Stage 2 — the bundle a host carries
novox/hq ADR 0038: one behaviour, two sources of declaration. This is the source that does not need a mesh — the first node's path. The bundle is embedded in the binary rather than shipped beside it, because "copy it onto a machine and run it is the whole installation" stops being true the moment a second file has to arrive with it. `make host BUNDLE=...` builds a host carrying one; `mesh-host reconcile` applies it; `mesh-host bundle` shows it. A default build carries nothing and REFUSES to reconcile, saying why. A host that applied nothing and reported success would look exactly like one that raised a first node, and the difference would surface later as a mesh that never came up with nothing to point at. Proved on a sealed machine: no route out, no name resolution, one binary copied on, and it configured itself from what it carried. Idempotent on the second run. One bug found by running rather than reasoning, and it is a shape worth naming: `mesh-host bundle` validated the carried bundle through a path that strips comments, while `reconcile` handed the raw bytes to the parser. So the command whose whole job is to check the bundle said yes, and the command that uses it said no. Two paths to one artefact, disagreeing. There is one path now, and a test asserts that what validates is what is applied. What this does NOT prove is stated in the README rather than left implied: the claim under stage 2 is that one host can raise the substrate alone, and the substrate is four container services. There is no container type, because a container needs an image and where images come from is open; what belongs in a substrate is not known, because the closure for a one-node mesh is what research 011 and 012 exist to answer; and the machine used to test this cannot install a container runtime through a sealed network. The mechanism is finished. The claim is not, and shipping a host that claimed a substrate it has never raised would be the fault this whole project is about. 65 tests.
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// substrate.lock — the pinned tier-1 descriptor this host carries.
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//
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// Empty on purpose. What belongs here is the closure for a one-node mesh, and that is not
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// yet known: novox/hq research 012 asks what the minimum actually is, and research 011 is
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// what would compute it rather than assert it.
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//
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// A host built with this placeholder refuses to reconcile and says why, rather than applying
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// nothing and reporting success. Building a real host means building it with a real bundle.
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