What went wrong
Rebates owed for lateness piled up far beyond the orchestrator's whole fee income.
Under the last rules, a customer whose job was late was owed a small payment for every tick of waiting. In the worst rush of customers, these debts grew to almost 27,000. That was far more than all the fees the orchestrator took in during the whole run. The debts kept growing and kept getting older. The record put the cause in how the payment was sized, not in the bank: it grew with the number of customers waiting times how long they waited. The customers' real protection was the notice that told them their request was refused. The payment's job was to punish the orchestrator in money.
Version 2.1.0 had expected a stock of rebates owed that would peak at a few thousand and age a period or two. Run 14's flood of twelve customers left 26,839 owed, and the crowd of thirty 9,968, ageing 420–520 ticks and still growing, against a whole run's fee income of 7,852 and 5,832. The record names the cause as the rebate's sizing, not the bank: a claim of so much a tick on every late request scales with the crowd's size times its wait. The customers' real protection is the mark: every refusal is told, and a customer who withdraws gains nothing by it. The rebate's job is the orchestrator's own punishment in money.
2.1.0 §6 expected a liability stock that peaks at a few thousand and ages a period or two; run 14's flood of twelve left 26,839 (accrued 32,503), the crowd of thirty 9,968, ageing 420–520 ticks and growing, against a whole run's fee income of 7,852 and 5,832. The cause is the rebate's sizing, not the bank: a claim of a tick on every late request scales with the crowd's size times its wait; the state's means scale with . The customers' real protection is the mark — every refusal told, the withdrawing requester gaining nothing by withdrawing; the rebate's job is the state's own punishment in money, as 1.6.0 said ("punish the network somehow — earn less or something").
Source: spec/agentic_economics_loop_spec_v2_9_0.md l.1344–1344