We determine all equality cases in the Tu--Deng bound $|S_{t,k}|\le 2^{k-1}$. If the $k$-bit cyclic word of $t$ has $R$ ones, $Z$ zeros, and cyclic one-gap lengths $g_1,\ldots,g_Z$, then equality holds if and only if $g_i\ge Z-1$ for every $i$. This resolves Conjecture~3.20 of Flori, Randriambololona, Cohen and Mesnager, and we also enumerate all equality parameters. For $R\ge Z$ we determine the sharp first stability gap and all extremal words, while for $R<Z$ we obtain an exact quantization of the deficit and an explicit run-sensitive lower bound. The proofs are structural: an explicit matrix conjugation identifies the auxiliary enumerators in the two recent complete proofs of the Tu--Deng conjecture. We then develop a rooted coarsening model for all coefficients, prove one-sided deletion rigidity and an exact Macaulay-flux identity, and derive a Macaulay--M\"obius formula from the bounded simplex at the highest cyclic level.
Let $s_2(n)$ be the binary sum-of-digits function and let $c_t$ be the natural density of the integers $n\ge0$ for which $s_2(n+t)\ge s_2(n)$. Earlier work of the author proved the universal exponential bound $$c_t-\frac12\ge 2^{-2s_2(t)-1},$$ thereby resolving Cusick's conjecture for every $t$. This estimate, however, does not reflect the true size of the smallest possible bias at a given large Hamming weight. In this paper, we determine this extremal scale sharply: $$\inf_{s_2(t)=k}\left(c_t-\frac12\right) \sim \frac{1}{2\sqrt\pi} \left(\frac{\log_2 k}{k}\right)^{3/2} \qquad(k\to\infty).$$ Thus the optimal fixed-weight gap is polynomial-logarithmic rather than exponential, with the explicit sharp leading constant $1/(2\sqrt\pi)$. The proof combines the five-cumulant Edgeworth expansion of Spiegelhofer and Wallner with a new extremal rigidity mechanism for near-extremal binary block patterns. We also prove a stability theorem for asymptotic extremizers and give a separate shadow-energy interpretation of the same constant.
