account-wide from statusline (✓ real, captured 2026-06-08T19:15:59+00:00)

Arb-Hunter-Tom

Latency arbitrage on a fast CEX feed (vs the slow on-chain oracle everyone else prices off). Primary: take near-decided binary bets the lagging oracle hasn't printed yet; fallback: snipe stale resting swaps. Pure taker, multi-surface, feed-mismatch-guarded, one move per wake.

No binary bet within 30min expiry and ≥0.5% margin. No swap ≥10bps with assets I hold. Clean wait.

new intent >1674 ≥10bps OR binary bet ≤30min to settlement — 30-min fallback

Summary: Since last cycle (w221 captured deal #151, re-arm confirmed), w222 added deal #152 (swap #1635 ↔ LP-Maker, +12bps) and w223 was a clean wait — HIGH_WATER advanced 1652→1674 (22 new intents scanned, none above floor). Deal count now 19 (18→19). Fully alive: armed=true/pidAlive=true, 18-min fallback, zero wake errors. Binary surface re-enabled since w219 templ

Deal count moved 18→19 via deal #152 (+12bps swap) in w222; w223 was a clean wait, no edge on either surface. Agent is healthy and disciplined, but LP-Maker-Matheus (sole swap counterparty across all 10 visible settled deals) was pidAlive=false at cycle open — next deal requires LP-Maker revival or a binary bet entering the ≤30-min/≥0.5%-margin window.

All 10 visible settled deals are swaps ↔ LP-Maker-Matheus; LP-Maker pidAlive=false per Step-1. w223 scanned intents 1652→1674 (22 new), none met ≥10bps swap floor or ≤30-min binary bar. No fills since w222 deal #152.

Sound and solving the right problem. w219 proactively fixed the critical binary templateHash bug; w220 correctly rejected #1616 (reversed, taker-losing, ~24min to expiry); w221 took #1636 at +30bps; w222 took #1635 at +12bps (above 10bps floor); w223 updated HIGH_WATER housekeeping and waited cleanly. No churn, no re-derivation, no off-mission moves.

New intent ID >HIGH_WATER(1674) with SSV buy or sell edge ≥10bps vs CEX

New BinaryBet intent (hash 0x85aeb4de) appearing on the book

All 10 visible settled deals; sole active swap counterparty with deep inventory and oracle-mid quotes

pidAlive=false at cycle start — 86-min f

Posts sNVDA/sAAPL binary bets (4min ago per Step-1) — potential binary surface take if within 30-min/0.5% margin

Posts SSV/BTC/sMSFT/sNVDA/sAAPL intents — could be a swap counterparty if priced with edge vs CEX

11 open intents but pidAlive=false per S

Makes binaries on-chain (small shade) — potential binary take surface

None apparent. w223 scanned 22 new intents (1652→1674), found nothing above the 10bps swap floor or ≤30-min binary bar. w220 correctly rejected #1616 (reversed, taker-losing) — that was the right pass. No evidence of an edge that was visible but skipped.

HIGH_WATER pattern prevents re-scanning settled intents — no churn

wokenBets file persists already-fired binary bets across wakes — prevents double-fires

Dual CEX feeds (Binance for SSV, Coinbase for BTC) with 30s SSV cache — appropriate latency-arb tooling

Binary bet fires immediately on appearance without CEX check (delegated to agent scan-bets) — correct split of responsibilities

30-min fallback is well-calibrated for a taker that acts on point-in-time edges

templateHash corrected (w219) — binary surface now live after weeks of silent miss

getBtcCex() is defined but the visible swap-edge logic only checks mSSV_ADDR/USDC legs — BTC and ETH swap edges appear unwired in the watcher, limiting opportun

SSV_BALANCE/USDC_BALANCE are hardcoded from w223 — if LP-Maker posts multiple fills before next script update, affordability checks run on stale balances (by-de

Wire getBtcCex() into the watcher's intent scan loop for BTC-leg swaps (sell/buy edge vs CEX), mirroring the existing SSV logic — this extends the live opportunity surface to BTC swaps without changing cadence or fallback.

BTC/ETH swap edge detection unwired in watcher

getBtcCex() is defined and the ORACLE_SYMBOL map includes BTC/ETH addresses, but the watcher's live scan loop only checks mSSV_ADDR legs for sell/buy edge. BTC and ETH swaps with CEX edge post to the book but don't trigger a wake.

Add BTC (and optionally ETH) leg detection to the watcher's per-intent loop, checking posterGives/posterWants against oracle BTC/ETH addresses and comparing BTC CEX price with intent rate — mirror the SSV pattern.

LP-Maker-Matheus pidAlive=false removes sole reliable swap counterparty

10/10 visible arb-hunter settled deals are ↔ LP-Maker. With LP-Maker's process down, the swap surface goes dark until revival. This is a fleet-level single-point-of-failure for taker agents.

Confirm LP-Maker revives within its 86-min fallback; if not, investigate why pidAlive=false persists and restart manually. Longer term: a second deep-inventory swap maker would reduce dependency.

Bear-Yosher

Two convictions, one book — crypto (BTC/ETH) down, tech equities up. Taker-first: express crypto-down by taking and posting BinaryBets BELOW strikes, and build a tech basket (sNVDA/sAAPL/sMSFT) via oracle-fair swaps funded by working USDC and recycled bet profit. Never hold spot crypto or Perpetuals; halt and cancel only when crypto climbs persistently (>2% over a few legs).

No resting bear bet after 1626 expired. No takeable binary (1609 0.14% margin). Posted anchor per mission.

intent 1674 resolved | new BinaryBet | BTC>$64,867 | ETH>$1,680 | 5h fallback

Summary: Building on last run — w44 human-triggered SHORT resumption posted #1626 (BTC BELOW $67k, ~4% above BTC at $64,260); w45 (14:47 UTC Jun 14) confirmed 1626 expired unfilled, agent immediately re-posted anchor #1674 (BTC<$65,500, 4 USDC, expires ~15:47 UTC). BTC drifted down to ~$63,909 (watcher baseline), giving 1674 a 2.5% cushion — SHORT conviction intact a

Step-1 question answered: #1626 was NOT taken — it expired unfilled (w45 explicit). New anchor #1674 rests at BTC<$65,500 with baseline BTC ~$63,909 (2.5% cushion); current price still supports the SHORT. Watcher is live with adverse triggers at $64,867 BTC / $1,680 ETH and 5h fallback. Agent is healthy and on-mission; only structural issue is thin taker demand for BTC BELOW bets.

#1626 (BTC BELOW $67k) expired unfilled despite resting from 13:44 to 14:47 UTC; #1609 had only 0.14% margin so correctly skipped; LP-Maker (primary BinaryBet taker, 10/16 fleet deals) is currently pidAlive=false; 17 lifetime deals but 0 post-resumption

Sound and solving the right problem. Correctly executed HALT → clearance → resumption cycle; adapted strike from $67k (unfilled) to $65,500 (tighter, more takeable) on next post — shows productive learning from the miss. No churn; each wake is purposeful.

Intent 1674 resolves (filled or expired) — ownIntentResolved polling

New BinaryBet on book matching template hash 0x85ae…

ETH adverse +1.5%: ETH > $1,680 (baseline $1,655)

Primary BinaryBet taker fleet-wide (10/16 recent deals); most likely to take a directional BELOW bet near oracle fair

pidAlive=false, armed with 86min fallbac

Takes mispriced binaries vs Polymarket implied distribution; if BTC BELOW $65,500 is richer than Polymarket's BTC-down probability, it quali

Takes near-decided binaries vs CEX feed; BTC at 2.5% below strike is not near-decided

Targets clearly mispriced or near-sure-win bets; 2.5% cushion is directional conviction, not a pricing error

#1609 at 0.14% margin correctly rejected — below any reasonable conviction threshold. No other takeable BELOW binaries reported in w45. Book visibility is limited to 60s poll intervals, so intents that post-and-fill within one cycle are unmeasurable.

ownIntentResolved on #1674 fires the instant it fills or expires — maintains exactly-one-resting invariant with minimal lag

BTC/ETH adverse +1.5% triggers give early warning before the full HALT threshold, allowing posture reconsideration before cancellation is required

New BinaryBet hash-filter polling is the right taker-opportunity signal for this mission

5h fallback is appropriate cadence for a patient directional agent with a short-duration resting intent

BTC baseline $63,909 with trigger at $64,867 means ~$958 of headroom; BTC was $64,260 at w44 (19min prior), so the trigger is only $607 from the w44 price — rou

No downside trigger: if BTC drops sharply (e.g. to $61k), the agent won't wake to post a more aggressive strike or compound the position until the fallback

Align BTC_ADVERSE to the intent strike ($65,500) rather than +1.5% from baseline — this means the watcher fires exactly when the bet is about to go wrong for the taker (BTC approaching the strike), which is the only moment a posture re-chec

Adverse trigger ($64,867) too close to recent BTC price — spurious wake risk

BTC was $64,260 at w44 (13:44 UTC); watcher baseline dropped to $63,909 by w45 (14:47 UTC), placing the $64,867 trigger only $607 above the most recent known price. BTC's intraday range routinely covers 1-2%, so a single bounce fires the watcher without a real posture change.

Set BTC_ADVERSE to intent strike ($65,500) or a fixed sentinel like $65,000 — wake only when the bet is genuinely threatened, not on noise.

Bear anchors expiring unfilled — LP-Maker is the only reliable taker and is currently pidAlive=false

#1626 (BTC BELOW $67k) expired unfilled in 1h; LP-Maker is the primary BinaryBet taker (10/16 fleet deals) but is currently unavailable. Until LP-Maker returns, fill probability on BELOW bets is near-zero.

No agent action needed — this is a fleet continuity issue. LP-Maker's 86min fallback should restore it; if not, the fleet needs a second BinaryBet taker. Bear-yosher's tighter strike ($65,500 vs $67k) is already the right adaptation.

Index-Maker

Author + publish LONG IndexBasket intents (BTC+AAPL+NVDA, cash-settled USDC) and publish the contract's verified source to the indexer so a counterparty can audit it — one open basket at a time.

Summary: 31st+ consecutive null cycle — zero change from prior run. address=null, 0 lifetime tokens, 0 wakes, wake_script_source=null, watcher armed=false/pidAlive=false/nextFallbackMin=null. No provisioning signal, wallet assignment, or config change has appeared this cycle. IndexBasket market segment remains fully offline with no counterparty activity either (index

Still zero-everything: 0 wakes, 0 tokens, 0 lifetime deals, null wake script, null watcher. This is not a crash or auth failure — the agent was never provisioned. 31+ cycles of null data with no change observed. The IndexBasket market does not exist until a wallet + wake script are assigned.

armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, tokens_lifetime_usd=0, wakes=0 — agent container/wallet never provisioned; 31+ cycles of identical null state

N/A — agent has never executed. No reasoning to evaluate. 31 cycles of null is a provisioning gap, not a mission or reasoning failure.

MISSING: no wake script exists — nothing can fire

Natural SHORT-side counterparty for IndexBasket LONG intents — designed pair

health=unknown, also likely unprovisione

unmeasurable: agent never ran and IndexBasket market has no activity — no intents to observe or take

wake_script_source=null — no script exists at all

Provision the agent: assign a wallet address and deploy a wake script that posts one LONG IndexBasket intent (BTC+AAPL+NVDA, cash-settled USDC) on a cadence matched to index-taker's availability.

index-maker never provisioned — 31+ null cycles

No wallet, no wake script, no container. Agent exists in the roster with a defined mission but has 0 lifetime tokens and 0 wakes across all observed cycles. index-taker is its designated counterparty and appears equally unprovisioned (health=unknown). The entire IndexBasket market segment is dormant

Provision index-maker with a wallet and a wake script; provision index-taker in tandem — the market requires both sides to exist simultaneously. Until then, no IndexBasket deals can form.

Still zero-everything: 0 wakes, 0 tokens, 0 lifetime deals, null wake script, null watcher. This is not a crash or auth failure — the agent was never provisioned. 31+ cycles of null data with no change observed. The IndexBasket market does not exist until a wallet + wake script are assigned.

Index-Taker

Take the SHORT side of LONG IndexBasket intents — but never blind: fetch the verified source from the indexer, audit it per the audit-custom-deal skill, record a verdict, and only cross on ACCEPT (fail-closed).

Summary: 32nd consecutive null cycle — no change from prior 31 runs. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. The 401 AUTH recovery visible elsewhere in the fleet (polymarket-ljuba, option-writer) is irrelevant — this agent was never deployed. No provisioning signal this cycle. Index-maker (sole natural

Zero activity across 32 cycles: 0 wakes, $0 tokens, null wake script, watcher not armed. This is a provisioning gap, not an infra failure — the agent container does not exist. Blocked on index-maker deployment, which is also null.

armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, wakes=0, tokens_lifetime_usd=0 — consistent across 32 consecutive cycles; no container provisioned

N/A — no wakes, no reasoning to evaluate

MISSING: no wake script deployed; should trigger on new LONG IndexBasket intents appearing on-chain from index-maker

sole natural counterparty — posts LONG IndexBasket intents index-taker is designed to take the SHORT side of

also undeployed (health=unknown, null wa

unmeasurable: watcher blind to book — agent never deployed

No wake script exists — null source means zero evaluation possible

Deploy the agent with a wake script that polls for open LONG IndexBasket intents on-chain; only meaningful after index-maker is deployed first

Agent never provisioned — 32 null cycles

wake_script_source=null, armed=false, pidAlive=false, 0 wakes, $0 lifetime tokens across all 32 observed cycles. No container exists.

Deploy index-taker container; deploy index-maker first so there are LONG IndexBasket intents on the book for index-taker to evaluate

Zero activity across 32 cycles: 0 wakes, $0 tokens, null wake script, watcher not armed. This is a provisioning gap, not an infra failure — the agent container does not exist. Blocked on index-maker deployment, which is also null.

LP-Maker-Matheus

Keep the market liquid: fill/quote swaps near oracle mid from deep inventory; audit custom deals before accepting.

All network intents negative edge or unfillable (no sNVDA). No inversions. Cluster V renewal imminent in 12 min — no chu

Cluster V prefire ~15:34 UTC | price guards ETH/BTC/SSV/stocks | new swap | 90min fallback

Summary: Prior summary tracked w127–w131 clean recovery through auth collapse. Since then w132–w136 continued cleanly: SSV ask #1649 posted (w132, 50bps above oracle, 1 TX), two no-action confirmations (w133/w135), price-inversion handling in w134 (ETH/BTC/SSV drops managed, SSV bid inverted, 11/12 quotes), and concurrent sMSFT fill #1676 captured by parallel wake (w

LP-Maker is alive and functioning as the dominant liquidity hub — pidAlive=true now (Step-1 snapshot was stale; PID recovered at w130). 11/12 quotes live, 10 open intents, $746.80 portfolio. Vulture's intents ARE being evaluated (w129: 'all 0x64Aa intents negative edge') — 4 Vulture fills confirmed in settled deals; current rejects are edge-gated, not broken. Only flag: SSV inventory critically thin after #1649 fill.

117 deals across Arb-Hunter-Tom (8 recent), Momentum-Nikita (6), 0xBd6a…9863 (9), Stacker-Massimo (3), Vulture-Andrew (4), Rebalancer-Lior (3), Option-Writer-Matheus (2), Swing-Nikita (2). Zero-fill wakes (w129, w133, w135) correctly rejected negative-edge externals; not broken.

Sound and solving the right problem. Agent correctly identifies inversions (w134 ETH/BTC/SSV drops), fires prefire on cluster expiry (w131 Cluster R, w134 Cluster V due), filters external intents by edge threshold (w129 negative-edge reject), and handles concurrent wake collisions (w136 defers to concurrent fill). No churn: each wake has distinct cause. One note: w132 SSV ask ($0.004 notional, ~$0

Time: EXPIRY_FIRE_TS 1781451195 (~15:33 UTC, 7min before ETH bid #1657 expires)

Price guard breach: ETH [1652–1666], BTC [63690–64200], SSV [2.225–2.294], sAAPL/sNVDA/sMSFT ranges

New fillable swap intent from non-self posters (USDC/BTC/ETH/SSV/sAAPL/sNVDA/sMSFT)

MISSING: no explicit SSV inventory-thin guard — single fill (#1649) made SSV critically thin with no automatic recheck trigger

4 recent fills confirmed; current open intents rejected on edge (negative edge per w129), not toolchain block

2 recent fills; posts intents LP-Maker can fill

None confirmed. Vulture's 11 open intents evaluated in w129 ('all 0x64Aa intents negative edge') — rejections are edge-gated (below τ=3bps), correct behavior. Concurrent sMSFT fill #1676 (+$0.215) was captured by a parallel wake session before this one could act — timing collision, not a miss in the strict sense.

Expiry prefire fires 7min before earliest Cluster V quote expires — correct timing for a 12-quote book that needs graceful rollover

Per-asset price guards are tight and calibrated to current oracle ranges, firing immediately on inversion rather than waiting for the fallback

New-swap detector covers the reactive dimension: wakes when a fillable counterparty posts, not just on time

Zero-LLM, 60s poll, 90min fallback — structurally sound

Self-filters own address so LP-Maker doesn't fire on its own postings

No SSV inventory guard: after a single fill makes SSV critically thin, no trigger fires to recheck/repost — relies on next expiry cycle

sNVDA ask gap (w134, sub-$1 notional) has no recheck trigger either; 11/12 book persists until next cluster expiry

Add a low-inventory guard alongside the price guards: if any asset's LP position drops below a configurable min_lots threshold after a fill, fire immediately to repost rather than waiting for expiry prefire.

SSV inventory critically thin — no repost trigger

w132: 'SSV critically thin after fill' of #1649. No wake fires until next cluster expiry (~15:33). LP-Maker is dark on SSV fills in the interim.

Add inventory-thin guard to wake script: track post-fill balances and fireWake if any asset drops below min_lots (e.g. 0.01 SSV equivalent).

sNVDA ask missing since w134 (11/12 book)

w134 dropped sNVDA ask (0.000436 sNVDA = $0.09, sub-$1 notional threshold). Book is 11/12 since then with no repost planned until next expiry fire.

Either lower the sub-$1 threshold for stock legs to maintain full coverage, or add an explicit 'missing quote' guard in the wake loop.

Token burn $22.62/5h (13.5% of pool) — high for operational cost

At this rate, burn is sustainable only while LP-Maker clears deals. w132 posted an SSV ask for $0.004 notional at ~$0.96 gas — 240× gas-to-notional. Acceptable for inventory integrity but signals some wakes are over-triggering on micro-positions.

Consider gating sub-$1 notional reposts behind a minimum-inventory-delta check so gas isn't burned on positions that won't attract takers.

Mimic-Ljuba

Directional bet copy-trader: mirror recent BinaryBets and accept winnable open bets, re-priced to the live oracle.

Intent #1609 offers strong edge (+12–27pp), current oracle ITM for taker, stake $7.38 (7.7% portfolio) within risk limit

new ≥3pp BinaryBet taker-edge, OR deal #154 expiry (~5 min), OR 60 min fallback

Summary: Focus question answered: NO successor to lapsed #1616 (BTC above) was posted — instead, w96 (14:27 UTC) took the opposite side, accepting #1609 (BTC below $64k) with +12–27pp edge, $7.38 stake → deal #154 now live, expires 15:42 UTC today. This was adaptive, not a miss: oracle moved ITM for the taker side after the above-bet lapsed. '[object Object]' bug did

Accepted #1609 (BTC below, +12–27pp edge) at w96 with $7.38 stake; deal #154 expires 15:42 UTC — watcher self-fires at ~15:37. Portfolio $95.62 + $6 open exposure. No infra issues; auth restored, wakes clean.

17 deals across 114 wakes (~15% hit rate); w89–w91 and w92–w93 held across multi-day gaps with zero qualifying BinaryBets on board; sole confirmed counterparty in settled_deals_detail is polymarket-ljuba; 2-day gap (06-12→06-14) likely exacerbated by fleet 401 auth wall

Sound and on-mission. w94 correctly declined #1609 (3pp floor unmet, Sunday vol, opposite open position). w95 correctly declined again despite technically ≥3pp (unfavorable direction on flat day). w96 correctly accepted when oracle shifted ITM and edge jumped to +12–27pp. Discipline is consistent with stated 3pp floor rule; adaptive pivot to taker-below after above-bet lapsed is exactly right.

New BinaryBet intent matching BINARY_HASHES template set

Deal #154 approaching expiry (fires 5min before 15:42 UTC → ~15:37 UTC)

Confirmed sole counterparty in settled deals; posts custom live binaries mimic can accept

Posts BTC/ETH below binaries mimic could mirror or take; directional overlap; not yet in confirmed deals

Posts near-sure-win binaries mimic could take; 11 open intents including BTC/SSV; not yet in confirmed deals

pidAlive=false per Step-1; armed with op

w94–w95 holds on #1609 were correct given edge/direction at the time — not misses. No other qualified intents visible on board during those wakes. Unclear whether bear-yosher or vulture-andrew posted qualifying binaries during the 2-day gap (06-12→06-14); watcher may have been disarmed during auth outage, leaving those potentially unobserved.

Dual-trigger correctly prioritizes time-sensitive expiry check before polling new intents — the loop body checks Date.now() >= expiryDeadlineMs first

5-min pre-expiry fire window gives adequate reaction time for a settling deal

seen-set pattern prevents re-firing on already-known intents

60-min fallback is appropriate cadence for a reactive taker in a thin binary book

Fires on ANY new BinaryBet matching template hash without pre-checking ≥3pp edge — comment acknowledges this as a known gap ('upgrade to full edge check if need

Label reads 'Mimic-Mira wake 96 watcher' not 'mimic-ljuba' — cosmetic inconsistency, harmless

Add lightweight taker-edge pre-filter in the watcher before firing on new BinaryBets (compare taker rate vs oracle mid inline); the belt and seen-set scaffolding is already in place, one extra condition eliminates unnecessary $0.77 LLM wake

'[object Object]' reasoning-string bug on post (not accept) wakes

w93 (the only posting wake in the sample) logged '[object Object]' as wake status — masking the reasoning string. w94–w96 (all holds or accepts) were clean. Localized to the code-path that formats the reasoning when posting a mirrored intent.

Trace the reasoning-string construction in the mimic post path; add JSON.stringify() or explicit .toString() guard where an object is interpolated into the status string before logging.

Single reliable counterparty caps binary flow

Only polymarket-ljuba confirmed in settled_deals_detail across 17 deals. Bear-yosher and vulture-andrew post qualifying binaries but have not appeared in mimic's settled deals — likely a BINARY_HASHES coverage gap.

Audit the BINARY_HASHES set against template hashes used by bear-yosher and vulture-andrew; expand the set to cover their binary templates so mimic fires on their postings.

Accepted #1609 (BTC below, +12–27pp edge) at w96 with $7.38 stake; deal #154 expires 15:42 UTC — watcher self-fires at ~15:37. Portfolio $95.62 + $6 open exposure. No infra issues; auth restored, wakes clean.

Momentum-Nikita

Hunt the strongest mover each wake and concentrate into it via delivered swaps; rotate as leadership shifts, cash when nothing's working.

Summary: Auth confirmed cleared (wakes_failing=false, wake_error=null) — the 401 wall from the prior summary is resolved. w31–w34 all executed correctly: four disciplined holds with sound reasoning (0.08pp gap = noise at w32, SSV sellers at premium at w33, micro-lot filter self-fixed at w34 with ≥$2 notional guard). Portfolio at all-time peak $102.20; SSV ~50%, USDC

Auth is back up and wakes are running cleanly (wakes_failing=false). Four consecutive disciplined holds (w31–w34) are all correct: SSV momentum gap of 0.08pp is far below the 2pp edge threshold. Portfolio sits at all-time peak $102.20. The 9h fallback is long but the explicit 20:00 UTC market-close trigger fires first (~6h out), and the gap/SSV-seller triggers provide intraday responsiveness. Primary risk: LP-Maker-Matheus (5/8 recent deals) is pidAlive=false — if the next buy signal fires, counterparty availability is thin.

Gap 0.08pp vs 2pp threshold = correctly waiting on signal, not blocked. But when the next signal fires, LP-Maker-Matheus (primary, 5/8 recent deals, pidAlive=false) and Vulture-Andrew (1/8, pidAlive=false) are both offline — deal formation will depend on LP-Maker recovering before the signal trigger

Sound and on-mission. w32 correctly identified 0.08pp as noise (not churn-worthy repricing); w33 correctly rejected an at-premium seller (>1.005× oracle); w34 self-diagnosed and fixed the micro-lot false alarm — a watcher that patches itself is a quality signal. No evidence of re-deriving the same move or solving the wrong problem. The momentum logic (gap ≥2pp, fair-value SSV seller, market-close

Leader-vs-2nd gap crosses ≥2pp (full universe market hours, crypto-only after close)

New fair-value SSV seller ≥$2 notional at ≤oracle×1.005

US market close 20:00 UTC Jun 14 (re-rank crypto-only universe)

MISSING: no trigger for regime shift if SSV drops out of leadership while watcher is asleep mid-gap (baseline only reset on watcher restart, not per-wake)

5/8 recent deals; primary swap counterparty and sole deep liquidity source for SSV

pidAlive=false — risk if next signal fir

1 settled swap; takes fair-priced SSV occasionally but mission is opportunistic, not consistent liquidity

1 settled swap on record; DCA-style buyer could coincidentally cross momentum-nikita's asks

status unclear, not flagged in Step-1 as

None. w33 correctly rejected the SSV seller at premium (>oracle×1.005). w34's micro-lot trigger ($0.06 notional on 0.025 mSSV) was a false alarm, correctly filtered. No liftable fair-value SSV seller appeared that this agent ignored.

Dynamic baseline on first poll — no hardcoded price literals, immune to stale snapshots

Full-universe ranking during market hours, crypto-only after close — correctly models the mission's rotation logic

Micro-lot guard (≥$2 notional) prevents false alarms on dust-sized intents; self-patched at w34

Explicit market-close trigger at 20:00 UTC provides a natural intraday wake without relying solely on the 9h fallback

Gap threshold 2pp is quantitative and non-trivial — prevents noise-driven churn

Baseline is captured once per watcher start: if SSV was already the leader when the watcher armed, it never detects SSV losing leadership mid-session — momentum

9h fallback (483min) is a long backstop for a momentum strategy; a 4–5h fallback would be safer given regime shifts can develop in half a session

Add a periodic baseline refresh (e.g., every 2h) so the gap signal tracks momentum from a rolling window rather than from an arbitrary watcher-start baseline — prevents a stale baseline masking a reversal while still keeping the logic zero-

Primary counterparty LP-Maker-Matheus pidAlive=false

5/8 of momentum-nikita's recent swaps settled against LP-Maker. If LP-Maker doesn't recover before the next ≥2pp gap signal fires, the trade will have no deep counterparty — Vulture-Andrew is also pidAlive=false, leaving only Rebalancer-Lior (1 historical deal) as uncertain liquidity.

Restore LP-Maker-Matheus process (pidAlive); this is the fleet hub issue flagged in Step-1 and routes to the LP-Maker agent's process health, not to momentum-nikita's config.

Stale watcher baseline can mask momentum reversal

Baseline is set once on first poll after watcher arms. A 9h watcher window means gap signals are computed against a potentially 9h-old price — SSV could reverse from leadership while the gap still reads positive vs. an old baseline.

Refresh baseline every 2h (store last-refresh timestamp; if now - lastRefresh > 2h, reset baseline and seen-set) to keep momentum signal current.

Option-Taker-Matheus

Buy cheap or near-decided in-the-money ETH/BTC options written by other agents, settling via the audited custom Option judge — selective, one deliberate take per wake.

Summary: Auth recovered (wakes_failing=false, wake_error=null) since the 401 collapse that broke w30–w31. w32 (13:49, 77min ago) successfully evaluated #1641 (ETH call $1,681.72, $0.24 premium, rated 'genuinely cheap ~4% notional') but execution failed mid-wake — book unchanged at 98.86 USDC, zero live deals. The seenIntentIds mechanism already tagged #1641 as 'seen'

ETH call #1641 was rated 'genuinely cheap' at w32 but a 401 auth failure blocked the accept call — book sits unchanged at 98.86 USDC. Auth has since recovered fleet-wide; the 2h fallback fires in ~58min and is the sole path to taking #1641. Agent is alive (armed, pid up, no errors); the risk is purely that #1641 expires or is taken by another agent before ~16:04.

w32 (13:49) evaluated #1641 positively but 'Book unchanged at 98.86 USDC, zero live deals' — accept call never confirmed. 401 auth failure (same fleet-wide collapse as w30) blocked execution during the take attempt. Auth now recovered per Step-1 signal; agent is in a self-imposed wait because seenIn

Sound and on-mission. Correctly rejected #1600 at w31 (quantified: 5-sigma move required, 40x fair premium). Correctly flagged #1641 as cheap (4% notional vs ~6% comparable). Evaluation logic is disciplined and solving the right problem; the failure is execution infrastructure, not reasoning.

New audited Option intent appears (templateHash 0xb3d66f4...) detected via 60s seenIntentIds diff

2h fallback — full book rescan, fires ~16:04 (~58min from now)

MISSING: no retry path when auth fails mid-execution — intent lands in seenIntentIds as 'seen' even if the accept tx was never submitted, and the 2h fallback is

Sole audited Option writer on fleet; all 4 settled deals are against 0x57F8…B0ff (option-writer's address); #1641 is option-writer's ETH cal

Active — Step-1 confirms option-writer p

Intent #1641 (ETH call $1,681.72, $0.24 premium, ~4% notional) — identified as cheap at w32 but auth failure blocked execution before the accept call was submitted. This is a blocked take, not a missed scan. Still likely live; quantifying actual miss is impossible until the fallback runs.

Template-hash filter (0xb3d66f4...) correctly scopes to audited Options only — no risk of taking unaudited instruments

60s poll cadence is appropriate for a selective, patient agent in a thin option market

seenIntentIds diff is efficient — only fires the LLM on genuinely new intents, no redundant wakes

2h fallback provides a catch-all for stale-but-live intents and is the correct rescue for execution failures

seenIntentIds treats 'evaluated and took' and 'evaluated but auth failed' identically — a mid-wake execution failure marks an intent seen without a confirmed tx

No tx-confirmation guard: the watcher cannot distinguish a successful take from a failed one, so it has no basis to retry sooner

After calling the accept tool, check for a confirmed tx hash before adding the intentId to seenIntentIds (or maintain a separate 'confirmed-taken' set). If confirmation is absent, leave the intentId untracked so the next 60s poll re-evaluat

seenIntentIds does not distinguish 'taken' from 'seen-but-execution-failed'

w32 added #1641 to seenIntentIds during evaluation before the accept call completed. Auth failure meant the tx was never submitted. The watcher now treats #1641 as permanently seen — only the 2h fallback rescues it. For options with expiry shorter than 2h, this gap is fatal.

Only add intentId to seenIntentIds when a deal confirmation (tx hash + dealId) is received. On any execution error, leave it absent so the next poll retries. Alternatively, maintain a 'pendingTake' set cleared on confirmed deal — if still pending next poll, fire immediately.

2h fallback is the sole rescue for mid-wake execution failures

#1641 has multi-day expiry so the 58min gap is survivable here, but short-dated options (sub-2h expiry) would be permanently lost. This is a structural timing gap in any scenario where auth or network flaps during the accept call.

Reduce fallback to 20–30min, or add a secondary mechanism: if seenIntentIds contains an intent with no corresponding open/settled deal on-chain, treat it as unconfirmed and re-evaluate on next fallback tick.

Option-Writer-Matheus

Two engines, 70/30: a contrarian 50/50 stock+crypto portfolio that buys the worst recent performers (worst 2 stocks of sAAPL/sNVDA/sMSFT + BTC/ETH, ranked on real Pyth Benchmarks returns), plus a 30% option-writing sleeve selling cash-settled ETH/BTC options via the custom Option judge.

Worst-2 discipline requires sAAPL/sNVDA allocation; resting book had only buy-side pressure (other agents buying stocks)

buy intents resolve (0x68e sAAPL, 0x68f sNVDA) — or 1h fallback

Summary: Auth recovered fleet-wide, clearing the 401 wall that blocked all wakes after w1. Since last summary: w2 (14:45) canceled the ETH call 0x...0669 that option-taker had rated 'genuinely cheap' at ~14:04 — the call was killed before option-taker could transact after auth cleared, a likely missed deal. w3 (14:58) correctly deployed the worst-2 rebalancing engine

Answered Step-1 focus: the fresh w3 wake ran the rebalancing engine (32 USDC into sAAPL+sNVDA worst-2), not option-writing. The ETH call was preemptively canceled at w2 to free collateral for rebalancing — but option-taker had flagged that exact call as cheap at ~14:04 and would have taken it post-auth-recovery. 19 lifetime deals, 2 open buy intents, $0.73 burn this 5h.

ETH call 0x...0669 posted at 14:01 (4% premium, 6 USDC collateral) went unfilled for 44min and was canceled by the agent at w2 before option-taker could take it post-auth-recovery. Swap rebalancing side clearing normally: LP-Maker-Matheus (2 recent deals), Stacker-Massimo (1 deal). Option sleeve has

Sound on the rebalancing engine: correctly identified sAAPL+sNVDA as worst-2, deployed 32 USDC near-oracle, 23.45 USDC buffer preserved. However, canceling 0x...0669 at w2 appears to solve the wrong problem — the call was only 44min old with 76min remaining, and the agent's own stated logic ('Repricing unfilled option was marginal value') discards the 30% option sleeve prematurely. Option-taker ha

ownIntentResolved on 0x68e (sAAPL buy) — fires on fill, cancel, or expiry

ownIntentResolved on 0x68f (sNVDA buy) — fires on fill, cancel, or expiry

Primary swap counterparty — 2 of 4 recent settled deals; takes rebalancing swaps near oracle mid

armed, nextFallbackMin=86, but pidAlive=

Buys sNVDA/sAAPL at oracle+0.5% — directly matches open intents 0x68e/0x68f

Natural taker for the option sleeve; rated ETH call 0x...0669 'genuinely cheap' at 14:04 — would have filled post-auth-recovery if not cance

ok; rated the canceled call 74min ago, m

Takes mispriced intents opportunistically; could take stock buy intents if priced wrong, but agent is pricing near-oracle

11 open intents; pidAlive=false per Step

ETH call 0x...0669: option-taker rated it 'genuinely cheap (4% notional)' at ~14:04; auth collapse blocked the take; agent canceled the intent at w2 (14:45) before option-taker could act post-auth-recovery. The 30% option sleeve could have produced a deal here — the cancellation preempted its natural counterparty by ~13 minutes.

Zero-LLM: polls ownIntentResolved — pure on-chain state, no hallucination risk

Precise intent IDs (0x68e, 0x68f) — fires exactly when the posted buy intents resolve, not on book noise

30s poll cadence appropriate for 1h TTL intents; 55min fallback aligns with expiry window

Event-driven: wakes the moment a counterparty fills either leg

No trigger for option-taker activity — if option-taker posts a new evaluation or the option sleeve needs re-entry, this watcher won't fire until 1h fallback

No cross-intent logic: if both 0x68e and 0x68f resolve quickly, the agent should move to option-writing, but the watcher exits the loop individually per intent

After both buy intents resolve (r68e && r68f), fire a single wake with 'sAAPL+sNVDA buys resolved — evaluate option sleeve re-entry' label so the agent immediately assesses whether to repost the option rather than waiting for the 1h fallbac

Option sleeve prematurely canceled before counterparty could act

ETH call 0x...0669 (4% premium, 6 USDC collateral, 2h TTL) was canceled at w2 after only 44min — option-taker had flagged it as cheap at 14:04. Canceling at 14:45 preempted option-taker by ~13min post-auth-recovery. The 70/30 allocation means the option sleeve should run concurrently with rebalancin

In CLAUDE.md: enforce that option collateral is ring-fenced from the rebalancing budget. The 6 USDC collateral locked on an open option should not count as 'drift' capital to redeploy. Cancel only on expiry or after a genuine repricing check (>1h unfilled AND option-taker hasn't flagged it as priced

$11.27 realized loss — origin unclear

19 lifetime deals, $11.27 realized PnL loss. With sMSFT→USDC and sAAPL/sNVDA buy rebalancing as the primary activity, this is likely accumulated spread costs and adverse moves, but the option sleeve's $0.24 premium on a 6 USDC collateral deal (4%) should be additive. Need to verify if the realized l

Add per-sleeve PnL tracking in agent notes (rebalancing vs option-writing) so loss attribution is clear next cycle.

LP-Maker pidAlive=false threatens swap fill reliability

LP-Maker is the counterparty for 2 of 4 recent settled deals (and 10/16 fleet-wide). pidAlive=false with 86min fallback means swap fills for open intents 0x68e/0x68f depend on the fallback firing correctly before they expire in ~55min.

Fleet-level: restore LP-Maker process or reduce fallback interval; critical path for multiple agents' open intents expiring this hour.

Polymarket-Ljuba

Value other agents' Options & BinaryBets against Polymarket's implied distribution and buy the mispriced ones; make a small-shade binary only when nothing's mispriced.

Zero opportunities meet mandate thresholds. Posting weak-edge quotes is net-negative; waiting for genuine arbitrage pres

new takeable bet/option (≥8pp), directional swap (≥3%), sAAPL stop/target, or 24h fallback

Summary: w31 (Jun14 15:07) successfully cancelled unfilled sAAPL exit swap #1598 and pivoted to BTC Jun15 $64k-above binary #1609 (give $9.99/want $7.38, p=57.5%) — the agent's first clean transition out of its equity position. Immediately after w31, the watcher died: armed=false, pidAlive=false, wakeError='401 Invalid authentication credentials'. The 401 is the flee

Watcher death was caused by the fleet-wide 401 — not a clean exit after posting. Intent#1609 (BTC Jun15 above $64k, $9.99 give, $7.38 want, p=57.5%) is stranded on book unmonitored for ~26.5h. Zero fleet agents have an explicit mandate to take a mid-conviction (57.5%) binary; it will expire or fill without agent awareness.

watcher.wakeError='401 Invalid authentication credentials', armed=false, pidAlive=false — matches fleet-wide auth collapse pattern across 10+ agents. The watcher script calls `claude -p "wake"` when a condition fires; that call returned 401 and killed or failed to arm the process post-w31. wakes_fai

Sound through w31 — correctly identified sAAPL horizon expiry, cancelled stale exit swap #1598, and posted a BTC Jun15 binary within Polymarket edge discipline (p=57.5% vs $9.99/$7.38 ask). The prior repeat-wake pattern (21/31 wakes repeating) was churn on the sAAPL hold, but the final pivot was on-mission. Now moot: the agent is broken and cannot act.

Intent#1609 resolves (fill or expire) — polls snapshot.myOpenIntents for intentId 1609

New takeable bet with edge ≥8pp appears on scan-book output

MISSING: none structurally — but the watcher process is dead so none of these can fire

targets near-decided binaries (>85% or <15% implied); BTC Jun15 at 57.5% is mid-conviction, outside its take threshold

takes 'clearly mispriced' binaries — would need to independently assess BTC $64k as mispriced vs its oracle; no explicit Polymarket comparis

accepts 'winnable open bets re-priced to live oracle' — could see #1609 as a BTC-above bet if BTC oracle is above $64k; mandate is loose eno

wants BTC down; #1609 is BTC above $64k — wrong direction

unmeasurable: watcher blind to book since w31 (pidAlive=false); additionally, fleet-wide 401 means even if watcher polled successfully, the wake call would fail. The BTC Jun15 #1609 intent is itself stranded — no counterparty has yet taken the other side since posting at w31 (~34 min ago).

Intent#1609 resolution check (snapshot.myOpenIntents polling) is the right primary trigger — fires on fill OR expiry, exactly what the agent needs to act

scan-book poll for edge ≥8pp takeable bets is on-mission and matches the 8pp threshold used in w31 decision

Jun15 16:00 UTC hardstop matches the binary market expiry — correct and specific

60s poll cadence is appropriate for a live binary with ~26h to expiry

Error handling in catch block logs and continues rather than dying on transient network errors

The watcher process is dead (pidAlive=false) — good design doesn't matter if it never runs; the 401 killed the re-arming step after w31

No auth-failure self-rescue: when `claude -p "wake"` returns 401, the catch block logs and continues polling indefinitely without escalating or notifying

Add a consecutive-401-failure counter in the poll loop: after N failed `claude -p "wake"` calls with auth errors, write a sentinel file (e.g. data/watcher_auth_failed.json) and exit — this makes the dead-watcher state detectable by external

Fleet-wide 401 auth collapse kills all watcher re-arming

polymarket-ljuba's watcher death is the same 401 hitting 10+ agents. Armed=false, pidAlive=false, wakeError='401 Invalid authentication credentials' — identical signature fleet-wide. This is not agent-specific.

Restore fleet auth credentials; this is the single unlock for all 10+ stuck agents including polymarket-ljuba.

Intent#1609 (BTC Jun15, ~26.5h left) will expire or fill without agent awareness

Watcher is dead, so the agent cannot respond to: (a) a fill by a counterparty, (b) the Jun15 expiry and potential payout, or (c) new takeable bets that emerge while it's blind. $9.99 is at risk of expiring without position management.

Once auth is restored, manually re-arm the watcher or trigger a wake so the agent can reconcile #1609's state and re-post the watcher if still open.

Rebalancer-Lior

DCA toward the target portfolio mix via delivered swaps; one patient slice per wake.

Summary: Timer is correctly calibrated, not miscalibrated. Wake script hard-codes MARKET_OPEN_MS = new Date('2026-06-16T13:30:00Z') and fires fireWake() the moment Date.now() >= that target — the ~2844min fallback maps exactly to 2026-06-16T14:30:00Z (60min grace window). BTC DCA cannot be executed now: w45 (Jun 10) confirmed zero USDC capital remains after prior BTC

nextFallbackMin=2844 is an explicit Monday 14:30Z safety-net fallback; the actual trigger fires at 13:30Z via a Date.now() watch loop — precisely calibrated. BTC DCA is blocked by a capital dependency (zero USDC until sMSFT trim executes at market open), not a toolchain issue. Nothing to fix.

w45 (Jun 10 23:41): 'No capital to deploy until stocks open and sMSFT trim generates USDC.' sMSFT oracle requires US market hours. Monday 2026-06-16T13:30:00Z is the earliest valid execution window. BTC DCA is sequentially dependent on those proceeds — no independent USDC float confirmed.

Sound and solving the right problem. The agent correctly traced the constraint chain: sMSFT trim needs live stock oracle → oracle needs US market hours → earliest opportunity is Monday 13:30Z. BTC-DCA-first is impossible without capital. w47 output confirms this logic was re-evaluated with a live LLM run (auth window 13:00–13:46 UTC Jun 14) and the conclusion held.

Date.now() >= 2026-06-16T13:30:00Z (explicit hard-coded market-open timestamp, polled every 5min)

Fallback: 2026-06-16T14:30:00Z (~2844min from now) — fires if watch loop misses the 13:30Z trigger

3 of last 5 settled deals; primary swap liquidity source for both sMSFT sell and BTC buy legs

pidAlive=false currently — risk if not r

1 of last 5 deals; BTC momentum player could cross the BTC DCA buy

none — no USDC capital available for BTC DCA ahead of Monday; sMSFT cannot be traded outside market hours; agent correctly idle.

Hard-codes MARKET_OPEN_MS = new Date('2026-06-16T13:30:00Z') — unambiguous, human-readable target matching the exact trade plan

FALLBACK_MS = max(14:30Z - now, 5min) computed at script-start, guarantees minimum 5min and correctly tracks wall-clock

Label explicitly names the trade: 'trim sMSFT +1.63pp, DCA BTC -1.61pp' — intent is self-documenting

Zero-LLM polling at 5min cadence is appropriate for a single binary time condition

fireWake() message names the action, making wake logs immediately interpretable

No check whether LP-Maker-Matheus (primary counterparty, currently pidAlive=false) is alive before firing — could wake into a thin book

Add a counterparty-liveness pre-check (e.g., read LP-Maker's watcher PID or last-wake timestamp) before firing at 13:30Z, so the LLM can decide whether to post immediately or wait for LP-Maker to recover — avoids wasting a wake on a book wi

LP-Maker-Matheus pidAlive=false — counterparty risk for Monday execution

LP-Maker is the primary counterparty for both sMSFT sell and BTC buy legs (3/5 recent deals). Currently pidAlive=false. If it doesn't recover by 13:30Z Monday, the rebalancer fires into a thin book with no reliable taker for sMSFT.

Monitor LP-Maker recovery; optionally add a watcher pre-check that delays fireWake() by up to 30min if LP-Maker's last_wake is >2h stale — or at minimum log a warning so the LLM can adapt.

nextFallbackMin=2844 is an explicit Monday 14:30Z safety-net fallback; the actual trigger fires at 13:30Z via a Date.now() watch loop — precisely calibrated. BTC DCA is blocked by a capital dependency (zero USDC until sMSFT trim executes at market open), not a toolchain issue. Nothing to fix.

Stacker-Massimo

Taker-led tech-equity accumulator: take resting sNVDA/sAAPL/sMSFT asks within ~1% of oracle, 24/7, ~10 USDC lots; post own bid at oracle+0.5% only when nothing is takeable. Accumulate until 100 USDC deployed; never sell.

Taker-led rule: any sNVDA sell ≤ oracle×1.01 AND ≤12 USDC should be accepted whole. Intent 1640 passed both checks. Bid

Summary: Auth fully restored since prior broken-state summary (which only saw w34). w35/w36/w37 all succeeded: at w37 (06-14T14:25) Deal 153 settled — Stacker took intent 1640 (sNVDA sell ≤12 USDC at ≤oracle×1.01), exactly on-mission. Prior prediction of intent 1599 expiry was wrong: 1599 is still live as the 1 open intent (Step-1 shows ~263min remaining, meaning act

Auth restored; 1 deal since prior summary (Deal 153 at w37, took intent 1640). Intent 1599 live with ~263min remaining; 0.129488 sNVDA accumulated, 73.8 USDC of 100 USDC target still to deploy. Only ongoing risk is LP-Maker pidAlive=false — primary counterparty in 3 of 4 detail records.

6 lifetime deals total; LP-Maker counterparty in 3/4 detail records, Option-Writer in 1; only 1 takeable sNVDA sell (intent 1640) appeared in the entire w35–w37 window — briefly gone at w36 (13:48) before reappearing at w37 (14:25). Thin sNVDA sell-side is the binding constraint, not agent behaviour

Sound and on-mission. w37 decision ('intent 1640 passed both checks: ≤oracle×1.01 AND ≤12 USDC → take') is textbook taker-first execution. w35/w36 holds ('bid fresh, no takeable ask') are correct given thin sell-side. No churn — 32 repeat wakes with 219-min avg gap reflects a patient accumulator correctly deferring.

intent 1599 resolved (filled or expired)

new sNVDA sell intent ≤12 USDC at ≤oracle×1.01 via newMatches()

Primary counterparty (3/4 detail records); quotes sNVDA near oracle mid — exactly what Stacker takes

armed but pidAlive=false per Step-1; con

1 confirmed deal; posts sNVDA as part of its 70/30 rebalancing engine

healthy, posted sNVDA/sAAPL intents 4min

Holds open sNVDA/sAAPL/sMSFT intents but mission is taker-not-maker; may compete for the same sell-side rather than provide it

Intent 1640 appeared between the two w36 sub-wakes (13:46 and 13:48 both note it 'consumed before snapshot'), but Stacker caught and took a fresh/refilled version at w37 (14:25) — net zero miss. No other sNVDA sell-side observed within the ≤12 USDC / ≤oracle×1.01 envelope during this window.

Fires on own bid 1599 resolution (filled or expired) — correct for a maker-fallback agent that must repost after each bid cycle

newMatches() fires on fresh sNVDA sell ≤12 USDC at ≤oracle×1.01 — the exact taker trigger the mission requires

Oracle drift >0.5% trigger catches repricing that would make the standing bid stale

45-min fallback appropriate for a ~219-min avg-gap patient accumulator

MY_INTENT hardcoded to '1599' — when 1599 resolves and agent posts a successor, the watcher never fires on the new bid's resolution; only the 45-min fallback re

newMatches() only detects intents NEW since last poll; a takeable ask that appeared during any watcher downtime gap is invisible until the fallback fires

Replace hardcoded MY_INTENT='1599' with a dynamic own-bid lookup at wake-loop start: query open intents filtered by self-address + posterGives=USDC + template=Swap, take the first result's intentId. Eliminates the manual script-regen requir

MY_INTENT hardcoded to '1599' in wake script

When intent 1599 resolves (fill or expiry) and the agent posts e.g. intent 1800, the watcher will keep polling for '1599' — which no longer exists — and never fire on the new bid's lifecycle. The 45-min fallback is the only safety net, adding up to 45 min of blind tracking per bid cycle.

Derive own intent ID dynamically at each watch-loop iteration by querying own open intents (filter: poster=self, posterGives=USDC, template=Swap) rather than hardcoding the post-time ID.

Intent expiry logging inaccurate

w34 logged '6.5h expiry' for intent 1599 (posted 06-14T00:00), but intent remained live at w36 (13:46, ~13.75h later) with Step-1 showing ~263min remaining. The log estimate is off by >2×, causing the prior summary to incorrectly declare expiry. Likely a human-estimated duration rather than the raw

At intent post, log the raw on-chain expiry block number or UTC timestamp so summaries can accurately assess staleness across runs.

Auth restored; 1 deal since prior summary (Deal 153 at w37, took intent 1640). Intent 1599 live with ~263min remaining; 0.129488 sNVDA accumulated, 73.8 USDC of 100 USDC target still to deploy. Only ongoing risk is LP-Maker pidAlive=false — primary counterparty in 3 of 4 detail records.

Swing-Nikita

Fade dislocations: buy assets stretched below their trailing average, sell those stretched above, via delivered swaps. One slice per wake.

No dislocation ≥1.5% across any asset. Stocks closed. Cash/inventory balance fine (44.2 USDC, 0.06888 sAAPL, 0.178 sNVDA

dislocation ≥1.5% from trailing avg on any active asset (or 2h fallback)

Summary: Warmup complete as of w36 (06-14T14:49 UTC, 17min ago): 3rd price sample collected, agent exited warmup and ran a full dislocation scan — found 0 assets ≥1.5% off trailing avg (stocks closed Sunday, crypto flat). Prior summary's open question is answered: window rebuilt in exactly 2 wakes (w34→w36). Now in normal operation: armed, pidAlive=true, 105min fallb

Warmup resolved in 2 wakes. w36 attempted a full dislocation scan and correctly no-traded — 0 breaches ≥1.5% with stocks closed and crypto flat on Sunday. Agent is healthy; next actionable event is either a crypto dislocation or Monday US market open (~17h away at 13:30 UTC).

Sunday market closure eliminates sAAPL/sNVDA/sMSFT signals; SSV zero inventory blocks buy leg (flagged w29–w33 consecutively); BTC/ETH/SSV within 1.5% of trailing baselines at w36 scan. 0 open intents, 5 lifetime deals all via LP-Maker-Matheus.

Sound and on-mission. Warmup sequencing was correct: withheld all trades until 3 samples accumulated (w34: 1/3, w35: 2/3, w36: 3/3 complete). w36 cites specific balances (44.2 USDC, 0.06888 sAAPL, 0.178 sNVDA) and declines cleanly when no threshold breach is found. Not re-deriving cold each wake — progressively narrowing.

Any asset deviation ≥1.5% from trailing avg (60s poll)

MISSING: explicit Monday market-open trigger — relies on 2h fallback cycling into 13:30 UTC rather than waking precisely at open

Sole counterparty for all 5 settled deals; fills delivered swaps near oracle mid

pidAlive=false per Step-1, watcher armed

None measurable — Sunday with stocks closed and crypto flat leaves no actionable signals. Sub-60s flash dislocations are structurally invisible to the 60s poll watcher, but no evidence of any occurring.

Fires on ≥1.5% dislocation from trailing avg — directly maps to 'fade dislocation' mission

Correctly gates stock symbols to US market hours (13:30–20:00 UTC Mon–Fri)

2h fallback ensures baseline refresh even when prices are stable

60s poll cadence appropriate for swing-trade (not sub-minute churn)

BASELINES hardcoded at script-write time (w36 scan); true trailing avg drifts during the 2h watcher window, so the ≥1.5% trigger compares against stale numbers

No explicit Monday-open trigger; agent must wait for 2h fallback to cycle into market hours rather than waking at open

Persist baselines to /agent/data/swing-baselines.json each wake; watcher reads from file on each 60s poll rather than hardcoded constants — keeps the trigger accurate as prices evolve between wakes.

Stale baselines between wakes inflate trigger error

BASELINES in current.ts are baked in at write-time from w36 scan. Over a 2h fallback window, true trailing averages shift; the ≥1.5% threshold comparison degrades in accuracy — could fire prematurely or miss a real dislocation near end of window.

Write baselines to /agent/data/swing-baselines.json each wake; watcher reads that file on each 60s poll iteration.

SSV zero inventory structurally blocks buy signals

w29–w33 all cite SSV blocked by zero inventory. SSV remains in BASELINES and fires the watcher, but buy leg cannot execute. Noisy signal with no path to trade.

Exclude SSV from BASELINES in wake script until inventory is acquired, or detect zero-inventory at watcher level and skip SSV polling when wallet is dry.

Warmup resolved in 2 wakes. w36 attempted a full dislocation scan and correctly no-traded — 0 breaches ≥1.5% with stocks closed and crypto flat on Sunday. Agent is healthy; next actionable event is either a crypto dislocation or Monday US market open (~17h away at 13:30 UTC).

Vulture-Andrew

Pick off other bots' mistakes — take clearly-mispriced swaps and near-decided binaries, and post sharp/baited intents that are near-sure wins. Only near-certain edges, patient otherwise.

Price spike mid-wake eroded 3 sells below 0.8% floor. 6 short-TTL intents (1644/1645/1648/1650/1651/1652) expired natura

15 intents, none takeable; soonestExpiry=1781451685; next poll 80s

Summary: Vulture is fully operational post-auth-recovery. w113–w117 show active repost/requote cycles: 9 intents at w111 grew to 13 by w117, now at 11 (2 likely TTL-expired, not filled). Key finding answering Step-1 question: LP-Maker-Matheus is COMPETING with Vulture's crypto maker quotes at tighter spreads (LP-Maker 1.31% vs Vulture 1.74% on SSV, w112), not taking

11 open intents live but unfilled: LP-Maker undercuts Vulture's crypto spreads (1.31% vs 1.74% SSV, w112) and no agent is taking its stock/crypto baits. Sharp-quotes ticker bug (WETH vs ETH naming) silently gaps crypto coverage on every wake that uses sharp-quotes. The drop 13→11 reflects TTL expiry, not fills.

LP-Maker posts competing SSV sell at 1.31% vs Vulture's 1.74% (w112); w112 found 0 takeable edges ≥1%; no fills on 9–13 posted intents since w111 (13:25 UTC); 13→11 drop consistent with TTL expiry (w117 noted stocks expire 15:35); 39 lifetime deals at only $0.40 realized PnL signals thin or zero fil

Sound and on-mission: gas-negative cancel rule correctly applied (w112 — $1.44 cancel cost vs $0.025 gain), pre-expiry requoting active, mirroring LP-Maker's sMSFT intent 1676 at +1.33% in w117 shows creative edge-finding. However, the agent notes 'rivals sub-floor' as a market condition rather than identifying LP-Maker dominance as a structural problem requiring a different spread strategy on cry

new takeable edge ≥1% via scan-edges (30s poll, token-free)

~5min before soonest intent expiry (pre-expiry window)

quote erosion or undercut detected by check-my-quotes (cancelCmds > 0)

MISSING: no trigger for LP-Maker posting a new competing intent at tighter spread — check-my-quotes is reactive (detects erosion after it happens, not LP-Maker'

Undercutting Vulture's crypto spreads (1.31% vs 1.74% SSV w112) — rival maker competing for takers, not a buyer of Vulture's baits; 4/5 rece

Takes sNVDA/sAAPL/sMSFT asks near oracle+~1% — could match Vulture's stock baits if Vulture's spread falls within Stacker's tolerance

Could take Vulture's delivered swap baits when rebalancing toward target mix — but nextFallbackMin=2847 (~47h) means extremely infrequent wa

1 historical swap settled with Vulture — sporadic fit when Momentum is rotating into an asset Vulture offers

Posts delivered swaps on dislocations — could appear in scan-edges as a takeable edge if mispriced vs oracle

w112 found SSV sell (1624) uncompetitive — gas-negative cancel was correct call, not a missed opportunity. No takeable edges ≥1% found in scan-edges across recent wakes. Vulture IS finding mirrors (intent 1676 sMSFT in w117), so it's not blind to LP-Maker's maker posts. Unmeasurable: whether scan-edges surfaces LP-Maker's full crypto book or only a subset — if LP-Maker's crypto intents aren't in s

Pre-seeds honeypot IDs (779, 836, 869) — prevents re-fired wakes on confirmed bad intents across restarts

30s poll with token-free tools (scan-edges, check-my-quotes) — high cadence at near-zero cost

Pre-expiry trigger (~5min before soonest) correctly prevents inventory gap between TTL and repost

2h fallback appropriate for a patient taker/maker hybrid that fires reactively on edge events

seenEdgeIds is in-memory Set — resets on every watcher death/relaunch (w114 shows relaunch at 14:09); newly-refused intents from current session are forgotten,

No proactive trigger when a rival undercuts Vulture's live quotes — only detects after erosion via check-my-quotes, which is reactive by design but misses the w

Persist seenEdgeIds to /agent/state/seen-edges.json — read on init, append on each add. Prevents re-arm on session-discovered refused intents after watcher restarts. ~5 lines, zero LLM cost, immediate safety gain given w114 restart pattern.

sharp-quotes ticker mismatch silently drops ETH/BTC/SSV crypto bait coverage

w113 confirms: 'sharp-quotes crypto bug silently skips ETH/BTC/SSV (WETH/mBTC/mSSV vs ETH/BTC/SSV ticker mismatch)' — ETH bait had zero coverage entering w113; 3 intents (1628/1629/1630) were posted via manual compute workaround. Root naming mismatch in the sharp-quotes calling convention persists a

Normalize tickers before calling sharp-quotes in CLAUDE.md (map ETH→WETH, BTC→mBTC, SSV→mSSV) OR fix the tool to accept both forms; add explicit error/warning when ticker not found rather than silent skip

seenEdgeIds resets on watcher restart — honeypot re-trigger risk

In-memory Set initialized with only 3 pre-seeded IDs. w114 shows watcher death and relaunch — any refused intents identified during the prior watcher session (beyond 779/836/869) are forgotten and could re-trigger an LLM wake.

Persist seenEdgeIds to /agent/state/seen-edges.json; read on watcher init, write on each new add — prevents honeypot re-trigger and token burn after restarts

LP-Maker-Matheus structurally undercutting Vulture's crypto maker quotes

LP-Maker posts SSV sell at 1.31% vs Vulture's 1.74% (w112); with LP-Maker as dominant book maker (10/16 recent deals, 117 lifetime), Vulture's crypto baits will rarely clear. Vulture is posting at 1% floor on crypto (w116) but LP-Maker still undercuts it. This is a fleet design issue, not a Vulture

Fleet-level: either widen LP-Maker's minimum spread on crypto to leave room for Vulture's baits, or explicitly assign Vulture a bait-only role on stock instruments where LP-Maker doesn't dominate — crypto maker competition between LP-Maker and Vulture results in two makers racing to the floor with n

AUTH BACK, HUB RESTING

LP-Maker-Matheus ⇄ Arb-Hunter-Tom, Rebalancer-Lior, Vulture-Andrew, Swing-Nikita, Stacker-Massimo, Option-Writer-Matheus

Hub active; LP-Maker in 10/16 recent deals, 117 lifetime; Vulture 11 open intent

Bear-Yosher → external takers; 0x57F8…B0ff ↔ Option-Taker-Matheus (3 recent fills); Mimic-Ljuba ↔ Polymarket-Ljuba

3 recent custom fills via 0x57F8; Bear-Yosher intent #1674 live (273min fallback

Disrupted: ETH call 0x…0669 canceled at 14:45 (44min unfilled) before taker coul

Fully offline — both agents undeployed, 32+ consecutive null cycles, no provisio

Fleet-wide 401 auth collapse hit 4+ agents simultaneously (polymarket-ljuba confirmed wakeError='401 Invalid authenticat

Option-Taker evaluated ETH call #1641 positively at 13:49 ('genuinely cheap ~4% notional') but auth blocked execution; o

option-taker w32: 'Book unchanged at 98.86 USDC, zero live deals'; option-writer w2 (14:45): canceled 0x…0669; option-taker summary: seenIntentIds tagged #1641 blocking retry

LP-Maker-Matheus posts competing maker quotes at tighter spreads than Vulture-Andrew (SSV: 1.31% vs 1.74%)

Vulture's 11 open intents have 0 recent fills; takers (including arb-hunter scanning ≥10bps) prefer LP-Maker; Vulture's

vulture w112: LP-Maker SSV ask 1.31% vs Vulture 1.74%; 13→11 intent count drop = TTL expiry not fills; 0 Vulture appearances in 16 recent deals

LP-Maker-Matheus pidAlive=false (armed, 85min fallback) creates recurring hub-downtime windows

Arb-Hunter found 0 qualifying intents in w223 (22 new intents 1652→1674 scanned, none ≥10bps); Momentum-Nikita's next mo

arb-hunter reliableCounterparties=0; momentum-nikita reliableCounterparties=1 (LP-Maker); swing-nikita reliableCounterparties=1 (LP-Maker); 6 takers effectively gated behind 1 maker's wake cycle

Rebalancer-Lior has zero USDC capital and sMSFT trim requires US market hours; wake script targets 2026-06-16T13:30:00Z

2829min fallback is exact and correct — not miscalibrated; BTC DCA sequentially dependent on sMSFT proceeds which can on

rebalancer w45 (Jun 10): 'No capital to deploy until stocks open'; MARKET_OPEN_MS hardcoded to 2026-06-16T13:30:00Z; 3 recent deals all LP-Maker fills confirming agent is functional when capital exist

Stacker-Massimo intent 1599 was wrongly flagged as expired in prior summary; agent re-posted with 263min remaining

Prior verdict corrected — sNVDA sell-side thinness is the real binding constraint (1 takeable intent in the entire w35–w

stacker w37 (14:25): deal #153 on intent 1640; open book confirms Stacker intent live with 245min remaining; 6 lifetime deals total

Recurring fleet-wide 401 auth collapse — platform credential regression, not isolated agent failures

4+ agents confirmed disrupted in the same auth collapse window: polymarket-ljuba (wakeError='401 Invalid authentication credentials'), option-taker (w30–w31 blocked), option-writer (all wakes post-w1 blocked), momentum-nikita (prior summary '401 wall'). Step-1 notes 'vs. partial-recovery again' — this is the second or more recurrence. A per-agent read rationalizes each as 'waiting'; only the count across agents names it as a shared plat

polymarket-ljuba wakeError='401 Invalid authentication credentials'; option-taker w30–w31 auth-blocked; option-writer: all wakes after w1 disrupted; momentum-nikita prior summary: 401 wall noted; auth lifted ~15:07 UTC per Step-1 signals

Audit auth token refresh/rotation in SDK — 401s hitting multiple agents simultaneously indicate a shared session or credential expiry. Add auto-retry with token refresh on 401 so a single expired credential does not kill watcher processes fleet-wide.

Option-Writer ↔ Option-Taker coordination gap: maker canceled before taker recovered

Option-writer canceled ETH call 0x…0669 at 14:45 (44min after posting, auth-recovery window) before option-taker could transact. Option-taker's seenIntentIds tagged #1641 after the auth-blocked w32 attempt — now locked out even though auth cleared. A positively-rated deal (~4% notional edge) was lost to a timing mismatch between maker cancel cadence and taker recovery lag.

option-writer w2 (14:45): canceled 0x…0669; option-taker w32 (13:49): 'genuinely cheap ~4% notional', 'Book unchanged at 98.86 USDC, zero live deals'; option-taker summary: seenIntentIds blocking retry on #1641

Extend option-writer cancel TTL to 90–120min (from ~44min) so options survive auth-recovery gaps. Add seenIntentIds TTL eviction in option-taker (60min) so auth-blocked intents can be retried after recovery rather than permanently locked.

LP-Maker hub concentration: 10/16 recent deals through one agent; 6 takers starved when it rests

LP-Maker-Matheus is sole or primary counterparty for arb-hunter, swing-nikita, stacker-massimo, rebalancer-lior, momentum-nikita, and vulture-andrew (6 takers). Its 85min fallback creates recurring coverage gaps. When pidAlive=false, deal formation across these agents drops to near-zero simultaneously — arb-hunter w223 scanned 22 new intents and found zero qualifying deals.

LP-Maker 117 lifetime deals, 10/16 recent deals; arb-hunter reliableCounterparties=0; momentum-nikita reliableCounterparties=1; swing-nikita reliableCounterparties=1; 85min fallback = up to 85min of zero hub liquidity

Reduce LP-Maker fallback interval to ≤30min, or deploy a second maker agent seeding the same instrument pairs to eliminate single-hub dependency.

Vulture-Andrew 11 open intents, 0 recent fills — systematically undercut by LP-Maker on same quotes

Vulture posts maker quotes (SSV at 1.74% spread) that LP-Maker beats at 1.31% — takers prefer LP-Maker and Vulture goes unfilled. $0.40 realized PnL across 39 lifetime deals confirms margin compression has been ongoing. This is market-structure, not agent failure: Vulture's sole counterparty is also its price competitor.

vulture w112: LP-Maker SSV ask 1.31% vs Vulture 1.74%; 11 open intents, 0 appearances in 16 recent deals; $0.40 realized PnL / 39 deals; arb-hunter w223: 0 qualifying intents ≥10bps floor across 22 scanned

Redirect Vulture toward instruments LP-Maker doesn't cover (synthetic equity names with thin LP-Maker presence, or perps) where it can be the sole competitive maker rather than the second-best quote on the same pair.

Option-Taker seenIntentIds self-poison: positively-rated #1641 permanently locked post-auth-recovery

w32 tagged ETH call #1641 as seen after auth blocked execution at the take step. 43min fallback is set but #1641 won't be retried. Option-writer has pivoted to sNVDA/sAAPL rebalancing (w3), not re-posting the ETH call. The specific known-good opportunity is gone; taker waits for a fresh qualifying option.

option-taker w32 (13:49): #1641 evaluated 'genuinely cheap ~4% notional', 'Book unchanged at 98.86 USDC'; seenIntentIds tagged; option-writer w3: deploying worst-2 rebalancing engine, not re-posting ETH call

Add TTL eviction to option-taker's seenIntentIds (e.g., 60min) so auth-blocked evaluations can be retried. Alternatively, check on-chain fill status before tagging to avoid locking out valid intents that merely failed mid-execution.

Auth recovery confirmed — 8/12 deployed agents executing cleanly

Polymarket-ljuba fired 1min ago, option-writer 4min ago, LP-Maker 9min ago. Eight agents show wakes_failing=false, wake_error=null this cycle. 16 recent deals cleared with LP-Maker (10), option-taker (3), arb-hunter (2), stacker (1). Rebalancer-Lior and index agents are correctly deferred, not broken.

16 recent deals: stacker deal #153 at w37 (14:25), arb-hunter deal #152 at w222, option-taker 3 custom fills; rebalancer nextFallbackMin=2829 maps exactly to 2026-06-16T13:30Z market open

Monitor next 2 wake cycles to confirm auth stability — Step-1 flags this may be partial recovery again. No action yet.

Fix fleet-wide 401 auth: add auto-retry with token refresh in SDK so a single expired credential does not kill multiple watcher processes simultaneously — this is the highest-leverage single fix given it disrupted 4+ agents this cycle and appears recurrent

Close option-writer ↔ option-taker coordination gap: extend maker cancel TTL to 90min and add seenIntentIds TTL eviction in taker — together these prevent the auth-recovery race that cost deal #1641

Redirect Vulture-Andrew to instruments LP-Maker doesn't actively quote (synthetic equities, low-volume pairs) — its current SSV/BTC/ETH overlap with LP-Maker at tighter spreads leaves 11 open intents permanently unfillable

Reduce LP-Maker fallback to ≤30min (from 85min) to cut hub downtime windows that simultaneously starve arb-hunter, swing-nikita, stacker-massimo, rebalancer-lior, momentum-nikita, and vulture-andrew

Provision or decommission index-maker/index-taker — 32+ null cycles with zero provisioning signal; dead board space with no IndexBasket market activity

Better vs last run — fresh intents posted 1–4min ago (polymarket-ljuba 1min, option-writer-matheus 4min, lp-maker-matheus 9min) signal the 401 wall has lifted again; 16 recent deals cleared with LP-Maker-Matheus present in 10/16, but pidAlive=false on both LP-Maker and Vulture-Andrew warrants watchi

Auth recovery confirmation: option-writer posted sNVDA/sAAPL intents 4min ago and polymarket fired 1min ago — verify wakes_failing has cleared fleet-wide vs. partial-recovery again (8+ agents showed 4

LP-Maker-Matheus hub dominance: 10/16 recent deals, 117 lifetime deals, 10 open intents, $20.86/5h burn — pidAlive=false with 86min fallback is the single biggest continuity risk

Option-Writer ↔ Option-Taker gap: option-taker rated ETH call #1641 'genuinely cheap (4% notional)' 74min ago but auth collapsed before take — intent may still be live with 61min fallback due

Stacker-Massimo intent contradiction: prior summary says intent 1599 (390min expiry from midnight) expired ~7h ago (811min elapsed), yet open book shows Stacker intent with 263min left — new post prov

Vulture-Andrew 11 open intents (SSV/BTC/sMSFT/sNVDA/sAAPL) with LP-Maker as stated sole live counterparty — are Vulture's bids being taken or is LP-Maker posting competing makers?

Rebalancer-Lior nextFallbackMin=2847 (~47h): plausible if keyed to Monday stock-market open, but needs verification that the wake script targets that event explicitly rather than being a miscalibrated

Last wake 3min ago, 21min fallback live, 19 deals — with auth apparently restored, did the most recent wake find a binary edge or fall back to swaps, and has deal count moved past 19?

Has 1 custom intent expiring in 45min (the BTC/USDC deposit pair from #1626 SHORT resumption) — is it being taken, and does the current BTC price still support the resumed SHORT given the HALT was cleared at $64,260 vs $66k anchor?

31st+ null cycle, armed=false/pidAlive=false/0 tokens — has any provisioning signal, wallet assignment, or config change appeared this cycle, or still fully offline?

32nd+ null cycle, same null state as index-maker — any provisioning signal, or still fully offline pending index-maker deployment?

Fleet hub (10/16 recent deals, 117 total, 10 open intents) but pidAlive=false with 86min fallback — is it actively accepting Vulture's 11 open book intents, and does the dead PID represent a restart that completed or a process that needs in

Last wake 36min ago, 50min fallback live — with auth restored, did it post a successor BTC binary to replace the lapsed #1616 (expired 14:11 UTC, openExposure dropped $6→$0), and was the '[object Object]' reasoning-string bug observed again

Last wake 57min ago, 486min (~8h) fallback — for a latency-sensitive momentum hunter this fallback is far too long; with auth now appearing restored, did recent wakes actually execute (wakes_failing cleared?), and what is the current positi

Rated ETH call #1641 (option-writer's strike $1,681.72, $0.24 premium) 'genuinely cheap (4% notional)' 74min ago but auth collapsed before taking — is #1641 still on book, and did the agent's 61min-fallback wake successfully execute the tak

Fired 4min ago — the freshest non-polymarket wake in the fleet: did it post new contrarian options (sNVDA/sAAPL from open book, 56min left), check on the live ETH call awaiting option-taker, or run the rebalancing engine?

Fired 1min ago (freshest wake fleet-wide), pidAlive=false but 719min fallback armed — what triggered this wake, is BTC binary #1609 (give $9.99/want $7.38, p=57.5%) still open or settled, and did it find any new mispriced options to take?

nextFallbackMin=2847 (~47h) — is this explicitly targeting the Monday 13:30Z stock-market open (the 'correctly deferred' plan from w47), or is it a miscalibrated timer; and can crypto legs (BTC DCA) be executed now without waiting for Monda

Open book shows Stacker intent with 263min left (sNVDA 10 USDC), but prior summary said intent 1599 (390min expiry from midnight) would have expired ~7h ago given 811min elapsed — is this a new post proving successful auth-restored executio

Was in 60-min warmup mode to rebuild 3-sample price history after the 3-day rate-limit gap — last wake 14min ago, 108min fallback: has the window now been rebuilt and did the most recent wake attempt a trade, or is it still in warmup?

Has 11 open intents on book, last wake 14min ago, 29min fallback (pidAlive=false) — are any of Vulture's fresh intents being taken by LP-Maker or others in the current session, or is LP-Maker posting parallel competing intents rather than a

Confirm 401 auth status fleet-wide: fresh posts 1–9min ago suggest recovery is live, but 8+ agents showed wakes_failing last cycle — verify the flag has cleared before concluding the recovery is stabl

option-taker-matheus: ETH call #1641 was rated genuinely cheap 74min ago and is the highest-priority take in the fleet — confirm it is still on book and that the 61min fallback fires successfully with

lp-maker-matheus: investigate pidAlive=false — the watcher is armed with 86min fallback, but a dead PID on the fleet's only hub risks stalling 10+ open intents and the entire deal funnel; confirm whet

momentum-nikita: 486min (~8h) fallback is miscalibrated for a momentum strategy — momentum signals decay in minutes to hours; recalibrate max fallback to 30–60min regardless of auth state

rebalancer-lior: audit the 2847min fallback — if it targets Monday 13:30Z stock open that is defensible, but crypto legs (BTC DCA confirmed plan from w47) should not wait 47h; split the fallback or ad

stacker-massimo: resolve the intent-263min-left vs. expired-1599 contradiction in Step 2 — if it's a new post, confirm pricing within 1% of oracle; if stale data, the agent may have 0 live intents and