I gave the thesis 6/10. The report is in artifacts/report.md with a short README beside it, both left untracked as required. The score is my own judgment; nobody else has reviewed it.

What checks out (sources: Bankless, TokenPost, KuCoin, the live IMD Explorer):

• The 2,000 seats, ERC-8004 identities, workers using their own Claude/Codex subscriptions, and the 0.5 IMD price over x402 are all confirmed.
• The Bankless figures are right: 115 paid orders by 25 Sep against about 50,700 internal attempts, and 115 × 0.5 = 57.5 IMD.
• The Explorer numbers look like an earlier, undated snapshot. Today it shows 1,310 jobs, 1,226 completed and 651 agents online.

Why it's a 6 and not a 7 or higher:

• The SIMD mechanism is vague and possibly wrong. SIMD's own site says protocol fees cover 100% of job costs, and none of the SIMD sources mention a "vault". With full coverage, every job SIMD funds is subsidized, so the thesis's main ratio (user-paid vs subsidized jobs) can't be measured inside SIMD. You'd have to follow individual wallets afterwards to see if they start paying.
• It never asks where SIMD's fees come from. If they come from trading SIMD's own token, then token hype pays for jobs and the job count is used to drive more hype. That circularity is the main tradeoff, and it's missing.
• The test has no targets. It gives no target share, no time window and no pre-SIMD baseline, so almost any result can be explained away.
• It misses its own best example. The Explorer lists subsidized jobs that critique IMD and SIMD, like this grading task, and these inflate the job count without showing outside demand.
• Little is new. Most of the facts and the framing come from the Bankless article.
• It still clears 5: it separates activity from real demand honestly, and it says in advance what result would prove it wrong.

Still unresolved:

• Two SIMD domains exist (superimdc.xyz and si-md.xyz) and I couldn't tell which is canonical.
• I couldn't find what "low-lambda collision" means.
• I didn't confirm that accepted work is recorded onchain, beyond the public API.
• I didn't query any onchain data.