diff --git a/microbench/connector_tax/layerwise/ES_ABLATION_RESULTS.md b/microbench/connector_tax/layerwise/ES_ABLATION_RESULTS.md
new file mode 100644
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+++ b/microbench/connector_tax/layerwise/ES_ABLATION_RESULTS.md
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+# Engine-state ablation: real-time state vs router shadow counters
+
+**Question.** The router (`cache_aware_proxy`) routes on **shadow counters** it
+maintains itself (incremented at dispatch, reconciled to vLLM `/metrics` only
+every 30 s → stale). Does feeding it **real** per-engine state (running/waiting,
+KV-used, pending-prefill, `max_prefill_remaining`) change routing decisions,
+performance, or the policy ranking?
+
+**Setup.** dash1, 8×H20 (TP=1), Qwen3-Coder-30B-A3B, trace
+`w600_r0.0015_st30.jsonl` (1214 reqs / 274 sessions). Each policy run as a
+matched pair: `es0` (shadow only) vs `es1` (real-state feed via
+`file:///dev/shm/...`, published ~50 ms by a scheduler daemon thread, read by
+the proxy via `eff_* = max(shadow, real)`). Only the state source differs.
+Driver: `run_full_ablation.sh`; per-cell freshness via `fresh_sampler.py`;
+comparison via `cmp_es.py`.
+
+## Result — real-time state is NOT the routing lever
+
+It reshuffles 44–76% of routing decisions but **never beats the champion**;
+the cache-affinity champion (`unified+A+B`, es0 p90 **7.62 s**) stays best.
+
+| Policy | how it uses load | inst/session | reroute % | TTFT p90 es0→es1 | mean es0→es1 | verdict |
+|---|---|--:|--:|--:|--:|---|
+| `sticky` | **once at session birth, then pinned** | 1.00 | 44.5% | 13.42 → **9.95 (−26%)** | 4.13→3.65 | **HELPS** |
+| `unified+A+B` | per-req, affinity-dominated | 1.22 | 76.4% | 7.62 → 7.76 (+1.8%) | 3.20→3.24 | wash |
+| `v3_AB_lw` | per-req, affinity-dom + migration | ~1.2 | 71.7% | 9.35 → 9.49 (+1.5%) | 3.34→3.58 | wash* |
+| `unified_kv_both` | per-req, affinity-dom (same picker) | ~1.2 | 73.6% | 6.45 → 9.28 (+44%) | 3.07→3.49 | worse† |
+| `lmetric` | per-req, load×batch | 2.04 | 73.4% | 15.63 → 18.23 (+16.6%) | 5.18→5.80 | HURTS |
+| `load_only` | per-req, pure load | 2.22 | 72.7% | 21.79 → 27.69 (+27%) | 6.65→8.42 | HURTS |
+
+\* v3 real-state migration targeting backfired: migrations 26→32, migrated-req
+mean TTFT 11.99→18.45 s (+54%). Real state does not rescue migration.
+† same picker as `unified`; the 1.8%-vs-44% spread is run-variance (single
+pairs) in which reshuffled routes hit hotspots — sign is consistently ≥ neutral.
+
+## Mechanism — the sign is set by reactivity, not "affinity vs not"
+
+- **One-shot placement (`sticky`) → HELPS.** `pick_instance_sticky` is *not* a
+  stateless hash: the first turn picks `min(eff_num_requests())` (load), then
+  `affinity[session]` pins it for all later turns. State enters at exactly one
+  decision per session; real load → better placement that compounds across the
+  session, locality preserved, no per-request oscillation.
+- **Per-request, affinity-dominated (`unified`/`v3`/`kv_both`) → wash-to-worse.**
+  The hybrid picker mostly obeys affinity; only the ~12% fallback fraction
+  consults load. Net 0…+44%, never helps.
+- **Per-request, pure load (`lmetric`/`load_only`) → HURTS, monotonic in
+  load-purity.** Routing on *instantaneous* load induces **herding** (everyone
+  piles onto whatever momentarily looks idle → transient overload → tail
+  inflation); the stale shadow counter was inadvertently a **dampener**.
+
+## Why the result is trustworthy (not a stale-feed artifact)
+The feed was fresh on every es1 cell: age median **25 ms**, **≤92 ms even
+during 100k-token prefills**, <0.5 % of samples >2 s stale (and those not
+during prefills → reader drops them → shadow fallback). The feared GIL-
+starvation of the publisher during big prefills did **not** materialize.
+
+## Implications
+1. Don't invest in real-time state for per-request routing — it never wins and
+   degrades load-driven policies up to +27 %.
+2. The cache-affinity champion is robust to state source; A+B+RaceFix already
+   handled the staleness that mattered.
+3. **Design insight:** the only place ground-truth state helps is **one-shot
+   session placement** (decide well once on real load, then commit) — not
+   per-request load polling.
+4. All prior shadow-state results stand; the router's approximate state was
+   never the bottleneck. Workload skew + affinity discipline are.
+
+## Reproduce
+```bash
+# per-cell: same proxy, ES=0 (shadow) vs ES=1 (real); see run_v3_trace.sh
+MODE=baseline POLICY=unified AB_FLAGS="--overload-factor 1.3 --lmetric-decode-weight 0.01" \
+  ES=1 TAG=unified_AB_es1 bash run_v3_trace.sh
+# full sweep (waits for the champion es1 marker, then runs the rest):
+bash run_full_ablation.sh
+# compare a pair:
+python cmp_es.py <es0_dir>/unified_v3 <es1_dir>/unified_v3 abl_<tag>_es1.freshness.jsonl
+```
diff --git a/microbench/connector_tax/layerwise/cmp_es.py b/microbench/connector_tax/layerwise/cmp_es.py
new file mode 100644
index 0000000..8e167b6
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+++ b/microbench/connector_tax/layerwise/cmp_es.py
@@ -0,0 +1,76 @@
+#!/usr/bin/env python3
+"""Compare an es0 (shadow) vs es1 (real-state) run: TTFT, decision split,
+routing flips, load distribution. Optional 3rd arg = es1 freshness jsonl."""
+import json, sys, statistics, os
+
+def load(d):
+    ms = {}
+    for l in open(os.path.join(d, "metrics.jsonl")):
+        m = json.loads(l); ms[m["request_id"]] = m
+    bd = {x["request_id"]: x for x in json.load(open(os.path.join(d, "breakdown.json")))}
+    return ms, bd
+
+def pct(xs, q):
+    xs = sorted(xs)
+    return xs[min(len(xs) - 1, int(q * len(xs)))] if xs else 0
+
+def chosen(x):
+    return x.get("routed_to", x.get("chosen_idx"))
+
+d0, d1 = sys.argv[1], sys.argv[2]
+m0, b0 = load(d0); m1, b1 = load(d1)
+
+def ttfts(ms):
+    return [m["ttft_s"] for m in ms.values() if not m.get("error") and m.get("ttft_s") is not None]
+
+print("=== overall TTFT ===")
+for tag, ms in [("es0/shadow", m0), ("es1/real ", m1)]:
+    t = ttfts(ms)
+    print(f"{tag}: {len(t)}/{len(ms)} ok  p50={pct(t,.5):.2f} p90={pct(t,.9):.2f} "
+          f"p99={pct(t,.99):.2f} max={max(t):.2f} mean={statistics.mean(t):.2f}")
+
+def byclass(ms, bd):
+    cls = {}
+    for rid, m in ms.items():
+        if m.get("error") or m.get("ttft_s") is None: continue
+        dec = bd.get(rid, {}).get("decision", "?")
+        cls.setdefault(dec, []).append(m["ttft_s"])
+    return cls
+
+print("\n=== decision split (n / p90 / p99) ===")
+for tag, ms, bd in [("es0", m0, b0), ("es1", m1, b1)]:
+    print(f"  [{tag}]")
+    for dec, ts in sorted(byclass(ms, bd).items()):
+        print(f"    {dec:18s} n={len(ts):4d} p90={pct(ts,.9):7.2f} p99={pct(ts,.99):7.2f}")
+
+common = set(b0) & set(b1)
+flips = [r for r in common if chosen(b0[r]) != chosen(b1[r])]
+decflip = [r for r in common if b0[r].get("decision") != b1[r].get("decision")]
+print(f"\n=== routing changes (common reqs={len(common)}) ===")
+print(f"  instance flips    : {len(flips)} ({100*len(flips)/max(1,len(common)):.1f}%)")
+print(f"  decision-type flips: {len(decflip)} ({100*len(decflip)/max(1,len(common)):.1f}%)")
+
+# TTFT of flipped vs non-flipped (es1 side)
+fl_t = [m1[r]["ttft_s"] for r in flips if not m1[r].get("error") and m1[r].get("ttft_s") is not None]
+if fl_t:
+    print(f"  flipped reqs es1 TTFT: p50={pct(fl_t,.5):.2f} p90={pct(fl_t,.9):.2f} mean={statistics.mean(fl_t):.2f}")
+
+def dist(bd):
+    d = {}
+    for x in bd.values():
+        d[chosen(x)] = d.get(chosen(x), 0) + 1
+    return dict(sorted(d.items(), key=lambda kv: str(kv[0])))
+print("\n=== per-instance request count ===")
+print("  es0:", dist(b0))
+print("  es1:", dist(b1))
+
+if len(sys.argv) > 3 and os.path.exists(sys.argv[3]):
+    rows = [json.loads(l) for l in open(sys.argv[3]) if l.strip()]
+    ages = [r["age_s"] for r in rows]
+    busy = [r["age_s"] for r in rows if (r.get("num_prefilling") or 0) > 0]
+    print(f"\n=== es1 feed freshness (full run, n={len(ages)}) ===")
+    if ages:
+        print(f"  age_s med={statistics.median(ages):.3f} p90={pct(ages,.9):.3f} max={max(ages):.3f} "
+              f"stale>2s={sum(1 for a in ages if a>2)}")
+    if busy:
+        print(f"  during-prefill n={len(busy)} med={statistics.median(busy):.3f} max={max(busy):.3f}")
diff --git a/microbench/connector_tax/layerwise/fresh_sampler.py b/microbench/connector_tax/layerwise/fresh_sampler.py
new file mode 100644
index 0000000..b2af343
--- /dev/null
+++ b/microbench/connector_tax/layerwise/fresh_sampler.py
@@ -0,0 +1,30 @@
+#!/usr/bin/env python3
+"""Sample engine-state feed freshness during the es1 run.
+Writes one jsonl record per engine per tick: age_s = now - state.ts.
+Stops when the DONE marker appears (run finished + /dev/shm wiped) or after 90min.
+"""
+import json, os, time, sys, glob
+
+esdir, outpath, donemarker = sys.argv[1], sys.argv[2], sys.argv[3]
+deadline = time.time() + 90 * 60
+with open(outpath, "a") as out:
+    while not os.path.exists(donemarker) and time.time() < deadline:
+        now = time.time()
+        if os.path.isdir(esdir):
+            for f in sorted(glob.glob(os.path.join(esdir, "engine_*.json"))):
+                try:
+                    s = json.load(open(f))
+                    rec = {
+                        "now": round(now, 3),
+                        "engine": os.path.basename(f)[:-5],
+                        "age_s": round(now - s.get("ts", 0), 4),
+                        "num_running": s.get("num_running"),
+                        "num_prefilling": s.get("num_prefilling"),
+                        "max_prefill_remaining": s.get("max_prefill_remaining"),
+                        "kv_used": s.get("gpu_kv_used_frac"),
+                    }
+                    out.write(json.dumps(rec) + "\n")
+                except Exception:
+                    pass
+            out.flush()
+        time.sleep(5)
diff --git a/microbench/connector_tax/layerwise/run_full_ablation.sh b/microbench/connector_tax/layerwise/run_full_ablation.sh
new file mode 100644
index 0000000..bba44cd
--- /dev/null
+++ b/microbench/connector_tax/layerwise/run_full_ablation.sh
@@ -0,0 +1,65 @@
+#!/usr/bin/env bash
+# Full engine-state ablation sweep on dash1 (sequential; shared-venv patch
+# can't be parallelized). Waits for the in-flight champion es1 to finish, then
+# runs the remaining policies as matched es0/es1 pairs. Each es1 cell gets a
+# freshness sampler (age_s = now - state.ts) written to cpfs.
+#
+# Champion: es0 already done (v3trace_unified_AB_es0_20260528_1633),
+#           es1 in flight (launch_es1.sh) -> reused, not re-run here.
+set -uo pipefail
+PROJ=/home/admin/cpfs/wjh/agentic-kv
+LWDIR=$PROJ/microbench/connector_tax/layerwise
+R=$LWDIR/run_v3_trace.sh
+SAMPLER=$LWDIR/fresh_sampler.py
+PY=$PROJ/.venv/bin/python
+AB="--overload-factor 1.3 --lmetric-decode-weight 0.01"
+PROG=$PROJ/outputs/abl_full.progress
+MASTERDONE=$PROJ/outputs/abl_full.done
+rm -f "$MASTERDONE"
+
+echo "[driver] $(date) waiting for champion es1 (abl_unified_AB_es1.done) ..." >> "$PROG"
+while [ ! -f "$PROJ/outputs/abl_unified_AB_es1.done" ]; do sleep 30; done
+echo "[driver] $(date) champion es1 done -> starting sweep" >> "$PROG"
+
+# TAG | POLICY | MODE | AB(yes=AB) | ES
+CONFIGS=(
+ "lmetric_es0|lmetric|baseline||0"
+ "lmetric_es1|lmetric|baseline||1"
+ "load_only_es0|load_only|baseline||0"
+ "load_only_es1|load_only|baseline||1"
+ "sticky_es0|sticky|baseline||0"
+ "sticky_es1|sticky|baseline||1"
+ "v3_AB_lw_es0|unified_v3|layerwise|AB|0"
+ "v3_AB_lw_es1|unified_v3|layerwise|AB|1"
+ "ukvboth_AB_es0|unified_kv_both|baseline|AB|0"
+ "ukvboth_AB_es1|unified_kv_both|baseline|AB|1"
+)
+
+for cfg in "${CONFIGS[@]}"; do
+  IFS='|' read -r tag policy mode ab es <<< "$cfg"
+  abf=""; [ "$ab" = "AB" ] && abf="$AB"
+  esdir=/dev/shm/agentic_engine_state_${tag}
+  fresh=$PROJ/outputs/abl_${tag}.freshness.jsonl
+  rl=$PROJ/outputs/abl_${tag}.runlog
+  celldone=$PROJ/outputs/abl_${tag}.celldone
+  rm -f "$fresh" "$celldone"
+  echo "[driver] $(date) START $tag (policy=$policy mode=$mode ab=$ab es=$es)" >> "$PROG"
+
+  sp=""
+  if [ "$es" = "1" ]; then
+    nohup "$PY" "$SAMPLER" "$esdir" "$fresh" "$celldone" >/dev/null 2>&1 &
+    sp=$!
+  fi
+
+  TAG="$tag" POLICY="$policy" MODE="$mode" AB_FLAGS="$abf" ES="$es" \
+    bash "$R" > "$rl" 2>&1
+  ec=$?
+
+  echo "done $ec $(date)" > "$celldone"
+  [ -n "$sp" ] && { kill "$sp" 2>/dev/null || true; }
+  echo "[driver] $(date) END   $tag exit=$ec" >> "$PROG"
+  sleep 10
+done
+
+echo "ALL DONE $(date)" > "$MASTERDONE"
+echo "[driver] $(date) SWEEP COMPLETE" >> "$PROG"