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@@ -430,3 +430,13 @@ column's +0.031 (consistent slight BP-lean on OLMo2, noise-band edge, on the wat
HW-narrative guard: Muon's Newton-Schulz is matrix-matrix (analog-dead) but the optimizer lives
DIGITAL-side per standing doctrine — GPU-pretraining Muon does NOT conflict with the factored-Adam
analog training story. Filling to 3v3 (BP+Muon s2/s3, EP+Muon s3) for the seal.
+
+### WATCH (2026-07-10 14:0x): late-epoch cos erosion = intrinsic late-training SNR decline. Decision: let it run.
+cos 0.9894@17k -> 0.9840@22k (-0.0011/1k), ZERO skips, gn calm, val still improving (1.6353). sigma
+plateaued (~32) and beta at floor => ratio stable => NOT the sigma-growth wall-1. Mechanism: true
+gradient magnitude shrinks as CE approaches optimum while the estimator noise floor stays constant ->
+SNR falls with the signal. Extrapolates to cos~0.94 by 58.8k. DECISION: no mid-flight surgery (resume
+reintroduces Adam/data confounds; cosine-LR shrinks late steps anyway). The BP epoch twins ARE the
+measurement: EP final within ~0.03 of BP -> erosion harmless; 0.1 behind -> quantified problem with a
+ready dial (late beta_floor schedule, e.g. 5e-4 past 20k). Pre-validation probe queued: when the farm
+frees, run ckpt-25000 + floor 5e-4 x 2k steps. Watcher re-armed at cos<0.96.