Your Arcane wasn't reflecting updated watchlist until hard refresh.

Alpha now cites the briefing, not just the model.

When Alpha answers a question that's materially covered by a recent briefing, it now surfaces the briefing as a source — with the byline — rather than just citing the model reading. Attribution should flow to the human who wrote the argument, not the engine that confirmed it.

Changes

• IMPROVEDAlpha cites briefings in responses; clicking a citation opens the full briefing in a side panel.
• NEWSlack integration now supports threaded replies; Alpha answers appear as threaded responses rather than top-level messages.
• FIXEDSMS delivery delayed by up to 40 seconds for some carriers (resolved with carrier partner).

The model gets a dealer-gamma prior.

VIDI v8.4 is the first model version to include a dealer-gamma posture estimate as a native factor. Previous versions inferred positioning from price impact and options surface skew; v8.4 reads the options-open-interest distribution directly, which reduces the detection latency on range-bound regimes by roughly 2.4 sessions on the backtest.

The headline impact: better regime classifications when option-driven positioning is the dominant flow. Expect modestly fewer false "Elevated" states during monthly and quarterly options expiration weeks.

What changed in the model

• NEWDealer-gamma factor (dg_z) added to the 47-factor set — now 48.
• IMPROVEDRegime classification stability up ~12% during OPEX weeks (backtest).
• IMPROVEDTransition latency on option-heavy names (SPY, QQQ, NVDA) reduced from 4.8 to 2.4 sessions median.
• DEPRECATEDLegacy skew_residual factor is no longer exposed in API responses. Dashboards continue to render historical values. Migration window: 180 days.

What changed in the product

• NEWFactor panel on Analysis page now shows dealer-gamma as a line series with 30-day context.
• NEWBriefings can now cite factor readings inline — hover on a factor name for a popover definition.

Quiet hours, finally.

A long-requested feature: per-account quiet hours with a High-Risk breakthrough carve-out. Configure once in Your Arcane · Signal preferences; applies across every delivery channel you've connected.

Changes

• NEWQuiet hours — mute non-critical signals during a nightly window. High-Risk transitions always break the window.
• NEWTime-zone-aware scheduling: the window follows your Your Arcane timezone, even if your mail client is elsewhere.
• IMPROVEDWatchlist CSV export now includes confidence, regime, state, and time-of-last-transition.
• FIXEDRare case where the Intelligence page would display stale readings for ~30s after model reload.

Cross-asset stress aggregation.

The regime engine now considers the state of assets you're not watching when scoring the state of assets you are. A sharp move in GLD feeds into the confidence around your SPY reading, even if GLD isn't in your watchlist — because your watchlist isn't the whole market. The behaviour is opt-in for v8.2 subscribers; default-on for new accounts.

Changes

• NEWCross-asset signal aggregation enabled by default for new accounts.
• NEWBriefings now include a "what else is moving" aside when concurrent signals from outside your watchlist are material.
• SECURITYSAML SSO support shipped for Desk and Institutional plans.
• IMPROVEDAPI: /regime/{symbol} response now includes a cross_asset_load field indicating how much of the score is from off-watchlist context.

Regime hierarchy.

Previous versions classified assets into three regimes — Institutional, Growth, Defensive. v8.2 introduces four sub-regimes that are used internally for confidence and exposed only to Institutional accounts who request the granular view. The three-class public API is unchanged.

Alpha is in.

The agentic assistant ships on all Pro+ plans. Alpha answers regime questions in natural language, with citations and confidence. Available in-app, via Slack, and via the API.

The first versioned model.

v8.0 is the first model release where the version number carries real weight: backtests, error bars, and a public commitment to publishing a changelog for every retrain. Previous versions (pre-8.0) are deprecated for all public use.

Arcane opens.

Private beta ends. The product launches publicly with the Intelligence, Signal, Analysis, and Build surfaces. Alpha arrives six months later. The first briefing — Issue no. 1 — is signed by Mira Halvorsen and posts at midday ET on launch day.