valuation: add bubble cause analysis to current ledger

Cai

2026-08-09 0af27bb8065d68281593a5efb2fe64ea8e8d7d57

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.mbx/provider/
.mbx/runtime/
.mbx/inbox/
.mbx/local/
ai-*/tmp/
tmp/
node_modules/
build/
.pytest_cache/
.mypy_cache/
*.tmp
*.log
__pycache__/
*.py[cod]