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.

CEX inverted across all crypto — all USDC→crypto intents are taker-negative when CEX < oracle. No binary with CEX feed n

new crypto intent >2244, binary <=30min in money, or 30min fallback

Summary: 8 consecutive WAITs (w302–w309), up from 7 last run. Dominant constraint unchanged: CEX below oracle for crypto makes all USDC→crypto swap takes negative EV; when CEX did briefly rise above oracle (w304, w306), the gap was sub-10bps. LP-Maker's SSV spread widening to +137bps does NOT create a new snipe opportunity — it prices LP-Maker's SSV ask further from

Agent is correctly waiting: CEX has been inverted or sub-threshold for 8 straight wakes, and binary bets are in a 219-wake drought. LP-Maker's SSV ask spread widening to +137bps makes SSV swap sniping harder, not easier — the ask is now priced too high above oracle for the current thin CEX premium to clear arb-hunter-tom's 10bps bar. No missed opportunities evident; the infra is healthy.

w302: CEX fully inverted; w303: CEX below oracle; w304: CEX above oracle but gap sub-10bps; w305: SSV +25bps CEX premium but no resting stale SSV ask; w306: CEX premium too thin; w307–w309: CEX inverted again. All 34 lifetime deals are swaps with LP-Maker (31) or Vulture-Andrew (2); no binary bet de

Sound and on-mission. Each wake correctly gates on the 10bps bar, checks CEX direction before evaluating any swap, and filters stock-only binary bets (no CEX feed). No churn or re-derivation of stale conclusions — each wake logs an updated HWM and a concrete reason for the WAIT. The agent is not confusing 'LP-Maker's ask is wide' with 'there is a stale ask to snipe'; those are different conditions

New crypto swap intent above HIGH_WATER (currently 2236)

Open crypto binary bet entering ≤30min window with CEX taker-in-money ≥0.5%

31/34 lifetime deals — primary swap counterparty. SSV ask now at +137bps above oracle; requires CEX > oracle+147bps to snipe profitably, vs

ok, but SSV ask priced above current CEX

2 past swap deals; posts sharp/baited intents that could be takeable. Watcher instability (3rd process death in ~1h) may mean fewer resting

watcher unstable; intermittently posting

Posts options/binaries arb-hunter-tom could take if near-expiry and CEX in-money ≥0.5%.

None identifiable. At w305 the SSV CEX premium was +25bps but no resting SSV ask existed at stale oracle — nothing to take. Binary drought (219 wakes) reflects a book with no crypto binary bets entering the ≤30min/≥0.5% window, not a watcher miss. The watcher's Trigger 2 scans the full open book each tick for near-expiry crypto bets, so pre-existing bets are caught.

HIGH_WATER prevents re-evaluating stale intents — correct for a latency-edge agent

Trigger 2 scans the FULL open book each tick (not just new IDs) to catch pre-armed bets entering the window

wokenBets dedup prevents re-firing on the same near-expiry bet

30-min fallback is appropriate cadence — not sub-minute poll

CEX fetch happens only when a near-expiry crypto bet is found (lazy, avoids cost)

Stock symbols correctly excluded from both swap and binary triggers (no CEX feed for sAAPL/sNVDA/sMSFT)

Trigger 2 CEX fetch covers only BTC/ETH/SSV — if a near-expiry BTC/ETH binary appears with a different underlying string (e.g. 'WBTC'), it would be skipped sile

No alerting when binary drought exceeds a threshold (e.g. 50 wakes) — long droughts are invisible until synthesis

Add SSV to the near-expiry CEX margin check's fire log explicitly (it already fetches SSV prices) and emit a drought counter in wake output when binary wait streak exceeds 100 — makes the 219-wake drought visible in the wake log rather than

Binary bet drought (219 consecutive wait-wakes) — book supply issue

arb-hunter-tom has never executed a binary bet deal in 308 wakes. The 219-wake drought is structural: no crypto binary bets are reaching the ≤30min/≥0.5% CEX-in-money threshold. This is not agent-side — it reflects that binary bet authors (bear-yosher, mimic-ljuba, option-writer-matheus) are posting

Fleet-level: encourage binary bet authors to post crypto bets with shorter expiry windows, or lower arb-hunter-tom's near-expiry threshold from 30min to 60min to widen the capture window.

SSV ask snipe opportunity depends on CEX recovery, not LP-Maker spread

LP-Maker's SSV ask at +137bps above oracle is frequently cited as context, but at current CEX premium levels (inverted or sub-10bps) there is no edge. The agent would benefit from explicitly logging the CEX premium required to snipe the best available SSV ask on each wake, so the team can track how

In the wake script, after evaluating swap edges, log `SSV snipe gap: CEX_premium=Xbps, best_ask_premium=Ybps, needed=Y+10bps` — makes the distance to the next snipe event visible without changing trading logic.

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).

HALT mode: no new bearish bets, no DCA (basket over cap), deal 159 not yet resolvable (betExpiry 17:59 UTC)

deal 159 pre-fire (June 15 17:49 UTC) or BTC ±1.5% from $65,747 or 4h fallback

Summary: In HALT since w57 (21:56Z June 14); w58 (03:04Z June 15) confirmed hold a second time — deal 159 unresolvable, basket over cap, no aligned takers. w59 fallback is firing now (nextFallbackMin=1). BTC has been range-bound [$64,440–$66,406] since w58, keeping the ±1.5% deviation band just at its lower boundary without triggering. Third consecutive HALT confirma

w59 fires now (nextFallbackMin=1 at snapshot); BTC range [$64,440–$66,406] means the ±1.5% trigger never fired post-w58, and w59 will confirm HALT again — deal 159 not settleable until 17:49Z, basket over cap, no aligned takers. The BTC_BASELINE of $65,424.24 is 4h stale; post-w59 the agent must re-anchor it or the ±1.5% band drifts relative to current price.

w57 simultaneous BTC+ETH >2% upside momentum triggered HALT; BTC has since ranged [$64,440–$66,406] — not resuming downtrend, not crossing ±1.5% deviation — no aligned bets and deal 159 unresolvable until 17:49Z; 0 open intents, 0 tokens in last 5h

Sound and on-mission in HALT: defers correctly, re-assesses only on material BTC move or deal event. One gap: w58 confirmed hold without explicitly auditing whether the HALT-exit condition (sustained bearish BTC resumption) has been met. BTC has dropped from ~$66k at HALT trigger to ~$64,440 — a meaningful decline that could qualify as 'downtrend resumption' per mission — but the agent's reasoning

4h fallback (firing now, nextFallbackMin=1)

MISSING: explicit directional check — ±1.5% fires on both up and down; no label to distinguish 'stay halted' (BTC up) from 'resume candidate' (BTC down)

only confirmed counterparty (custom live deal, 1 settled)

would take BTC-below bets if bear-yosher posts post-HALT; SSV spread now +137bps may inflate arb cost

oracle-fair swaps for tech equity accumulation once HALT lifts; SSV spread +137bps is a headwind

none measurable — agent correctly not evaluating book in HALT mode

Three-trigger design (deal-event, price-deviation, fallback) is exactly right for HALT mode — wakes only on material events, not on noise

Deal 159 pre-fire at 17:49Z ensures timely settlement attempt well ahead of deadline

60s poll interval with 4h fallback is patient and cheap — right cadence for a paused agent

BTC ±1.5% threshold calibrated to HALT re-assess, not hair-trigger

BTC_BASELINE ($65,424.24) is anchored to w58 (03:04Z); by w59 (+4h) BTC may have drifted meaningfully, making the ±1.5% band stale relative to current market le

fireWake() carries no direction label — agent's reasoning at w59 won't know if the deviation was bullish (stay halted) or bearish (resume candidate) without re-

After each HALT-wake confirms hold, re-arm with BTC_BASELINE = currentBtcPrice from that wake, and pass the direction in the fireWake() label ('BTC -2.1% from baseline — bearish drift, check HALT exit') so the agent's reasoning at the next

BTC baseline stale after every 4h fallback — ±1.5% band drifts

BTC_BASELINE is set once at w58 ($65,424.24) and never refreshed. After 4h+, BTC may have moved such that the current price is near-baseline but the band no longer represents a fresh re-assess window. If BTC is at $64,500 at w59 and the agent re-arms with the same $65,424 baseline, the lower trigger

At each HALT-wake, re-arm with BTC_BASELINE reset to the current BTC price fetched during that wake. The baseline should track the most recent confirmed-hold price, not the last trading wake.

HALT-exit condition not audited at w58; deserves explicit check at w59

BTC dropped from ~$66k+ (w57 HALT trigger) to ~$64,440 (w58/w59 window) — a ~2.5% decline. The mission halts on 'persistent >2% climb over a few legs' and should resume when the bearish thesis re-establishes. w58 did not explicitly log whether the BTC decline since w57 meets the exit threshold; w59

Add an explicit HALT-exit check at each HALT-wake: if BTC has fallen >X% from the HALT-trigger level over N legs, log 'HALT exit candidate' and post a fresh below-strike bet to resume taker-first posture.

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: 48th consecutive null cycle — state byte-for-byte identical to all prior runs. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime tokens, 0 wakes, 0 settled deals. No wallet funded, no env set, no wake-script committed. The IndexBasket LONG-side market has never had a maker — this agent has never been deployed in any meani

Zero change on any dimension for the 48th consecutive cycle. armed=false, pidAlive=false, 0 tokens, 0 wakes, 0 deals lifetime. No deployment action has occurred since monitoring began.

wake_script_source=null, armed=false, pidAlive=false, 0 lifetime tokens — agent has never executed a single wake

N/A — agent has never executed; no reasoning to evaluate.

MISSING: no wake-script committed; nothing can fire this agent

Designed to take the SHORT side of LONG IndexBasket intents this agent would post

Also undeployed — health unknown, 0 deal

unmeasurable: agent has never woken; watcher blind to book

No wake-script exists at all — nothing to evaluate

Commit a wake-script and fund a wallet; the entire IndexBasket market (both LONG maker and SHORT taker sides) is frozen until at least index-maker deploys.

Agent never deployed

48 consecutive null cycles. No wake-script, no wallet, no watcher armed. The IndexBasket market has zero makers.

Deploy the agent: commit wake_script source, fund wallet, arm watcher. Coordinate with index-taker deployment — both sides of the market must exist simultaneously for any deal to clear.

Zero change on any dimension for the 48th consecutive cycle. armed=false, pidAlive=false, 0 tokens, 0 wakes, 0 deals lifetime. No deployment action has occurred since monitoring began.

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: 48th consecutive null cycle — zero change on any dimension. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, $0 lifetime tokens. The IndexBasket SHORT-side market does not exist: no watcher, no counterparty (index-maker health=unknown, also undeployed), no trades. Structurally identical to every prior run.

48 consecutive null cycles, $0 lifetime spend, 0 wakes. Nothing has changed. index-taker and its sole counterparty index-maker are both undeployed; the IndexBasket market does not exist.

armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 lifetime wakes, 0 lifetime tokens. No watcher process has ever run.

MISSING: no watcher deployed; nothing fires this agent

Sole intended counterparty (LONG side of IndexBasket); also undeployed, health=unknown

unmeasurable: watcher blind to book — agent has never run

No wake script exists (wake_script_source=null)

No counterparty (index-maker) posting LONG IndexBasket intents to take

Deploy the agent with a wake script that polls for open LONG IndexBasket intents, triggers on non-empty book, fetches verified source from indexer, audits, and crosses on ACCEPT — but only after index-maker is also deployed.

Agent never deployed — 48 null cycles

armed=false, pidAlive=false, wake_script_source=null, 0 wakes, $0 tokens across all 48 observed cycles. The agent has never run.

Deploy index-taker alongside index-maker. Both must be live simultaneously for the IndexBasket market to function — deploying one without the other produces no trades.

Sole counterparty (index-maker) also undeployed

index-maker health=unknown, 0 deals, not in fleet roster with active status. There are no LONG IndexBasket intents on the book for index-taker to take.

Coordinate deployment of both index-maker and index-taker together. index-taker has no viable mission until index-maker is posting intents.

48 consecutive null cycles, $0 lifetime spend, 0 wakes. Nothing has changed. index-taker and its sole counterparty index-maker are both undeployed; the IndexBasket market does not exist.

LP-Maker-Matheus

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

SSV oracle -82.6bps inverted my standing bid; volTerm = 41.3bps raised SSV δ to 76bps; crypto cluster expiring in 29min

Summary: SSV spread SELF-CORRECTED from +137bps peak (w192-w193) to +83bps at w196 after -82.6bps oracle drop triggered volTerm=41.3bps recalculation → δ raised to 76bps. The overcorrection likely suppressed arb-hunter-tom SSV takes during w192-w195 (0 fills noted across wakes w191-w196). Equity asks (sAAPL/sNVDA) remain structurally dark for 18+ consecutive wakes; s

SSV ask auto-repriced from +137bps to +83bps at w196 — the overcorrection that Step 1 flagged has partially resolved. No fills in wakes w191-w196 (5 consecutive dry wakes) against 143 lifetime deals. The main structural miss: sNVDA/sAAPL asks dark 18+ wakes leave stacker-massimo's open bids at 2111 unserviceable — LP-Maker's mission to 'keep the market liquid' is broken on the equity leg.

sAAPL/sNVDA asks dark 18+ wakes → stacker-massimo equity bids unmatched; arb-hunter-tom SSV takes suppressed while spread peaked at +137bps (w192-w195); corrected to +83bps at w196. 0 fills across wakes w191-w196 despite 10/12 book live.

Sound and self-correcting: SSV δ raised to 76bps in direct response to -82.6bps oracle move + volTerm=41.3bps, correctly preventing bid inversion. Equity ask suppression (dark sAAPL/sNVDA) correctly reflects inventory reality. Agent is solving the right problem — the equity inventory gap is a fleet/core constraint, not a reasoning flaw. No churn detected.

Oracle breach: ETH/BTC/SSV cross bid/ask guards (30s poll)

sAAPL/sNVDA/sMSFT cross bid guards only (correctly asymmetric — no ask guards since asks are dark)

Prefire at 1781509269 (~07:41 UTC, 7min before stock cluster #2229-#2232 expires ~07:48)

New fillable swap intent from non-self, non-noisy poster

MISSING: no inventory threshold check — if sAAPL/sNVDA balance refills mid-sleep, watcher won't fire to post equity asks until next prefire/fallback (up to 80mi

Primary taker (11 of 41 recent settled deals); oracle-edge taker on ETH/BTC/SSV — SSV correction to +83bps should restore take frequency vs

Active equity bid poster (open bid 2111, wants sAAPL/sNVDA at ~oracle+0.5%) — exactly what LP-Maker should fill, but equity asks dark

ok but blocked by LP equity inventory ga

5 of 41 recent settled deals; rebalancing and hedging flows cross LP naturally

3 of 41 recent settled deals, snipes mispriced swaps — but watcher died 3x in ~1h, degrading reliability as counterparty

degraded — watcher pidAlive=false, 3rd d

2 of 41 recent settled deals when rotating into BTC/ETH; sporadic counterparty

Stacker-massimo's open sNVDA/sAAPL bids (~oracle+0.5%) unserviceable because LP-Maker's equity asks are dark (18+ consecutive wakes, bid 2111 sitting open). Arb-hunter-tom SSV takes likely suppressed for ~3 wakes (w192-w195) while SSV ask was at +137bps; at +83bps (w196) the spread is closer to where arb-hunter has edge. 0 fills across wakes w191-w196.

Guards on all 6 live quote boundaries: ETH/BTC/SSV bid+ask, AAPL/NVDA/MSFT bid; correctly asymmetric (no sAAPL/sNVDA ask guards since asks are dark)

Prefire at 07:41 gives 7min buffer before stock cluster expires 07:48 — eliminates stale-ask arb window

New swap intent detection (30s poll) fires on counterparty arrival — correct cadence for LP responder mission

volTerm-driven δ recalculation correctly repriced SSV after -82.6bps oracle drop, preventing bid inversion

NOISY set excludes 0x64Aa from triggering wakes — avoids spam fires

No inventory threshold check for sAAPL/sNVDA: if equity balance refills mid-sleep, the watcher won't post asks until next prefire or 90min fallback — up to 80mi

90min fallback slightly exceeds cluster lifetimes on active sessions; 60min would be safer

Add sAAPL/sNVDA inventory balance check in the watch loop: if balance exceeds ask threshold, fireWake immediately to post dark equity asks — currently risks up to 80min gap if inventory refills between wakes.

Equity ask inventory gap — sNVDA/sAAPL asks dark 18+ consecutive wakes

No sNVDA or sAAPL asks posted for 18+ wakes. Stacker-massimo has open equity bids at 2111 going unmatched. LP-Maker's mission ('keep the market liquid') is structurally broken on the equity leg.

Inject sNVDA/sAAPL inventory or allow LP-Maker to source equity exposure via counterparty swap; add inventory threshold check in watcher to fireWake when equity balance recovers above minimum ask lot size.

SSV spread overcorrection risk — peaked at +137bps, above +120bps emergency threshold

SSV ask peaked at +137bps (w192-w193) before self-correcting to +83bps at w196. At +137bps, arb-hunter-tom's CEX-feed edge likely disappears (too wide to snipe profitably). The correction mechanism worked this time, but no cap prevented the overshoot.

Add MAX_SSV_DELTA cap (e.g. 100bps) in CLAUDE.md repricing logic to bound overcorrection above the level where arb-hunter-tom's primary counterparty edge vanishes.

Mimic-Ljuba

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

No BinaryBet with ≥3pp taker edge available. Edge floor 3pp unmet on entire visible board (24 swaps off-mission, 1 binar

new BinaryBet appears (crypto 24/7) OR Monday 13:30 UTC stock market open (sNVDA #1916 re-assess)

Summary: Continuation from prior run. nextFallbackMin was 446 at prior snapshot (~06:03Z); now 389 — ~57min elapsed, delta consistent, fallback still landing at ~13:29Z equity open. No new BinaryBet has cleared ≥3pp taker edge since w109 (now 509min total). Vulture-Andrew's live sAAPL/sMSFT intents are swap/deliver instruments — outside BinaryBet-only mission scope,

509 min of 0 wakes is correct: watcher is armed (pidAlive=true, nextFallbackMin=389 → ~13:29Z), no BinaryBet has crossed ≥3pp taker edge since w109, and Vulture-Andrew's sAAPL/sMSFT book entries are swaps — not within mission scope. The only actionable clock is the equity open fallback in 389 min, which re-assesses Intent #1916 (sNVDA below $195). $85.58 USDC capital intact, realized PnL $16.55 across 18 deals.

w102-w109 all hold: taker edges logged at −65pp, −38pp, −15pp, +2pp — none reaching ≥3pp floor. No new BinaryBet posted in 509min since w109. Vulture-Andrew sAAPL/sMSFT intents are swap-template, not BinaryBet; isBinaryBet filter in watcher correctly excludes them.

Sound and solving the right problem. ≥3pp edge floor and one-deliberate-move rule applied consistently across 8 consecutive wakes (w102–w109) with explicit edge citations each time (−65pp, −38pp, −15pp, +2pp). No reasoning churn — each wake reads the same book with the same discipline, not re-deriving a different conclusion. Intent #1916 flagged early as requiring equity-open for re-assessment: co

New BinaryBet intent appears on book (any crypto, polled every 60s)

15h fallback → Monday 13:30Z equity open (re-assess Intent #1916, sNVDA below $195)

MISSING: price-oracle movement on existing sub-floor BinaryBets — if BTC/ETH moves enough that a currently −2pp bet crosses +3pp, the watcher won't fire (only n

Confirmed settled deals via custom live; posts BinaryBets as maker that mimic-ljuba can mirror or take

Confirmed settled deals via custom live; calibrates binaries against Polymarket implied — complementary pricing angle

Posts sAAPL/sMSFT asks (swap-template) and near-decided binaries as taker — competes for the same binary edges rather than supplying them; s

watcher dying repeatedly (3rd death in ~

Takes near-decided binaries via CEX-oracle latency arb — could be counterparty on the opposite side of a mimic-ljuba binary post, but differ

Vulture-Andrew's live sAAPL/sMSFT intents are swap/deliver template — not BinaryBets; isBinaryBet filter correctly excludes them and they are outside mission scope. No BinaryBet on the book has cleared ≥3pp taker edge since w109 per wake logs (highest logged was +2pp at w104). No missed opportunities identified this cycle.

isBinaryBet filter scopes fires to mission-relevant intents only — swap/deliver noise correctly ignored

15h fallback is the equity-open trigger (label explicit: 'Monday 13:30 UTC stock market open'), not an arbitrary timeout

Baseline-then-fire pattern prevents spurious first-read wakes on agent restart

Zero-LLM watcher; 60s poll appropriate for 24/7 crypto BinaryBet monitoring

Has fallback — won't sleep forever if book stays quiet

Fires only on NEW BinaryBet intents; if BTC/ETH price moves enough to push a currently sub-floor resting bet (e.g., +2pp → +4pp), the watcher won't detect it un

Add a lightweight oracle-price comparison in the watch loop: for each open BinaryBet already in `seen`, compute implied taker edge against the latest oracle price; if any crosses +3pp, fireWake immediately. This is zero-LLM (arithmetic only

Watcher blind to edge improvement on existing BinaryBets

The watch loop fires only when a NEW BinaryBet intent appears (seen.has check). If BTC/ETH moves materially after a BinaryBet is posted, a resting +2pp bet could cross +3pp without any new intent — the watcher won't fire until the 15h fallback (~13h away). At current 83min avg_gap this gap is manage

In runWatchLoop body, after updating `seen`, iterate existing open BinaryBets and check implied taker edge vs current oracle price (fetchable via belt.tools without LLM). If any edge ≥ 3pp, fireWake with the intent id and computed edge.

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: Fallback w45 fires imminently (~07:00Z Jun 15, nextFallbackMin=17 at snapshot), ending 467-min silence since w44. ETH-BTC gap peaked at 1.73pp (w39) but compressed to 1.06pp (w44) — never cleared the 2pp dual-confirm threshold across the full 8h monitoring window. Expected w45 outcome: hold again on still-compressed crypto field. Portfolio at ATH $104.15 (US

467-min silence is structurally correct — crypto gap peaked 1.73pp (w39), never cleared 2pp threshold in 8h monitoring window. w45 fallback fires in ~17min and will almost certainly hold again; no equity leader visible until 13:30Z open. Portfolio at ATH $104.15 with 41.5% USDC dry powder ready to rotate.

8 consecutive holds w37–w44; max observed gap 1.73pp at w39, compressed to 1.06pp by w44; dual-confirm rule correctly filters noise; US equities frozen, excluded from momentum calc until 13:30Z

Sound and disciplined. Gap measured on pair divergence (not per-asset absolute move) is the correct decision variable. Dual-confirm (fast+slow both ≥2pp) protects against noise entries in a compressed field. Eight holds all include quantified gap readings — no churn, no rationalization drift. Solving the right problem correctly.

Crypto momentum gap ≥2pp between any two of BTC/ETH/SSV (vs dynamic baseline captured at first poll — measures full 8h window, not per-poll reset)

US market open 13:30Z Jun 15 (hardcoded in watcher — expands universe to 6 names)

8h fallback ~07:17Z Jun 15 (fires in ~17min as w45)

2 of 3 recent settled deals; deep inventory, health ok, 143 lifetime deals

1 settled deal; but watcher dying 3x in ~1h (pidAlive=false at multiple snapshots) reduces dependability

DCA in same equity universe; could cross on sAAPL/sNVDA/sMSFT rotation at 13:30Z open

None — crypto gap peaked 1.73pp (w39) and never cleared 2pp in the 8h monitoring window. US equities frozen throughout. No equity leader to chase. Unmeasurable for sub-90s spikes between polls, but no sustained gap signal emerged.

Baseline captured once at first poll of the wake — measures divergence across the full 8h monitoring window, not per-poll reset; correctly catches sustained mom

Gap computed on pair divergence (leader − next-best), not per-asset absolute move — matches the agent's stated decision logic

Explicitly excludes sAAPL/sNVDA/sMSFT while US markets closed; no false triggers from stale prices

13:30Z market-open trigger expands to full 6-name universe at exactly the right moment

8h fallback ensures the agent checkpoints even if crypto stays compressed

If watcher process dies and restarts mid-window (as vulture-andrew's watcher has), baseline resets to the restart time — a gap that was 1.8pp before the restart

Persist the wake-start baseline to data/wake/momentum_baseline.json on first poll so a watcher restart mid-window reloads it rather than re-anchoring — prevents gap compression artifacts from process death (directly relevant given vulture-a

Baseline not persisted across watcher restarts

If the watcher process dies and re-arms mid-window (analogous to what vulture-andrew's watcher does repeatedly), baseline resets to restart time. A real 1.8pp gap that developed over 4h would look like 0pp to the restarted watcher. Currently not a problem (pidAlive=true throughout w44), but fragile.

Write baseline to data/wake/momentum_baseline.json on first poll; on startup, read it if it exists and is from the same wake epoch (compare against wakeId or a timestamp); fall back to live prices only if stale.

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.

Wake 36 check — looking for new audited Option intents to evaluate per mission.

new audited Option intent appears OR 6h fallback

Summary: Seed-on-first-poll bug (lines 22-24) still present; w36 (03:16Z 06-15) seeded an empty set so the bug is currently net-neutral — any new audited Option appearing post-seed will fire a wake. No new Options have appeared since w36 (229 min elapsed, no fireWake triggered), confirming option-writer-matheus has posted no new Options since the prior batch expired/

Agent is alive and correctly waiting: 0 audited Options on book since w36 seeded an empty set 229 min ago, no missed fires. Evaluation discipline has been sharp across wakes (correctly rejected #1600 coin-flip, #1849 short-duration, #1924 both criteria failed). Root constraint is supply — option-writer-matheus has not posted a new Option in ~12h.

w36 (03:16Z) found zero audited Options matching TEMPLATE_HASH 0xb3d66f...; no fireWake in 229 min since → confirms no new posts from option-writer-matheus after w35 rejection of intent #1924 at 21:19Z 06-14; entire prior batch (last seen #1924) cleared between w35 and w36 without a take

Sound and on-mission. Rejections of #1600 (coin-flip at fair premium, 5-sigma move required), #1849 (5% premium + 1.47h expiry, both below threshold), and #1924 (3% premium + 87min expiry, both criteria failed) are quantitative, consistent, and correctly disciplined. No churn; each wake addresses a distinct intent with a distinct reason. No evidence of solving the wrong problem.

New audited Option intent matching TEMPLATE_HASH 0xb3d66f4bfda02da66df116f65f358d0feeacedbbeeba9d2c44500755464aad63 appears on book (fireWake)

6h fallback (nextFallbackMin=219 from snapshot — clock restarted fresh after w36 completed)

Sole supplier of audited Option intents matched by TEMPLATE_HASH; taker evaluates every post against its premium+expiry edge bar

Active (26 settled deals) but no new Opt

none — w36 confirmed empty book; no audited Options on-chain since seed event, nothing to evaluate or take

TEMPLATE_HASH filter is the correct safety gate — taker only sees writer's audited Options, avoids unaudited custom deals

60s poll cadence is appropriate for a patient, selective taker; no sub-minute overpolling

6h fallback prevents indefinite sleep if writer goes quiet for an extended cycle

fireWake on first new intent keeps latency low when supply returns

Seed-on-first-poll bug (lines 22-24): first poll silently seeds seenIntentIds to current book state and returns without firing — any Options already on book at

Hardcoded TEMPLATE_HASH creates silent blind spot: if option-writer-matheus upgrades its Option template, taker's filter permanently excludes all new intents wi

Fix seed bug lines 22-24: change `seenIntentIds = new Set(auditedOptions.map((i: any) => i.intentId))` to `seenIntentIds = new Set()` — empty seed means any Options already on book at watcher start will fire a wake on the very next poll, el

Seed-on-first-poll bug silently skips Options already on book at watcher restart

Lines 22-24: first poll initializes seenIntentIds to current book contents and returns without calling fireWake. Net-neutral today (w36 seeded empty), but any Options posted before a future watcher restart are silently ignored until a second new Option appears after restart.

Initialize seenIntentIds = new Set() (empty) on first poll — fire on any Option found, never pre-seed them as already-seen. One-line change.

Hardcoded TEMPLATE_HASH is a single point of failure for writer upgrades

If option-writer-matheus publishes a revised Option template (contract upgrade, audit iteration), the taker's filter silently drops all new intents. No log, no fallback scan, no alert — the agent keeps reporting 'zero audited Options' indefinitely.

Add a secondary log-only scan for unknown custom template hashes each poll so new hashes surface in wake output; or cross-check the expected hash against writer's live CLAUDE.md on each fallback wake.

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.

Summary: Building on prior (0x0873 sNVDA bid at oracle MID expired unfilled, supply exhaustion confirmed): w26 (14:02Z, 205min ago) reports dual blockers — sAAPL Pyth feed down (ranking computation incomplete, can't identify worst-2 performers from full set) AND sNVDA supply exhausted. Engine is in explicit HOLD; no new buy candidates identified, zero intents posted.

The contrarian engine has NOT identified new buy candidates — it is explicitly in hold pending complete Pyth data (sAAPL feed down at w26) and sNVDA supply recovery. The hold is disciplined and correctly diagnosed: 10+ wakes at multiple price points (oracle+0.5% → oracle MID) produced zero sNVDA fills, confirming a supply-side hard floor, not a pricing miss. No new intents since 10:35Z (w24); the 4h fallback (~18:30Z) will be the first post-equity-open reassessment.

sNVDA: 0 fills across 10+ wakes stepping from oracle+0.5% → oracle MID (w21–w26); open_intents=0 at snapshot. Secondary: sAAPL Pyth feed down at w26, preventing ranking of worst-2 from full 5-asset set. BTC put 0x0833 (w22) also expired unfilled — option demand confirmed absent market-wide, not just

Sound, solving the right problem. The engine correctly distinguished pricing failure (tested 5+ price levels) from supply exhaustion (no sellers at any price), and correctly paused rather than churn. w26's explicit dual-blocker diagnosis (feed down + supply dry) is quantitatively grounded. One subtle gap: with sAAPL feed down the engine can't compute full rankings, but it also has an implicit thir

sNVDA seller appears on book (posterGives: sNVDA)

Option demand appears (custom/unknown intent)

4h fallback (~18:30Z, nextFallbackMin=166)

MISSING: sMSFT or sAAPL sellers — if worst-performer ranking shifts to a different equity, watcher won't fire

MISSING: sAAPL feed restoration signal — data blocker won't clear via current triggers

5 of 9 recent deals; primary swap filler for equity assets; SSV ask spread at +137bps may deter arb but doesn't block equity swap fills dire

2 recent deals (swap counterparty); actively snipes mispriced swaps — could take a compelling sNVDA bid if spread narrowed further, but supp

watcher dying 3x/h (pidAlive=false at la

Accumulates sNVDA/sAAPL on buy side (bid 2111 open) — same direction as option-writer, not a seller; 1 historical deal was likely a differen

Direct counterparty for the 30% option-writing sleeve; zero option fills since w20 confirms option-taker is not seeing value in current opti

None verifiable from data. The 0x5F79 DeadlineSwap (BTC+sAAPL → USDC) is inbound not outbound — option-writer is a buyer, not a USDC receiver for that template. Stacker-massimo's live sAAPL ask could be a buy candidate under the 70% equity sleeve, but w26 explicitly blocks action on sAAPL due to feed-down data risk. No other equity asks visible at snapshot for sMSFT, sNVDA.

Watches the two active blocking conditions (sNVDA supply, option demand) — correctly reactive rather than polling on time alone

4h fallback is patient and appropriate; fires after 13:30Z equity open, giving fresh Pyth data for next ranking cycle

Zero-LLM, uses newMatches to avoid re-firing on seen intents

Only watches for sNVDA sellers — if worst-performer ranking shifts to sMSFT or sAAPL (or BTC/ETH), no trigger fires until 4h fallback; agent misses the event th

No sAAPL feed health check — feed restoration (the data blocker w26 cited) won't unblock the watcher

No trigger on option-taker posting a new custom intent for ETH/BTC options — optionDemand predicate catches 'unknown/custom' broadly but option-taker-matheus ma

Broaden the seller predicate from sNVDA-only to any worst-performer candidate (sNVDA | sMSFT | sAAPL) so the watcher fires when any equity supply appears, not just the currently-exhausted asset — this is the single event that would unlock t

Watcher blind to non-sNVDA equity sellers

Wake script only triggers on sNVDA sellers. If the contrarian ranking shifts (e.g. sAAPL or sMSFT becomes worst performer once sAAPL feed restores), the agent waits the full 4h fallback instead of acting on appearing supply.

In wake-watch predicate, change snvdaSeller to match any of sNVDA | sMSFT | sAAPL as posterGives symbol — one-line change.

No sAAPL data-feed health check before acting on sAAPL

w26 correctly blocked on sAAPL feed being down. But the watcher will still fire on sAAPL sellers appearing even when the feed is down — if it wakes to find sAAPL sellers but can't price them, it will defer again. A feed pre-check in the wake script saves a wasted LLM call.

Add a Pyth feed validity check for sAAPL at wake-start; if feed timestamp > 15min stale, log and re-arm instead of running ranking.

30% option sleeve has produced zero fills across all tested variants

ETH calls (w19–w20), BTC put (w22–w23) — 0 fills. Option-taker-matheus has only 5 lifetime deals. The option-writing sleeve is dead weight at current market depth; continued posting locks $9 collateral per wake for no yield.

Suspend option sleeve until option-taker-matheus signals active demand (e.g. ≥1 option fill in prior 24h); reallocate collateral to the 70% equity engine's bid ceiling.

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.

Summary: 530 min post-w57 (+57 min from prior at 473 min). Both maker binaries (#1827 sMSFT<$420 give 7→1.756 USDC, 79.94%; #1916 sNVDA>$195 give 7→1.983 USDC, 77.93%) still unfilled — no change since last summary. Watcher ARMED, pidAlive=true, nextFallbackMin=912 (fires ~15h from now at the 24h wall from w57). Agent is alive and correctly resting. Core risk: watcher

Technically healthy — watcher armed, no errors, correct 24h cadence. Both open intents (#1827, #1916) remain unfilled at 530 min; the Step-1 question (are Polymarket odds still above posted implied probs?) is unanswerable from snapshot data because the watcher does not poll Polymarket intra-wake. If Polymarket odds have drifted below 79.94% or 77.93% since w57, the agent is holding mispriced maker posts it cannot self-correct until the 24h fallback (~912 min out).

4 lifetime settled deals vs 56 wakes; both open intents are maker posts (give 7 USDC) with no taker in 530+ min. arb-hunter-tom (34 deals) and vulture-andrew (46 deals) are the primary candidate takers but neither has filled #1827 or #1916. No infra block — this is market structure: the implied prob

Sound reasoning solving the right problem — w56/w57 logic was correct (exit stranded sAAPL, deploy capital into fresh Polymarket-validated binaries). The mission loop is working as designed. The gap is not in reasoning quality but in the watcher's temporal blind spot: it cannot detect mid-cycle odds drift, so the agent can't tell whether its maker probs are still valid 8+ hours later.

ownIntentResolved fires if #1827 or #1916 fills or expires

newMatches fires if any new BinaryBet or Option intent appears on book

MISSING: no Polymarket odds re-poll between wakes — if sMSFT/<$420 or sNVDA>/$195 odds drift materially, agent won't know until fallback

Primary taker of near-decided binaries; 34 deals; would take #1827 or #1916 if oracle implies the other side is mispriced vs CEX feed

Picks off mispriced intents; 46 deals; would take if it sees edge on the contra side — watcher dying 3x/~1h (pidAlive context) may have dela

watcher instability per Step-1; pidAlive

Posts BinaryBets below-market on BTC/ETH + tech equities up; sNVDA>$195 aligns with bear-yosher's equity-up leg — could be natural contra to

ok, w59 fallback imminent (~7h equity op

Mirrors recent bets rather than taking contra; 1 prior settled deal with polymarket-ljuba was a custom live trade, not binary contra

Unmeasurable: watcher fires on new BinaryBet/Option intents appearing on book, but between w57 (530 min ago) and now no new wake fired — meaning either no new binary/option intents appeared on-chain, or the 0x5F79 DeadlineSwap (BTC+sAAPL→5.025 USDC, ~43 min remaining at Step-1 snapshot) was not a binary/option and would not have triggered the watcher. Cannot confirm whether any Polymarket-misprice

Fires on own intent resolution (fill or expire) — essential for capital deployment loop

Fires on any new BinaryBet or Option intent appearing — enables immediate taker response without waiting for fallback

24h fallback is correctly patient for a value-betting strategy (no sub-minute poll anti-pattern)

Zero-LLM watcher; pidAlive=true, no errors; clean architecture

No Polymarket odds re-poll intra-wake: if sMSFT/<$420 or sNVDA>/$195 odds drift below the posted implied probs (79.94%, 77.93%), the agent holds mispriced maker

No oracle price check on MSFT/$420 or NVDA/$195 thresholds — a large price move could make the posted binary deeply mispriced without triggering a re-evaluation

Add a periodic Polymarket odds re-poll (e.g., every 2–3h within the loop) for the two open intent instruments; if current Polymarket implied prob has dropped more than 5pp below the posted implied prob (#1827: below ~75%, #1916: below ~73%)

Watcher cannot detect Polymarket odds drift on open maker posts

Both #1827 (sMSFT<$420, 79.94%) and #1916 (sNVDA>$195, 77.93%) were posted 530 min ago against Polymarket validation at w56/w57. The watcher has no intra-wake Polymarket poll. If odds have since moved — e.g., MSFT rallied toward $420, compressing <$420 prob — the agent's maker quote is now a gift to

Add a Polymarket odds check inside runWatchLoop (e.g., every 2h) for the open intent instruments; fire wake if current Polymarket implied prob deviates >5pp from the posted implied prob in either direction.

912-min fallback is the only self-correction window for stale probs

The 24h fallback fires at w58, ~912 min from now. If the binary probs are wrong, the agent won't correct for ~15h. Given 530 min already elapsed and the equity open in ~7h (Step-1), market conditions will move significantly before the fallback fires.

Shorten the intra-wake Polymarket re-check cadence (see above) rather than shortening the fallback itself — keep the 24h fallback as the hard deadline, but add a soft re-eval trigger mid-cycle.

Rebalancer-Lior

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

Summary: BTC DCA #1294 (w44) and sMSFT approval (w46) complete; watcher date bug fixed at w48 is holding. Since last summary (~05:05Z), ~62 more min elapsed, nextFallbackMin 502→445, confirming continuous uninterrupted run. Queued slice for 13:30Z is sMSFT sell (+1.52pp gap) → USDC → BTC buy (-1.65pp gap). LP-Maker's BTC leg will likely need escalation past oracle (p

Alive and correctly waiting 7h10min for equity open. The runWatchLoop fires at 2026-06-15T13:30:00Z (primary); fallback arms at ~13:49Z (nextFallbackMin=445). Queued two-step: (1) trim sMSFT +1.52pp → USDC, then (2) DCA BTC -1.65pp. The BTC leg is sequentially dependent on step 1 succeeding — no USDC capital exists until sMSFT sells.

Stocks closed Sunday; zero USDC (capital fully committed to BTC #1294 at w44); next actionable window is Monday 13:30Z equity open. 0 open intents is correct — no capital, no market.

Sound and solving the right problem. w45–w48 reasoning chain is disciplined: recognized no capital after BTC fill, used w46 for approval housekeeping, fixed the date bug at w48 rather than sleeping past it. No churn. The 13:30Z plan (trim overweight → fund underweight) is on-mission.

runWatchLoop polls every 5min; fires fireWake() when Date.now() >= 2026-06-15T13:30:00Z

armWatcher fallback at ~13:49Z (nextFallbackMin=445, computed from 14:30Z ceiling set at w48 startup)

143 lifetime deals; primary BTC swap counterparty. Prior BTC DCA (w41–w44) needed +4% premium to fill after 4 oracle failures — LP-Maker is

Posts bids on tech equities (sAAPL/sNVDA/sMSFT); could take rebalancer-lior's sMSFT ask if priced within oracle+1%. Currently idle 3+ wakes.

idle, bid #2111 open but no recent fills

Picks off mispriced swaps; could take an attractively-priced sMSFT ask or BTC offer. Watcher process has died 3× in ~1h — reliability uncert

watcher unstable (pidAlive=false at last

None. No USDC capital since w44; stocks closed. No book opportunities existed that were within mission scope.

runWatchLoop polls every 5min — fires precisely at 13:30:00Z without burning a full LLM wake

Explicit 14:30Z fallback ensures agent wakes even if the loop misses the trigger window

FALLBACK_MS = Math.max(..., 5min) prevents negative/zero arm on late restart

Zero-LLM watcher; label clearly encodes the trade plan for the wake agent

Watcher date bug (2026-06-16→2026-06-15) was caught and fixed at w48 — now targeting correct Monday

FALLBACK_MS computed once at startup (w48, 21:44Z); if the process were killed and restarted after 14:30Z today, fallback arms at 5min minimum — harmless but si

No sequencing signal: if sMSFT trim finds no taker at 13:30Z (no USDC generated), BTC DCA has no capital; the wake agent must handle this in reasoning, not the

Add a second fireWake condition at 14:00Z ('sMSFT trim deadline — DCA BTC with whatever USDC available') so a partial fill of the sMSFT leg at open still produces a BTC DCA attempt rather than deferring the whole plan to fallback.

Sequential capital dependency: sMSFT trim must fill before BTC DCA has USDC

The two-step plan (sell sMSFT → buy BTC) has no fallback if step 1 finds no taker at 13:30Z open. stacker-massimo (idle) and vulture-andrew (watcher unstable) are the only non-LP-Maker sMSFT takers. If LP-Maker's sMSFT bid is below the trim's limit, rebalancer-lior stalls with 0 USDC.

At 13:30Z wake: post sMSFT ask first; if not filled within one escalation attempt (oracle → oracle+1%), post BTC DCA intent funded by whatever USDC exists in wallet rather than waiting for full sMSFT proceeds.

BTC DCA likely needs premium escalation; first-attempt fill not guaranteed

w41–w44 history: oracle failed 12+ times; escalated to +4% before LP-Maker filled. LP-Maker's SSV spread is currently +137bps — BTC pricing may be similar, meaning oracle-priced BTC intent will fail and 3–4 escalation rounds will be needed at 13:30Z.

Start BTC escalation at +1.47% (not oracle) given prior failure pattern. Saves 1–2 failed wake cycles and reduces time-to-fill at a crowded 13:30Z open with 4 other agents firing simultaneously.

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.

Bid 2111 on-price (no refresh needed); only sAAPL sell above oracle×1.01 ceiling; no sNVDA sells; deterministic skip.

bid 2111 fill/expiry | new sNVDA/sAAPL sell | sAAPL oracle drift >0.5% | 45-min fallback

Summary: w61–w62 (06:19–06:47Z) confirm the same no-action conclusion as w58–w60: bid 2111 still open at oracle+0.5%, no sAAPL/sNVDA ask within oracle×1.01 ceiling. The Step-1 question is now answered: Vulture-Andrew's live sAAPL ask (gives 0.02732062 sAAPL → wants 8.098 USDC) implies ~$296.45/sAAPL, which is +181bps above oracle ($291.15) and +81bps above the $294.0

Both available sAAPL asks (LP-Maker at +137bps, Vulture-Andrew at ~+181bps above oracle) exceed the oracle×1.01 ($294.06) ceiling — stacker has evaluated and correctly rejected both. Zero trading activity is market-driven, not agent fault. Bid 2111 sits correctly at oracle+0.5%; next action awaits either a within-ceiling ask or oracle drift.

LP-Maker sAAPL ask at oracle+137bps; Vulture-Andrew sAAPL ask at ~$296.45 (8.098 USDC / 0.02732062 sAAPL) = oracle+181bps — both above $294.06 ceiling. All 10 lifetime settled deals were against LP-Maker (8) or Option-Writer (1 swap); no counterparty currently offering within-ceiling sAAPL/sNVDA.

Sound and on-mission. Each of the five idle wakes (w58–w62) applies taker-first rule + oracle×1.01 ceiling correctly and avoids the prohibited second bid while 2111 is open. No churn detected. w62's explicit 'Re-armed watcher (prior was dead)' shows the agent is self-aware about watcher lifecycle, which is good hygiene.

sAAPL oracle drifts >0.5% from $291.15 base

new sNVDA or sAAPL sell intent appears after watcher armed

8 of 10 settled deals; primary historical source of sAAPL asks — but current ask is at oracle+137bps, above ceiling

on-book but above oracle×1.01 ceiling; n

live sAAPL ask (0.02732062 sAAPL → 8.098 USDC, ~$296.45) is above $294.06 ceiling; would qualify on lot size (≤12 USDC) but not price

on-book, above ceiling — watcher correct

occasionally posts sAAPL/sNVDA swaps as part of portfolio rebalancing; could post a within-ceiling ask

unknown — no current sAAPL/sNVDA ask vis

None. Vulture-Andrew's sAAPL ask at ~$296.45 (8.098/0.02732062) exceeds the $294.06 ceiling by $2.39 (+81bps over ceiling). LP-Maker's ask is also above ceiling at +137bps. No qualifying ask was available across w58–w62.

Fires on bid 2111 resolution — the primary event that unlocks next action

Oracle drift >0.5% trigger correctly catches repricing scenarios where stale ceiling estimate would lead to wrong skip/take decision

isSellOpportunity fires on new sAAPL/sNVDA asks ≤12 USDC — right event, right instruments, right lot filter

45-min fallback ensures the agent evaluates ALL book state (including asks present at arm-time like Vulture's) on a known cadence

Zero-LLM watcher; no sub-minute poll; correct cadence for a patient accumulator

isSellOpportunity does not filter by price: any sAAPL/sNVDA ask ≤12 USDC fires a wake even if far above ceiling — minor; the agent-LLM correctly rejects it, but

seen-set initialized at arm-time: asks already on book (e.g. Vulture's current ask) are baseline-excluded and will only be re-evaluated via 45-min fallback, not

In the oracle-drift branch (check 2), after detecting drift, also scan ALL current open sAAPL/sNVDA asks (not just new ones) for ceiling qualification and fire 'existing ask now within ceiling' wake — this closes the ~45-min re-evaluation g

Ask-side drought: both LP-Maker (+137bps) and Vulture-Andrew (+181bps) above oracle×1.01 ceiling

Stacker's only historical counterparty (LP-Maker) and the one active sAAPL ask (Vulture) are both above the $294.06 ceiling. Until LP-Maker's spread narrows or a new within-ceiling ask appears, stacker cannot take — this is a market structure problem, not agent fault.

Monitor LP-Maker's sAAPL spread; if it stays >100bps above oracle for multiple cycles, investigate whether LP-Maker's pricing is miscalibrated (fleet-level issue) or consider whether stacker's 1% ceiling is appropriate given current market conditions (agent-level config).

isSellOpportunity lacks price pre-filter — false-positive wakes on above-ceiling asks

When Vulture-Andrew posts a new sAAPL ask (or similar agents), the watcher fires a wake even if the implied price is well above oracle×1.01. Each false-positive wake costs ~$0.48 in tokens. Low severity now (book thin), but could compound if above-ceiling ask activity increases.

Add a heuristic price check in isSellOpportunity: compute implied price (USDC / sAAPL amount) and compare against a hardcoded oracle_max before firing. Requires approximate oracle value in the watcher — or simply accept the cost and let the LLM filter.

Seen-set gap: oracle-drift wake does not re-evaluate existing asks

If sAAPL oracle drops (e.g. by $3), Vulture's ask at ~$296.45 could move within the new ceiling — but the watcher won't notice because Vulture's intent is in the initial seen set. The 45-min fallback is the only recovery path (max ~45-min delay to capture the opportunity).

In the oracle-drift branch, scan full open intents (not just newMatches) for isSellOpportunity AND check implied price vs updated ceiling. If any qualify, fireWake with reason.

Swing-Nikita

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

Summary: Confirmed from prior run: MARKET_OPEN_MS=1781530200000 fires at 13:30Z today (~6.2h from snapshot); nextFallbackMin=2776 is the 55h safety net, not the trigger. New this run: wake script contains ONLY crypto trailing averages (BTC 64136.58, ETH 1670.93, SSV 2.31) — zero equity baselines. The 13:30Z wake will almost certainly be a warm-up sample pass for sAAP

Swing-nikita is correctly dormant: crypto above trailing averages and zero inventory block any pre-open action. MARKET_OPEN_MS fires at 13:30Z today but the watcher holds NO equity baselines — the first post-open wake (w42) will warm up for equities, not trade. An equity gap dislocation at open would be missed on the first print; plus the MARKET_OPEN_MS condition will fire duplicate wakeWake() signals every 60s until the agent rewrites current.ts.

Crypto above trailing averages at w41 (SSV +3.46%, ETH +2.96%, BTC +1.50%); zero inventory blocks sell-strength signals on all three. US equity oracle closed until 13:30Z. No deals since at least w34 (06-14T12:56Z, 8+ consecutive blank wakes). Correctly patient — market structure provides no edge.

Sound and solving the right problem. Each wake produces distinct reasoning: warming-up (w34-35), sub-threshold (w36-38), zero-inventory sell-blocked (w39-41). Agent consistently identifies the correct constraint rather than churning on stale signals. Not off-mission.

Crypto BUY-DIP: BTC ≤ 63,174 / ETH ≤ 1,645.9 / SSV ≤ 2.276 (spot −1.5% vs trailing avg)

MISSING: no one-shot guard on MARKET_OPEN_MS — fires fireWake() every 60s after 13:30Z until script is rewritten

MISSING: no equity trailing averages (sAAPL/sNVDA/sMSFT) in watcher — intraday equity dislocations cannot re-trigger the watcher after 13:30Z unless w42 bakes b

Primary equity and crypto swap counterparty; resting asks for sAAPL/sNVDA/sMSFT and crypto. Currently sAAPL ask above oracle×1.01 ceiling, S

DCA swaps fire at equity open; could post a slice that overlaps swing-nikita's dislocation direction if same asset is targeted.

Co-fires at equity open; posts delivered swaps that could be takeable if momentum-nikita picks a dislocated asset swing-nikita is also fadin

none — crypto above trailing averages and zero inventory prevent any pre-open trade. DeadlineSwap 0x5F79 (BTC+sAAPL→5.025 USDC) is not swing-nikita's mission (taker of delivered swaps, not deadline fills). No equity buy-dip intents on book during closed hours.

MARKET_OPEN_MS one-time trigger correctly encodes 13:30Z (verified: 1781530200×1000 = 2026-06-15T13:30:00Z)

Crypto BUY-DIP thresholds match w41 trailing averages and zero-inventory constraint correctly baked in (sell-strength excluded)

55h fallback is a safety net sized to cover the gap to market open — not the primary trigger

60s poll cadence appropriate for volatile crypto monitoring

MARKET_OPEN_MS has no one-shot guard: after 13:30Z every 60s loop iteration calls fireWake() until agent rewrites current.ts — duplicate wake signals if process

No equity trailing averages (sAAPL/sNVDA/sMSFT) — w42 at 13:30Z will be warm-up sample collection, not an executable equity scan; a gap dislocation at open woul

After w42 rewrites script, the watcher needs ≥3 live market-hours equity samples before it can re-trigger intraday — two more wakes minimum before equity disloc

Add `let marketOpenFired = false;` before runWatchLoop and gate the trigger: `if (!marketOpenFired && Date.now() >= MARKET_OPEN_MS) { marketOpenFired = true; fireWake(...); }` — eliminates duplicate signals for free.

MARKET_OPEN_MS fires on every 60s loop iteration after 13:30Z

No one-shot guard: `if (Date.now() >= MARKET_OPEN_MS) fireWake(...)` runs every poll cycle after open. If the agent takes >60s to wake and rewrite current.ts, duplicate signals accumulate. Low blast radius (fireWake is likely idempotent) but noisy and wastes tokens.

Add `let marketOpenFired = false;` before the loop; wrap trigger with `if (!marketOpenFired && ...) { marketOpenFired = true; fireWake(...); }`.

No equity baselines in watcher — 13:30Z wake is warm-up, not trade

CRYPTO_AVGS only. At 13:30Z, w42 scans equity oracle with 0 live market-hours samples; logs 'warming up 1/3' and no trade. First equity dislocation trade is w43 at earliest (2nd sample), more likely w44. If equities gap ≥1.5% at open, swing-nikita misses the first print entirely.

In w42 script, lower the equity warm-up threshold: accept 1-sample baseline if the first live print deviates ≥2% from Sunday's last oracle price — treat the gap itself as the dislocation signal rather than requiring 3 samples to confirm a trailing average.

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.

SSV 2240 way below 1.55% tolerance — concurrent session error. All other baits within [1.55%, 2.05%]. No takeable edges.

14 intents, none takeable; soonestExpiry=1781509634; next poll 86s

Summary: PID dying is now a structural pattern: w185, w191, w193/w194 relaunch cycle, and current snapshot (pidAlive=false again) — 4th confirmed death in ~1h. Critically: armed=true/nextFallbackMin=30 means NOT crashed, just scan-edges-dark until fallback fires. Agent-level execution remains sharp (w193 SSV requote at [1.55%,2.05%] boundary, proactive BTC guard mana

Armed with nextFallbackMin=30 — NOT crashed, but pidAlive=false means 30s scan-edges polling is dark right now. The 0x5F79 DeadlineSwap (BTC+sAAPL→5.025 USDC, ~43min at snapshot) appears in zero of 8 recent wakes — almost certainly missed in a PID-dead gap. 46 lifetime deals with 3 reliable counterparties, but repeated scanning gaps are eroding real-time edge detection.

PID deaths confirmed at w185, w191, w194-relaunch, current snapshot; w193 gap explicitly caused '4 baits expired 07:08-09 before watcher fallback 07:15'; 0x5F79 DeadlineSwap absent across all 8 recent wakes despite being in vulture's target zone; $2.25 realized PnL vs $131.29 lifetime token spend

Sound and disciplined on the problems it can see — SSV requote at tolerance boundary, proactive replenish guard management, concurrent-session deduplication all correct. But reasoning only applies AFTER fallback fires; during PID-dead windows (potentially 30-120min each) the agent is dark to live edges. Sharp reasoning applied to a blind scan is the right problem solved with incomplete data.

scan-edges: new takeable edge ≥1% (SUSPENDED while PID dead)

pre-expiry: ~5min before soonest intent expiry (SUSPENDED while PID dead)

check-my-quotes: erosion/undercut cancel triggers (SUSPENDED while PID dead)

fallback: 2h hard fallback — ARMED, fires in ~30min (sole live detection path)

MISSING: no self-restart on process exit — polling loop dies silently, relies entirely on fallback deadline

3 settled swaps in recent detail; deep inventory on all instruments vulture targets

2 settled swaps recently; overlapping instrument set, both hunting mispricings

2 settled swaps recently; OW posts near-decided options vulture takes

1 settled swap; posts directional swaps vulture can evaluate on rotation

0x5F79 DeadlineSwap (BTC+sAAPL → 5.025 USDC, ~43min remaining at snapshot) — absent from all 8 recent wakes. Multi-asset compound intent is precisely vulture's mandate; unverifiable whether edge ≥1% without scan output, but a deadline swap with 43min left warrants evaluation. Likely missed during PID-dead scanning window. Also: w193 logged '4 baits expired 07:08-09 before watcher fallback 07:15' —

scan-edges + check-my-quotes zero-LLM polling every 30s — correct cadence for a real-time sniper mission

honeypot pre-seed (IDs 779, 836, 869) prevents re-firing on confirmed traps

pre-expiry trigger catches own intent window 5min early — protects the book

EDGE_MIN_PCT=1% threshold is appropriately selective; prevents chasing noise

2h hard fallback as safety net — the one thing keeping the agent from going fully dark

No self-restart on process exit: when runWatchLoop terminates, scan-edges/check-my-quotes stops entirely until fallback fires — gap can be 30-120min

seenEdgeIds is in-memory only: dies with the process, so a refused intent could re-fire spuriously after each PID death

Add a platform-level process supervisor (or exit-hook in wake-watch.js) that restarts the polling loop immediately on crash, rather than waiting for the armWatcher fallback deadline — each PID death currently leaves vulture scanning-blind f

Watcher process dying repeatedly — 4+ confirmed PID deaths in ~1h

runWatchLoop exits silently; pidAlive=false at w185, w191, w194 relaunch, and current snapshot. Each death creates a scan-dark window until the fallback fires. w193 gap explicitly lost '4 baits expired 07:08-09 before fallback 07:15'. Platform-level pattern — likely affects other agents with watcher

Add a supervised restart in wake-watch.js: on runWatchLoop exit, trap the exit event and re-exec with a shortened fallback window (15min) rather than waiting for the original deadline. Fleet-wide fix.

0x5F79 DeadlineSwap (BTC+sAAPL→5.025 USDC) not evaluated in 8 recent wakes

External multi-asset compound intent with ~43min remaining at snapshot — in vulture's core target zone. Absent from all logged wake reasoning. Likely scan-edges missed it during a PID-dead gap, or the tool does not enumerate compound/multi-asset intents as 'takeable edges'.

At next wake: manually check if scan-edges surfaces compound intents (multi-asset → USDC deadline swaps); if not, extend scan-edges coverage or add a dedicated compound-intent scan step.

PnL efficiency: $2.25 realized vs $131.29 lifetime token spend

46 deals settled but net realized PnL is $2.25 — token costs alone are 58x realized gains. Either the PnL metric is partial (fees/settlement not captured), or the edge-per-deal is narrowing. Worth auditing at the agent level whether bait margins are being correctly tracked.

Verify realized_pnl_usd accounts for all settled deal proceeds; if accurate, review bait margins — 1.02-1.95% posted spreads should yield >$2.25 across 46 deals unless many expired uncollected.

PRE-EQUITY HOLD, SCAN CYCLING

dominant — LP-Maker hub: arb-hunter-tom 31/34 lifetime, stacker-massimo 8/10 lifetime, bulk of vulture-andrew 46 lifetime; 14/16 in recent window

minority — polymarket-ljuba 4 lifetime, option pairs ~few; 2/16 recent (option-taker + stacker/option-writer)

0 settled — 0x5F79 BTC+sAAPL→5.025 USDC expiring in 27min, unmatched

ACTIVE but spread-sensitive — 8 fills in recent window; SSV spread self-correcte

PAUSED — CEX below oracle for crypto makes all USDC→crypto takes negative EV; ar

LP-Maker → Stacker-Massimo (ceiling-blocked)

FROZEN — LP-Maker sAAPL ask at oracle+137bps ($295.26); Vulture-Andrew sAAPL ask

STALLED — #1827 (79.94% implied) and #1916 (77.93% implied) unfilled 530+ min; a

DRY — option-writer sNVDA supply exhausted, sAAPL Pyth feed down at w26; 0 open

EXPIRING UNCOVERED — 27min remaining; vulture-andrew fallback fires in 39min (12

Vulture-Andrew PID cycling (4th confirmed death in ~1h: w185, w191, w193/w194 relaunch, current snapshot); fallback inte

0x5F79 DeadlineSwap (BTC+sAAPL→5.025 USDC) will expire in ~27min while watcher is scan-blind; vulture-andrew fallback fi

vulture-andrew summary: 'w193 gap explicitly caused 4 baits expired 07:08–09 before watcher fallback 07:15'; 0x5F79 absent across all 8 recent vulture wakes; nextFallbackMin=39 vs 0x5F79 expiry=27min

LP-Maker sAAPL ask at oracle+137bps and Vulture-Andrew sAAPL ask at oracle+181bps — both above stacker-massimo's oracle×

Stacker-massimo bid 2111 (sAAPL at oracle+0.5%) unfilled for 18+ consecutive wakes; reliableCounterparties=0; equity acc

stacker-massimo: 'ceiling $294.06 vs LP-Maker $295.26 (+137bps) and Vulture-Andrew $296.45 (+181bps)'; 10 lifetime deals, all previous with LP-Maker (8) or Option-Writer (1)

LP-Maker SSV spread peaked at +137bps (w192–w193), exceeding arb-hunter-tom's profitability threshold; correction lagged

0 SSV fills across w191–w196 (4+ consecutive wakes); self-corrected to +83bps at w196 after -82.6bps oracle drop trigger

LP-Maker summary: '+137bps peak w192-w193 → +83bps at w196; 0 fills noted across w191-w196'; arb-hunter-tom is LP-Maker's primary counterparty (31/34 deals)

5 agents (swing-nikita MARKET_OPEN_MS trigger, rebalancer-lior nextFallbackMin=430, mimic-ljuba nextFallbackMin=374, mom

All 5 agent summaries cite equity close as root cause; LP-Maker reliableCounterparties=3; 2 recent momentum-nikita + 1 rebalancer LP-Maker deals in recent window

Option-writer-matheus sNVDA supply exhausted (w21–w26, stepped oracle+0.5%→oracle MID, 0 fills) and sAAPL Pyth feed down

Option-taker-matheus idle 229min with no fireWake trigger; TEMPLATE_HASH 0xb3d66f matches 0 audited Options since w36

option-writer: 'open_intents=0'; option-taker: 'no fireWake in 229min since w36 (03:16Z)'

Vulture-Andrew PID cycling will cause 0x5F79 DeadlineSwap to expire unmatched

vulture-andrew is the natural taker for 0x5F79 (BTC+sAAPL→5.025 USDC, 27min remaining), but pidAlive=false at snapshot with fallback firing in 39min — 12min after expiry. PID dying is a structural watcher process pattern (4 deaths in ~1h at w185, w191, w193/w194, current), creating 30–39min scan-blind windows each time. The 0x5F79 DeadlineSwap has been absent from all 8 recent vulture wakes. Realized PnL $2.25 vs $131.29 lifetime token

vulture-andrew: pidAlive=false, nextFallbackMin=39; 0x5F79 open book expiry=27min; 4 PID deaths confirmed in ~1h; w193 summary: '4 baits expired 07:08–09 before watcher fallback 07:15'

Reduce vulture-andrew fallback interval to ≤10min in current.ts to cap scan-blind windows below opportunity expiry horizons; separately diagnose PID exit cause (resource leak or uncaught exception in scan loop) — 4 deaths/hr is not normal watcher cycling

Stacker-massimo ceiling-blocked: LP-Maker and Vulture-Andrew sAAPL both above oracle×1.01

Stacker-massimo bid 2111 (sAAPL at oracle+0.5%) has 0 reliable counterparties after LP-Maker sAAPL landed at oracle+137bps ($295.26) and Vulture-Andrew sAAPL at oracle+181bps ($296.45); stacker ceiling $294.06. This is a cross-agent pricing coordination failure — LP-Maker's equity spread exceeds the maximum price any oracle×1.01-ceiling taker will accept, leaving the equity accumulation strategy structurally idle for 18+ wakes.

stacker-massimo: reliableCounterparties=0; 'ceiling $294.06 vs LP-Maker $295.26 and Vulture-Andrew $296.45'; 10 lifetime deals all with LP-Maker (8) or Option-Writer (1); 18+ consecutive unfilled wakes

LP-Maker equity spread: cap sAAPL/sNVDA ask δ at ≤50bps when equity is closed/illiquid (no taker with a ≤oracle×1.01 ceiling can fill at +137bps). Alternatively: expose LP-Maker's current equity-ask spread via a query tool so downstream ceiling-bound agents (stacker-massimo) can

LP-Maker SSV spread correction lags oracle moves by 1–2 wakes, suppressing arb-hunter-tom fills

SSV spread peaked at +137bps (w192–w193), suppressing arb-hunter-tom SSV takes for 4 consecutive wakes (w191–w196, 0 fills). Self-corrected to +83bps at w196 after -82.6bps oracle drop triggered volTerm=41.3bps recalculation. The correction mechanism works but fires one wake late, creating a fill-suppression window each time a large oracle move occurs. Arb-hunter-tom is LP-Maker's most prolific counterparty (31/34 deals), so each suppre

LP-Maker summary: 'SSV spread SELF-CORRECTED from +137bps peak (w192-w193) to +83bps at w196'; '0 fills noted across wakes w191-w196'; arb-hunter-tom: 34 lifetime deals, 31 with LP-Maker

LP-Maker: trigger δ recalculation intra-wake when the oracle move since last recalculation exceeds 50bps, rather than waiting for the next wake. The volTerm formula is fast and cheap — running it mid-wake on a fresh oracle quote prevents the lag window

13:30Z equity open activates 5 agents simultaneously — LP-Maker concurrency pressure

Swing-nikita (MARKET_OPEN_MS=1781530200000), rebalancer-lior (nextFallbackMin=430 ≈ 13:30Z), mimic-ljuba (nextFallbackMin=374 ≈ 13:26Z), momentum-nikita (fires imminently, next equity-open cycle), and bear-yosher (post-w59 fallback) all activate near 13:30Z. LP-Maker is the primary counterparty for rebalancer-lior's BTC/sMSFT leg and momentum-nikita (2 recent deals). Simultaneous intent posting may spike LP-Maker wake frequency and trig

Orient: '13:30Z equity open in ~7h fires 5 agents simultaneously'; rebalancer-lior: 'nextFallbackMin=445, ~13:30Z sMSFT sell → USDC → BTC buy'; momentum-nikita: 'nextFallbackMin=2' (fires now); LP-Maker: reliableCounterparties=3

Stagger equity-open fallbacks for rebalancer-lior, mimic-ljuba, and swing-nikita by 5–10min offsets to prevent simultaneous LP-Maker hits; momentum-nikita and bear-yosher will self-stagger if their equity-open triggers are time-based rather than hard-coded

Option pair structurally dry — supply exhaustion and Pyth feed, not infra

Option-writer sNVDA supply exhausted across w21–w26 (stepped oracle+0.5%→oracle MID, 0 fills at any level); sAAPL Pyth feed down prevents ranking from full 5-asset set. Option-taker armed, pidAlive=true, but no TEMPLATE_HASH 0xb3d66f Options have appeared in 229min. Both agents alive; this is market-structure and data-feed, not platform.

option-writer: 'open_intents=0'; option-taker: 'no fireWake in 229min since w36 (03:16Z)'; sAAPL Pyth feed down at w26

Option-writer: diversify into BTC/ETH options when both sNVDA and sAAPL legs are blocked; track sAAPL Pyth feed recovery separately so ranking can resume as soon as feed restores

Index-maker and index-taker undeployed — 48th consecutive null cycle, no regression

armed=false, pidAlive=false, wake_script_source=null, 0 lifetime wakes for both agents. Byte-for-byte unchanged from all prior runs. The IndexBasket market has never had a maker or taker on either side. Not a platform regression — a deployment backlog item.

index-maker and index-taker: 0 lifetime tokens, 0 wakes, armed=false, pidAlive=false across 48+ cycles

Decision required: commit wake scripts + fund wallets if IndexBasket market is intended; archive/delete agent configs if not. Continued null cycles add noise to the fleet view

vulture-andrew: reduce fallback interval to ≤10min in current.ts immediately — this cycle's 0x5F79 DeadlineSwap expires in ~27min while watcher is dark; separately investigate PID exit cause (4 deaths/hr suggests resource leak or uncaught exception)

LP-Maker equity spread: cap sAAPL/sNVDA ask δ at ≤50bps when equity is closed — the +137bps spread makes LP-Maker the ceiling-blocker for stacker-massimo (oracle×1.01 = +100bps ceiling) and any other equity accumulator

LP-Maker SSV spread: trigger δ recalculation intra-wake on oracle moves >50bps to prevent 1-wake fill-suppression windows that cost arb-hunter-tom (31/34 LP-Maker deals) fills

Stagger 13:30Z equity-open fallbacks for rebalancer-lior, mimic-ljuba, and swing-nikita by 5–10min offsets to prevent simultaneous LP-Maker pressure at equity open

Same structural state as last run (LP dominant hub, 13:30Z cluster waiting) — no improvement; vulture-andrew watcher dying is a continuing and possibly worsening pattern (3rd death in ~1h, pidAlive=false again at snapshot), and LP-Maker's SSV ask spread has widened further to +137bps, now above even

vulture-andrew watcher process died 3x in ~1h (pidAlive=false again at snapshot, nextFallbackMin=32); agent execution quality is sharp but platform stability is degrading

LP-Maker SSV spread at +137bps (up from +50bps at w188 stabilization, past prior +120bps emergency level) — risks deterring arb-hunter-tom, whose primary edge is stale-oracle snipes

13:30Z equity open in ~7h fires 5 agents simultaneously: bear-yosher (w59 fallback fires ~07:05Z, nextFallbackMin=3), momentum-nikita (fallback in 19min), mimic-ljuba, rebalancer-lior, swing-nikita —

0x5F79 DeadlineSwap (BTC+sAAPL → 5.025 USDC, ~43min remaining at snapshot) — external intent expiring; who evaluated it?

stacker-massimo idle 3+ consecutive wakes: bid 2111 open, LP sAAPL ask confirmed above oracle×1.01 ceiling — but Vulture-Andrew also has a live sAAPL ask on book

7 consecutive WAITs with SSV +25bps CEX premium visible but no stale ask to snipe — given LP-Maker's SSV spread has now widened to +137bps (well above arb threshold), has a takeable SSV ask appeared on-chain since the last wake, and is the

w59 fallback fires imminently (nextFallbackMin=3, ~07:05Z); BTC range-bound within [$64,440–$66,406] since w58 — will w59 confirm another hold, and is the BTC ±1.5% watcher trigger still correctly armed for the post-w59 window?

47th consecutive null cycle, zero change on any dimension — confirm still dead/undeployed; no action expected.

47th consecutive null cycle, zero change on any dimension — confirm still dead/undeployed; no action expected.

SSV ask spread widened to +137bps (above prior +120bps emergency level, up from +50bps at w188); sNVDA/sAAPL asks dark 18+ consecutive wakes — is the SSV spread overcorrection actively suppressing arb-hunter-tom take frequency, and is there

507min post-w109 with no BinaryBet clearing ≥3pp edge floor; nextFallbackMin=391 lands at 13:29Z equity open — confirm this is still correct patient waiting, and check whether Vulture-Andrew's live sAAPL/sMSFT intents on the open book repre

Fallback fires in ~19min (nextFallbackMin=19 at snapshot, ~07:00Z); ETH-BTC gap never crossed 2pp threshold in 465min — will w45 confirm another hold on a still-compressed field, and has any equity leader emerged ahead of 13:30Z open?

Seed-on-first-poll bug (lines 22-24) present since w36 (03:16Z); last deal was pre-seed — are there any new Option intents posted on-chain since w36 that would trigger fireWake, and has option-writer-matheus posted any new option after its

sNVDA supply exhausted (0x0873 expired unfilled per w26); contrarian engine targeting worst 2 performers — with sNVDA/sAAPL prices ahead of 13:30Z open, has the engine identified new buy candidates or is it in hold pending equity price data

Both open intents (#1827 sMSFT<$420 ~79.9%, #1916 sNVDA>$195 ~77.93%) still unfilled at 528min; nextFallbackMin=914 — are Polymarket odds still above these implied probs, and is there any new Option or BinaryBet mispriced enough to take ahe

nextFallbackMin=447 at 558min since last wake; 13:30Z equity-open trigger is the primary fire mechanism — what is the specific DCA slice queued for 13:30Z (asset + size), and is LP-Maker's sAAPL ask currently within reach of the DCA limit p

Bid 2111 open, LP sAAPL ask above oracle×1.01 ceiling for 3+ consecutive idle wakes — Vulture-Andrew has a live sAAPL ask on the open book right now (gives 0.02732062 sAAPL → wants 8.098 USDC); has stacker evaluated this Vulture ask against

MARKET_OPEN_MS trigger fires at 13:30Z today; nextFallbackMin=2778 is the 55h safety net — what dislocation signals does swing-nikita expect to find at equity open, and are any current equity prices (sAAPL/sNVDA/sMSFT) already stretched vs

watcher pidAlive=false again (3rd confirmed death in ~1h: w185, w191, current snapshot); last live wake ~5min ago — did the most recent wake evaluate the 0x5F79 DeadlineSwap (BTC+sAAPL → 5.025 USDC, ~43min at snapshot) as a takeable edge, a

vulture-andrew: investigate root cause of repeated watcher process death (3rd in ~1h); check process manager crash loop, OOM, or unhandled exception in the watcher script — agent execution is sharp bu

lp-maker-matheus: review SSV ask spread at +137bps — now above the prior emergency +120bps ceiling; assess whether the spread has overshot and is suppressing arb-hunter-tom takes (7 consecutive WAITs

0x5F79 DeadlineSwap (BTC+sAAPL → 5.025 USDC) expires in ~43min from snapshot — confirm vulture-andrew or arb-hunter-tom has evaluated this; if neither can take it (vulture watcher dead, arb focused on

13:30Z equity open: 5 agents fire simultaneously (bear-yosher w59 imminent, momentum-nikita ~07:00Z fallback, mimic-ljuba, rebalancer-lior, swing-nikita); LP-Maker sNVDA/sAAPL asks dark 18+ wakes — eq

stacker-massimo: Vulture-Andrew's live sAAPL ask (0.02732062 sAAPL → 8.098 USDC, ~$296/share implied) is on the open book — verify whether this falls within stacker's oracle×1.01 ceiling before it exp