BSJ Ventures · Work

What we’ve modeled.

Questions we have been asked, the data each took, the model, and what it showed. Written as method: no client, no figure that identifies one.

  1. 01

    Analysis

    Written up

    Payment patterns on a collectibles platform

    What it showed The accounts to hold before the labels printed.

    How it was done
    The question
    Which accounts to stop before items ship.
    The data it took
    The platform’s shipment and payment exports.
    The model
    Each account’s payment history read against the platform’s own rules. One move the first version missed was added after a hand read: a payment card blocked as suspected fraud, then smaller amounts, then spent to the card’s limit.
    The forward test
    Most accounts the desk put at verify or above were later banned by the platform; almost none of those it read as fine.
    What we learned
    What an account holds can exceed what it deposited without that being a fraud signal; and payment exports need a stable payment id, or merging two of them double-counts.
    Tell us the question →
  2. 02

    Scenario

    Written up

    Carrier spend against billed

    What it showed Where charged and billed diverged, by carrier and by service.

    How it was done
    The question
    Does what the carriers charged match what the customer was billed, shipment by shipment?
    The data it took
    Carrier invoices and the operator’s billing records.
    The model
    Each shipment’s carrier cost matched to its billed postage, with weight and service level; a reconciliation flags unbilled and double-counted lines.
    Tell us the question →
  3. 03

    Scenario

    Written up

    A collection by disposition

    What it showed The order changes the result more than any single item does.

    How it was done
    The question
    What a collection returns under different disposition orders.
    The data it took
    A custody baseline of graded collectibles, each with its storage location.
    The model
    Sell-through, buy-back and hold side by side, every assumption dated.
    Tell us the question →
  4. 04

    Read

    Read

    Platform economics, from the chain

    What it showed 353,332 packs paid in the week; most sold straight back on both (97.7 percent on one, 90.0 percent of card value on the other); 1,613 cards left one vault, in 344 shipments.

    How it was done
    The question
    On a pack platform, how many packs are paid for, how many go straight back to the platform, and how many cards actually leave the vault?
    The data it took
    Two platforms’ public programs, contracts and treasury wallets on chain, for one complete week, 11 to 17 October 2026, as the Brich House Platform Record’s October 2026 edition reads them.
    The model
    Packs paid counted per platform; packs sold straight back as a share of packs paid; cards burned for physical shipment counted as what left the vault. Only wallet-paid packs are valued on chain, so card checkouts are left out of every ratio.
    What the record held
    The other platform’s chain cannot show redemptions, so what left its vault is an upper bound, not a count. Neither platform publishes an independent count of the cards behind its tokens. No wallet is shown or stored.
    The Platform Record →
  5. 05

    Analysis

    Signed

    Who pays when a pull is charged back

    What it showed The network defaults pay the affiliate between two weeks and ninety days after the sale; the cardholder has 120 days, longer where delivery comes later, so the same money can leave twice.

    How it was done
    The question
    When a pull bought by card is disputed, has the affiliate who sent the buyer already been paid?
    The data it took
    The published payout calendars of three affiliate networks, the dispute windows the processors publish for Visa and Mastercard, and the two networks’ monitoring programs, each read on a dated public page.
    The model
    Two clocks side by side: the days from a sale to the affiliate’s payout, and the days from a sale to the last day the cardholder can dispute it. Then the monitoring levels a platform’s monthly disputes are counted against.
    What the record held
    Every calendar, window and level is the publisher’s own, linked with the date it was read. The note names no platform and no merchant, and reads the rules as mechanics.
    Read the note →
  6. 06

    Read

    Read

    What’s inside, devices read from FCC records

    What it showed 6 covered, 8 clean as far as shown, 6 unknown; the host maker alone settled five of the six covered reads.

    How it was done
    The question
    Can a device’s public FCC record say who made what is inside it, and does any of it sit on a US list?
    The data it took
    Twenty devices’ public FCC records: every application under each FCC ID, the exhibit lists, the labels, the internal photos, the test reports and the manuals. Cameras, Wi-Fi access points and drones.
    The model
    The host maker from the grantee code; the modules the record declares; chip markings read from the internal photos in three passes; then the host and every component maker checked against the FCC Covered List, Section 889 and the 1260H list.
    What the record held
    Where the record is silent, the page says so: shields, unlabelled parts and confidential exhibits can hide a component, and an unknown is never written as clean.
    What’s inside →
  7. 07

    Read

    Last run

    Every change to the six US lists

    What it showed The newest change, 13 October 2026: the FCC rule on logic-bearing components from Covered List producers took effect, with marketplaces to show the FCC ID from 2027.

    How it was done
    The question
    What changed on the US ban and sanctions lists, on what date, and what does it mean for someone who owns, buys or ships the equipment?
    The data it took
    Each publisher’s own files and notices: the FCC Covered List, Section 889, FASCSA orders as SAM.gov shows them, the 1260H list, the Commerce Entity List and the OFAC SDN List. Checked daily.
    The model
    Every change logged with its date, the publisher’s notice and one line on what it means for owners; scheduled changes listed ahead of their dates; a list that cannot be read on the day is marked not verified.
    What the record held
    Individuals on the SDN List are counted, never named. On the last run the FASCSA orders could not be read, and the tracker says so rather than showing an old copy.
    The tracker →
  8. 08

    Analysis

    Revised

    Cargo corridors

    What it showed Losses more than doubled in the second quarter of 2026 while recorded events fell: fewer thefts, bigger ones, and fictitious pickups held flat while other methods fell.

    How it was done
    The question
    On the New Jersey corridor, what is being taken, by what method, and how has the pattern moved quarter by quarter?
    The data it took
    Six quarters of Verisk CargoNet analyses, Q1 2025 to Q2 2026; FBI and IC3 releases; state police and court filings; the trade press of record. 22 dated entries on the watch list.
    The model
    Losses and recorded events read side by side, quarter by quarter, with derived quarters marked as derived; the method, New Jersey and the consumer side read as separate tables; every watch entry dated, sourced and tagged.
    What the record held
    One corridor brief published so far: No. 1, The New Jersey corridor. Findings stay at pattern level: a method, a corridor, a commodity; never a person, never a client’s lane.
    The corridor desk →
  9. 09

    Analysis

    Signed

    A platform report, the method

    What it showed A report is one dated page per platform: what each of the five shows, where the terms are silent, and which questions stay open.

    How it was done
    The question
    Before a platform holds cards or a customer’s money, what does its own public record say, and what does it leave unsaid?
    The data it took
    One platform’s public pages: its affiliate terms, its refund and dispute language, its age and identity check, the processor named in the terms or at checkout, and an independent count of what is in its vault.
    The model
    Each of the five read against the platform’s own pages and dated; read with the chain record where the platform keeps one; every question the record cannot answer written down and held open until it is answered.
    What the record held
    No platform is named here. A question stays on the page as open until the record answers it; an open question is never written as an answer.
    The free report →

More of our work is private to the clients it was done for. Tell us the question: Pre-flight →

Before you send data. It stays inside your engagement: never in anything public, never in another client’s work. What to send, how, and what comes back: How to send your data →

Things and transactions, never people.