Svelte 5: $derived doesn't update if $state is created and read outside of a reactive context

[ampatspell]

Describe the bug

This is a followup of #10930

5.0.0-next.91 didn't fix issues I'm having with async callbacks that create/update models with $state properties

Reproduction

https://svelte-5-preview.vercel.app/#H4sIAAAAAAAAE6VSTW-jMBD9KyOrUkBCYc_5oOpxL3vqaetKMXhIrIKNPEPaCvHfK2NIUzU9FSRkz7yZ9-Yxg6hNgyQ2T4OwqkWxEQ9dJzLB71240BkbRpEJcr2vQmRHlTcdQ6PscS8FkxRQOcv4xnspWqf7BqUopAXAt855hqpRRPB4MvYIQ4gDaMUK9nBHrBh3AwTqDRD7gBmLJN1KG5HUl4GwxCRdigEI-dG06HpOkhT2xWcGgE-G1nP_qzDMHIf_iKWCf2iOp1Idsk_EuF3OYwZ_0vk2LkJCeZCs0Zsz6uTCc78OqYif0d8Hp0ULTzZcRp-Sv5936WrxNfIl6fYWZH3V_kIZnjwPdQSlR_VCUeU0F8zzSis5vnkOf2uoXNuiZdTges7g0DqNTSSJhhzAo9XoCSrnPVbcvN9UFLA_OT99dnncuCLovbF906o1yDBJuDaBZhfusK6xWryLSq-MCKCvJNqci_l_r4Zvk42rXR4Q0oosLLypDWqxYd_j-Dx-AC6d6h5SAwAA

Logs

No response

System Info

System:
  OS: macOS 14.4.1
  CPU: (8) arm64 Apple M1
  Memory: 105.23 MB / 8.00 GB
  Shell: 5.9 - /bin/zsh
Binaries:
  Node: 18.19.0 - ~/.nvm/versions/node/v18.19.0/bin/node
  Yarn: 1.22.21 - ~/.nvm/versions/node/v18.19.0/bin/yarn
  npm: 10.2.3 - ~/.nvm/versions/node/v18.19.0/bin/npm
  pnpm: 8.15.5 - ~/.nvm/versions/node/v18.19.0/bin/pnpm
  bun: 1.0.15 - ~/.bun/bin/bun
  Watchman: 2023.12.04.00 - /opt/homebrew/bin/watchman
Browsers:
  Chrome: 123.0.6312.105
  Safari: 17.4.1
npmPackages:
  svelte: 5.0.0-next.94 => 5.0.0-next.94

Severity

blocking all usage of svelte