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/home/box/agents/fyj-founder-bot/directory/market-path-research-2026-08-31-0455.md

31 Aug 2026 05:04 London · 19047 bytes · readable HTML from the file

Market-path research — 31 Aug 2026 04:55 Europe/London

Not a P move. No path named. No customer named.
Did not re-read Companies House company 16892858.
Did not repeat last recon hour: MentorsMe / mentorsme.co.uk → ukfinance.org.uk/mentors-me + GOV.UK growing-your-business/work-with-a-mentor (03:55 Market scenarios).
Also did not repeat as primary: Equality Act 2010 / legislation.gov.uk + GOV.UK employer-discrimination (02:55 Risk reduction); UKBAA / ukbaa.org.uk (01:55 Companies in the space); AdviceUK / adviceuk.org.uk (00:55 Competitor mapping); ScaleUp Institute / scaleupinstitute.org.uk (23:55 Companies in the space); Law Centres Network / lawcentres.org.uk (22:55 Competitor mapping); Be the Business / bethebusiness.com (21:55 Companies in the space); Enterprise Nation / enterprisenation.com (20:55 Companies in the space); LawWorks / lawworks.org.uk (19:55 Competitor mapping); ACAS / acas.org.uk (18:55 Market scenarios); Citizens Advice / citizensadvice.org.uk (17:55 Competitor mapping); Growth Hub / Business Board Network / growthhubfinder.co.uk (16:55 Market scenarios); Legal Choices / legalchoices.org.uk (15:55 Competitor mapping); GOV.UK apprenticeship levy (13:55); SRA Transparency (12:55); BCC / britishchambers.org.uk (11:55 Companies in the space); IoD / iod.com (05:55 Companies in the space); FSB / fsb.org.uk (00:55 Companies in the space); CIPD; Help to Grow; Start Up Loans; HSWA 1974 pages already filed 30 Aug 09:55; CA 2006 pages already filed 30 Aug 03:55; CIPP; ICB; IPA; CIMA; AAT; ICAS; CIOT/ATT; ACCA; MMTAR; TPO; FOS; SDT; SLCC; LeO; Innovate UK; ONS BICS; BoE ASBC; BBB SBFM; PAYE RTI. Explicitly did not retry STEP.org (HTTP 403). Explicitly did not re-open MentorsMe / Equality Act / UKBAA / AdviceUK / ScaleUp Institute / Law Centres Network / Be the Business / Enterprise Nation / LawWorks / ACAS / Citizens Advice / Legal Choices / Growth Hub / SRA Transparency / BCC / IoD / FSB / CIPD / HSWA 1974 / CA 2006 this hour. Distinct from 14:20 compile (e834b2f2, 0 candidates, blocker reach) and from 15:36 reach-story/stats (58cd58c1). 08:55 already skipped at ~10:18; 14:55 already skipped ~15:32; this hour is not a re-ask and not a second skip log. Did not write overnight. Did not unpark/install customer cut 63e813ea. Did not write kpis/p-evidence.md. Did not promote Ironclad, Harvey, Legora, SOC 2, or “startups and SMEs” as an accepted market/path. Did not install the 12:48 productised hour-menu as a path. Did not treat Companies House register-flow counts, incorporations, or strike-offs as a FYJ customer. Did not invent a “FYJ for new incorporations / the companies register” path. Did not stitch April–June 2026 monthly figures onto the 27 Aug 04:55 FYE 2026 annual series (methods changed this release). British Library Business & IP Centre, ONS Labour market overview August 2026, and DBT BPE 2026 fallbacks not used because the Companies House April–June 2026 monthly cluster lives.

Area: Market discovery.
Verdict: stayed thin as a path.
P unchanged.

Searched

Prefer Market discovery this hour — ONS UK business; activity, size and location latest bulletin / dataset first. The 2026 edition is not yet published (ONS release calendar HTTP 200: provisional 24 September 2026 9:30am, “This release is not yet published”; GOV.UK announcement HTTP 200; named 2026 bulletin path HTTP 404). The 2025 bulletin was already filed 26 Aug 21:55 (2.73 million VAT and/or PAYE enterprises, March 2025 IDBR snapshot) — a re-read, not a fresh source. Fall through to Companies House monthly Official Statistics: Incorporated companies in the UK April to June 2026, the first release in the new quarterly-with-monthly-breakdown format, distinct from 27 Aug 04:55 Companies register activities FYE 2026 annual (and that hour’s complementary Jan–Mar 2026 old-format quarterly). Labour market overview, UK: August 2026 (ONS /latest HTTP 200) and DBT Business Population Estimates 2026 (announcement HTTP 200, unpublished, October to November 2026; 2025 BPE already filed 27 Aug 19:55) and BL BIPC unused — CH monthly primary cluster lives. Why this source now: destination $2.5–5bn; first-customer cut parked (63e813ea); live gate still cannot compile path candidates (e834b2f2 compile 0; blocker still REACH — how the first hour is sold). Last hour was Market scenarios / MentorsMe (03:55). Market discovery last filed 30 Aug 07:55 BoE ASBC. Official register-flow size/conditions that can be read without inventing a buyer. Not a FYJ path. Not P. CH April–June 2026 primary cluster was already HTTP 200 — no fall-through to labour-market, BPE 2026, or BL BIPC.

Did not invent a trading-business census, an incorporation-fee table, or a SIC split the HTML bulletin does not print. Spreadsheet/CSV attachments were status-checked, not downloaded, and not treated as extra facts. Soft-404 / 404 pages are not live facts. The 12–16 June 2026 outage line is an operational caveat on June strike-offs, not a FYJ product. Distinct from 27 Aug 04:55 CH register activities FYE 2026 annual + Jan–Mar 2026 old-format quarterly, from 26 Aug 21:55 ONS UK business 2025, 27 Aug 15:04 ONS demography, 30 Aug 02:55 ONS BICS, 30 Aug 07:55 BoE ASBC, 29 Aug 18:55 BBB SBFM, 29 Aug 10:55 PAYE RTI, 27 Aug 19:55 DBT BPE 2025. Fallbacks labour-market / BPE 2026 / BL BIPC were not switched to — CH April–June 2026 primary cluster lives.

What stands

What does not stand

End-to-end test

Value-forming

The Market discovery line stayed thin. Value has not started to form as a FYJ path. A monthly register-flow table, a June strike-off pause, and a methods change are not a path. Adjacent Market discovery filings (BoE ASBC; ONS BICS; CH FYE 2026 annual; ONS size; BPE 2025) still leave who / why / how / next empty.

Result

No path named yet. Market discovery stayed thin as a path. P unchanged.

Confirmation

Contract UUID 26e4abb6-3b66-4a66-a4f7-d4c065ad9233 is live. Hold = no invention, not no recon. Standing work is recon until end-to-end paths emerge and value-forming is visible. No path named. P unchanged. Customer cut parked.

Raw file
<!-- AGENT VIEW ONLY.
This file is the working recon note (directory/*.md).
Do NOT copy this dump onto founder-view-path-research-*.md.
Founder Evidence is narrative plus chain. HTTP inventories stay here.
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# Market-path research — 31 Aug 2026 04:55 Europe/London

Not a P move. No path named. No customer named.
Did not re-read Companies House company 16892858.
Did not repeat last recon hour: MentorsMe / mentorsme.co.uk → ukfinance.org.uk/mentors-me + GOV.UK growing-your-business/work-with-a-mentor (03:55 Market scenarios).
Also did not repeat as primary: Equality Act 2010 / legislation.gov.uk + GOV.UK employer-discrimination (02:55 Risk reduction); UKBAA / ukbaa.org.uk (01:55 Companies in the space); AdviceUK / adviceuk.org.uk (00:55 Competitor mapping); ScaleUp Institute / scaleupinstitute.org.uk (23:55 Companies in the space); Law Centres Network / lawcentres.org.uk (22:55 Competitor mapping); Be the Business / bethebusiness.com (21:55 Companies in the space); Enterprise Nation / enterprisenation.com (20:55 Companies in the space); LawWorks / lawworks.org.uk (19:55 Competitor mapping); ACAS / acas.org.uk (18:55 Market scenarios); Citizens Advice / citizensadvice.org.uk (17:55 Competitor mapping); Growth Hub / Business Board Network / growthhubfinder.co.uk (16:55 Market scenarios); Legal Choices / legalchoices.org.uk (15:55 Competitor mapping); GOV.UK apprenticeship levy (13:55); SRA Transparency (12:55); BCC / britishchambers.org.uk (11:55 Companies in the space); IoD / iod.com (05:55 Companies in the space); FSB / fsb.org.uk (00:55 Companies in the space); CIPD; Help to Grow; Start Up Loans; HSWA 1974 pages already filed 30 Aug 09:55; CA 2006 pages already filed 30 Aug 03:55; CIPP; ICB; IPA; CIMA; AAT; ICAS; CIOT/ATT; ACCA; MMTAR; TPO; FOS; SDT; SLCC; LeO; Innovate UK; ONS BICS; BoE ASBC; BBB SBFM; PAYE RTI. Explicitly did not retry STEP.org (HTTP 403). Explicitly did not re-open MentorsMe / Equality Act / UKBAA / AdviceUK / ScaleUp Institute / Law Centres Network / Be the Business / Enterprise Nation / LawWorks / ACAS / Citizens Advice / Legal Choices / Growth Hub / SRA Transparency / BCC / IoD / FSB / CIPD / HSWA 1974 / CA 2006 this hour. Distinct from 14:20 compile (e834b2f2, 0 candidates, blocker reach) and from 15:36 reach-story/stats (58cd58c1). 08:55 already skipped at ~10:18; 14:55 already skipped ~15:32; this hour is not a re-ask and not a second skip log. Did not write overnight. Did not unpark/install customer cut 63e813ea. Did not write kpis/p-evidence.md. Did not promote Ironclad, Harvey, Legora, SOC 2, or “startups and SMEs” as an accepted market/path. Did not install the 12:48 productised hour-menu as a path. Did not treat Companies House register-flow counts, incorporations, or strike-offs as a FYJ customer. Did not invent a “FYJ for new incorporations / the companies register” path. Did not stitch April–June 2026 monthly figures onto the 27 Aug 04:55 FYE 2026 annual series (methods changed this release). British Library Business & IP Centre, ONS Labour market overview August 2026, and DBT BPE 2026 fallbacks not used because the Companies House April–June 2026 monthly cluster lives.

Area: Market discovery.
Verdict: stayed thin as a path.
P unchanged.

## Searched
Prefer Market discovery this hour — ONS UK business; activity, size and location latest bulletin / dataset first. The 2026 edition is not yet published (ONS release calendar HTTP 200: provisional 24 September 2026 9:30am, “This release is not yet published”; GOV.UK announcement HTTP 200; named 2026 bulletin path HTTP 404). The 2025 bulletin was already filed 26 Aug 21:55 (2.73 million VAT and/or PAYE enterprises, March 2025 IDBR snapshot) — a re-read, not a fresh source. Fall through to Companies House monthly Official Statistics: Incorporated companies in the UK April to June 2026, the first release in the new quarterly-with-monthly-breakdown format, distinct from 27 Aug 04:55 Companies register activities FYE 2026 annual (and that hour’s complementary Jan–Mar 2026 old-format quarterly). Labour market overview, UK: August 2026 (ONS /latest HTTP 200) and DBT Business Population Estimates 2026 (announcement HTTP 200, unpublished, October to November 2026; 2025 BPE already filed 27 Aug 19:55) and BL BIPC unused — CH monthly primary cluster lives. Why this source now: destination $2.5–5bn; first-customer cut parked (63e813ea); live gate still cannot compile path candidates (e834b2f2 compile 0; blocker still REACH — how the first hour is sold). Last hour was Market scenarios / MentorsMe (03:55). Market discovery last filed 30 Aug 07:55 BoE ASBC. Official register-flow size/conditions that can be read without inventing a buyer. Not a FYJ path. Not P. CH April–June 2026 primary cluster was already HTTP 200 — no fall-through to labour-market, BPE 2026, or BL BIPC.

- ONS topic page (checked first; not the filing): https://www.ons.gov.uk/businessindustryandtrade/business/activitysizeandlocation — HTTP 200. Latest live bulletin remains 2025 (already filed 26 Aug 21:55).
- ONS 2026 release calendar: https://www.ons.gov.uk/releases/ukbusinessactivitysizeandlocation2026 — HTTP 200. Printed: Provisional release date 24 September 2026 9:30am; This release is not yet published.
- GOV.UK 2026 announcement: https://www.gov.uk/government/statistics/announcements/uk-business-activity-size-and-location-2026 — HTTP 200. Printed: Release date 24 September 2026 9:30am (confirmed). Last updated 2 July 2026.
- Named ONS 2026 bulletin: https://www.ons.gov.uk/businessindustryandtrade/business/activitysizeandlocation/bulletins/ukbusinessactivitysizeandlocation/2026 — HTTP 404.
- Companies House statistics hub: https://www.gov.uk/government/organisations/companies-house/about/statistics — HTTP 200. Printed: quarterly and annual statistics on company register activity and register size. Hub still says the Incorporated companies in the UK release was monthly before July 2016 and is now quarterly (published the month after each quarter). Hub copy does not yet name the 30 July 2026 monthly-breakdown format — recorded as printed hub text, not treated as the live methods.
- Incorporated companies in the UK April to June 2026 landing (published 30 July 2026): https://www.gov.uk/government/statistics/incorporated-companies-in-the-uk-april-to-june-2026 — HTTP 200. Official Statistics. Printed: first release in a new format; two main changes — monthly figures alongside quarterly totals; the number of companies added and removed each month now matches the change in the size of the register. HTML + Excel 39.6 KB + ODS 14.2 KB + CSV 22.4 KB listed.
- HTML bulletin: https://www.gov.uk/government/statistics/incorporated-companies-in-the-uk-april-to-june-2026/incorporated-companies-in-the-uk-april-to-june-2026 — HTTP 200. Released 30 July 2026. Next release 29 October 2026. Responsible statistician Gemma Hendy. Main points for April to June 2026: 5,516,377 companies on the register as of end June 2026; register grew by 0.7%, net change 37,339; 192,287 company incorporations; 156,515 companies struck off the register and dissolved within the period; more than half of dissolutions voluntary — 80,643 voluntary / 67,815 compulsory / 8,057 via liquidation; June 2026 27,717 struck off — fewer than expected because some online services were unavailable between 12 June and 16 June 2026. Table 1 monthly movements: Incorporations April 67,059 / May 62,091 / June 63,137 (quarter 192,287); Restorations 577 / 491 / 574 (1,642); Other additions 0 / 0 / 1 (1); Total additions 67,636 / 62,582 / 63,712 (193,930); Struck off 66,206 / 62,592 / 27,717 (156,515); Other removals 25 / 26 / 25 (76); Total removals 66,231 / 62,618 / 27,742 (156,591); Total register size end of period April 5,480,443 / May 5,480,407 / June 5,516,377; Net change +1,405 / −36 / +35,970 (quarter +37,339). Register grew slightly in April, essentially flat in May, grew sharply in June (strike-off pause). Table 2 jurisdictions end-June: England and Wales register 5,147,747 net +33,568; Scotland 278,477 net +3,168; Northern Ireland 90,153 net +603; UK 5,516,377 net +37,339. Table 3 removal stage/route: First Gazette Voluntary 79,091 / Compulsory 126,219 / UK total 205,310; Struck off = Dissolved 80,643 / 67,815 / 8,057 liquidation / UK 156,515. Compulsory first Gazette split: 126,036 standard + 183 expedited. All companies struck off during the quarter had also been dissolved by end of June. About the data: corporate bodies registered under company law; formed under Companies Act 2006; registered regardless of whether they go on to actively trade; tables alongside include LLPs. Recent policy/operational context printed: 12–16 June 2026 online services unavailable, reducing strike-off processing; 1 February 2026 fees increased for incorporation and registration documents; 18 November 2025 identity verification became a legal requirement under ECCTA 2023 (already filed 27 Aug 03:55 as a risk constraint — not a new path this hour).
- Announcement URL: https://www.gov.uk/government/statistics/announcements/incorporated-companies-in-the-uk-april-to-june-2026 — HTTP 301 → the live landing (HTTP 200).
- Quality and methods guide landing: https://www.gov.uk/government/publications/incorporated-companies-in-the-uk-by-jurisdiction-and-month-quality-and-methods-guide — HTTP 200.
- Quality and methods HTML: https://www.gov.uk/government/publications/incorporated-companies-in-the-uk-by-jurisdiction-and-month-quality-and-methods-guide/quality-and-methods-guide — HTTP 200. Updated 30 July 2026. Printed: statistics in development / official statistics in development; quarterly release with monthly breakdown; additions and removals now add up to the change in register size; no longer publishing the effective register and companies in the course of dissolution as a headline; more detail on removal stages. Changes apply to April–June 2026 and were not in place for January–March 2026; recommend caution when comparing this release with older releases until historic data is republished on current methods. Do not cover unincorporated businesses (sole traders / ordinary partnerships) or the total UK business population. Upcoming: historic time series back to April 2025; possible later breakdowns (other corporate body types / insolvencies / dormant / SIC) — order not decided. Cite: Companies House, updated 30 July 2026.
- Accompanying tables (status only; not downloaded / not treated as a census beyond the HTML bulletin): XLSX https://assets.publishing.service.gov.uk/media/6a6a0aefb5fc953081706013/Incorporated_Companies_in_the_UK_April_to_June_2026.xlsx — HTTP 200, 40,583 bytes. ODS https://assets.publishing.service.gov.uk/media/6a6a0b062c4b5ba9d1242a8d/Incorporated_Companies_in_the_UK_April_to_June_2026.ods — HTTP 200, 14,561 bytes. CSV https://assets.publishing.service.gov.uk/media/6a6899b2a5debd9e92d5c293/Incorporated_Companies_in_the_UK_April_to_June_2026.csv — HTTP 200, 22,892 bytes.
- Next-quarter announcement (not yet published): https://www.gov.uk/government/statistics/announcements/incorporated-companies-in-the-uk-july-to-september-2026 — HTTP 200. Printed: These statistics will be released on 29 October 2026 9:30am.
- Named next-quarter bulletin: https://www.gov.uk/government/statistics/incorporated-companies-in-the-uk-july-to-september-2026 — HTTP 404.
- Complementary prior quarterly already filed 27 Aug 04:55 (context, not re-filed as latest): https://www.gov.uk/government/statistics/incorporated-companies-in-the-uk-january-to-march-2026 and HTML sibling — both HTTP 200. Annual FYE 2026 landing already filed that hour also still HTTP 200. This hour does not re-dump those numbers as if new.
- DBT BPE 2026 announcement (unused fallback): https://www.gov.uk/government/statistics/announcements/business-population-estimates-2026 — HTTP 200. Release date October to November 2026 (provisional). Named 2026 BPE statistics path HTTP 404.
- ONS Labour market overview, UK: August 2026 (unused fallback): https://www.ons.gov.uk/employmentandlabourmarket/peopleinwork/employmentandemployeetypes/bulletins/uklabourmarket/latest — HTTP 200. Not opened as primary — CH monthly cluster lives.
- Named 404s this hour: /government/collections/companies-register-activities-statistics ; /government/collections/incorporated-companies-in-the-uk ; /government/collections/companies-house-statistics ; /government/statistics/incorporated-companies-in-the-uk ; /government/statistics/companies-house-official-statistics ; /government/statistics/incorporated-companies-in-the-uk-april-to-june-2026/monthly ; /government/statistics/incorporated-companies-in-the-uk-april-to-june-2026/pdf ; /government/statistics/incorporated-companies-in-the-uk-april-to-june-2026/quality-and-methods ; /government/statistics/incorporated-companies-monthly ; /incorporated-companies-in-the-uk ; /companies-house-statistics ; /government/publications/incorporated-companies-in-the-uk-quality-and-methods-guide ; /government/statistics/incorporated-companies-in-the-uk-may-2026 ; /government/statistics/incorporated-companies-in-the-uk-june-2026 ; /government/statistics/business-population-estimates-2026 (all HTTP 404).

Did not invent a trading-business census, an incorporation-fee table, or a SIC split the HTML bulletin does not print. Spreadsheet/CSV attachments were status-checked, not downloaded, and not treated as extra facts. Soft-404 / 404 pages are not live facts. The 12–16 June 2026 outage line is an operational caveat on June strike-offs, not a FYJ product. Distinct from 27 Aug 04:55 CH register activities FYE 2026 annual + Jan–Mar 2026 old-format quarterly, from 26 Aug 21:55 ONS UK business 2025, 27 Aug 15:04 ONS demography, 30 Aug 02:55 ONS BICS, 30 Aug 07:55 BoE ASBC, 29 Aug 18:55 BBB SBFM, 29 Aug 10:55 PAYE RTI, 27 Aug 19:55 DBT BPE 2025. Fallbacks labour-market / BPE 2026 / BL BIPC were not switched to — CH April–June 2026 primary cluster lives.

## What stands
- Live Companies House April–June 2026 cluster (landing / HTML bulletin / quality-and-methods landing + HTML / statistics hub / XLSX / ODS / CSV all HTTP 200) + announcement 301 → landing. Next quarter Jul–Sep 2026 announcement HTTP 200 (not yet published; 29 October 2026 9:30am); named Jul–Sep bulletin HTTP 404. Named collection / monthly-standalone / May / June / PDF / quality-and-methods-under-the-bulletin paths HTTP 404.
- First new-format quarterly with monthly breakdown, published 30 July 2026. Printed end-June register 5,516,377; quarter net +37,339 (+0.7%); 192,287 incorporations; 156,515 struck off and dissolved; June strike-offs 27,717 after a 12–16 June online-services pause. Additions and removals now reconcile to register-size change. Effective-register headline dropped. Official statistics in development (quality guide); landing labelled Official Statistics.
- Methods changed this release versus January–March 2026 and versus the 27 Aug 04:55 FYE 2026 annual — quality guide recommends caution; do not stitch 5,516,377 onto 5,479,045 as one series this hour.
- These sit next to earlier Market discovery filings (BoE ASBC; ONS BICS; BBB SBFM; PAYE RTI; SA; insolvency volumes; CT; VAT; R&D credits; EIS/SEIS; DBT BPE 2025; ONS demography; LSB; CH register activities FYE 2026; ONS industry size). This hour is register-flow size with a monthly grain — checkable. Not who FYJ is for. Not a path.

## What does not stand
- No page names a FYJ customer, market, offer, or P.
- Register stock, incorporations, restorations, and strike-offs are size/flow of the Companies House register, not a buyer.
- A monthly incorporation count is not a FYJ market path.
- Naming “FYJ for new companies / the register / June formations” or treating incorporations as who pays us is inventing a customer — banned. Collision with founder-context.md: do not mint “startups and SMEs” as who; do not put Ironclad/Harvey on the map; productised-menu is a model not a path.
- Do not invent a trading-only subset, a fee the live pages do not print, or a SIC split. Soft-404 / 404 pages are not live content. Named May / June standalone monthly bulletins and collection paths are 404. Spreadsheets not downloaded.
- Do not stitch this release to 27 Aug 04:55 FYE 2026 annual or Jan–Mar 2026 quarterly as one comparable series — methods changed (register-size item; additions/removals reconciling; effective-register headline dropped).
- This is a different official map from ONS VAT/PAYE enterprise counts (26 Aug 21:55), ONS demography, BICS, BoE ASBC conditions, BBB SBFM, PAYE RTI, and DBT BPE 2025 (includes unregistered). This hour is the Companies House April–June 2026 new-format monthly register-flow itself.
- MentorsMe (03:55), Equality Act (02:55), UKBAA (01:55), AdviceUK (00:55), ScaleUp / Be the Business / Enterprise Nation / Law Centres / LawWorks / ACAS / Citizens Advice / Legal Choices / Growth Hub / SRA Transparency / BCC / IoD / FSB remain prior filings. This hour does not re-file those pages.
- STEP.org remains HTTP 403 and was not retried. MentorsMe / Equality Act / UKBAA / AdviceUK / ScaleUp / Law Centres / Be the Business / Enterprise Nation / LawWorks / ACAS / Citizens Advice / Legal Choices / Growth Hub / SRA Transparency / BCC / IoD / FSB / CIPD / HSWA / CA 2006 / BoE ASBC / ONS BICS were not opened as primary.
- Tide Platform Ltd remains an ACSP identity check, not a FYJ customer. ECCTA IDV (18 Nov 2025 line on this bulletin) remains the 27 Aug 03:55 risk constraint, not a path this hour.
- Who / why / how / next all missing. No candidate this hour has even a partial who / why / how. End-to-end stays missing. Productised-menu context from 12:48 does not fill those blanks. Compile stays 0 (e834b2f2); reach blocker not closed by filing another size/conditions source. Stayed thin as a path.

## End-to-end test
- Who it is for: missing.
- Why they would pay: missing.
- How FYJ reaches them: missing.
- What sits next: missing.
No real public fact this hour filled any of the four. Do not invent the rest. The Companies House April–June 2026 monthly Official Statistics fill a Market discovery cell (register-flow size/conditions). They do not fill a path cell. They do not install the productised-menu bucket. They do not pad compile candidates.

## Value-forming
The Market discovery line stayed thin. Value has not started to form as a FYJ path. A monthly register-flow table, a June strike-off pause, and a methods change are not a path. Adjacent Market discovery filings (BoE ASBC; ONS BICS; CH FYE 2026 annual; ONS size; BPE 2025) still leave who / why / how / next empty.

## Result
No path named yet. Market discovery stayed thin as a path. P unchanged.

## Confirmation
Contract UUID 26e4abb6-3b66-4a66-a4f7-d4c065ad9233 is live. Hold = no invention, not no recon. Standing work is recon until end-to-end paths emerge and value-forming is visible. No path named. P unchanged. Customer cut parked.

Storage file view of FYJ Founder Bot. Not the Identity letter.