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.

bestTake=null both surfaces; no crypto latency edge ≥10bps on spendable assets

new crypto swap or binary bet >1948 (or 30min)

Summary: Swap surface delivered two fills since last summary: deal #175 (w251, +21bps BTC swap) and deal #176 (w254, +13bps SSV) — same CEX-lag pattern as deals #167-168. Binary surface remains structurally dry: 0 near-decided BTC/ETH bets with ≥0.5% CEX margin across w249-w254. Outstanding issue: w248 self-identified a posterGives/posterWants label-direction inversi

Step-1 question answered: w249+ did catch CEX-lag swap edges (deals #175 +21bps, #176 +13bps SSV) but no binary latency take — w252/w253 both confirm 0 BTC/ETH bets within 30min expiry at ≥0.5% CEX margin. The w248 label-direction bug on deal #169 is the live code risk: mis-computed edge from inverted posterGives/posterWants perspective; will misfire again.

Binary: 0 near-decided bets w249-w254; no maker (bear-yosher, mimic-ljuba) posting BTC/ETH bets near CEX threshold. Swap: functional — 2 fills against LP-Maker-Matheus (#175, #176); 15/17 lifetime visible deals against that counterparty.

Sound and self-correcting — agent caught the w248 label inversion in-wake ('MISTAKE, should have taken #1889'), correctly held w249-w250/w252-w253 (verified: no edge ≥10bps), and identified w251/w254 fills cleanly. However, the label bug is a code-level defect, not just a one-off reasoning lapse — it will recur. HIGH_WATER discipline (1894→1915→1924→1930→1937→1941) across all wakes is clean.

new crypto swap (no stock leg) > HIGH_WATER 1941

new binary bet (template=BinaryBet) > HIGH_WATER 1941

30-min fallback (armed, nextFallbackMin=23)

Primary swap counterparty — 15 of 17 visible settled deals; still active on SSV/ETH/BTC despite sNVDA ask dark

2 lifetime swap fills; posts stale resting swaps arb-hunter can snipe

Posts BinaryBets below-market; potential binary latency target if near-decided — but none near threshold in 6 wakes

Posts BinaryBets mirroring recent bets; could supply near-decided binary surface

None confirmed. w249-w253 holds verified by in-wake logs (no swap ≥10bps, no binary ≥0.5% CEX margin). w248 deal #169 was a misfire (label bug), not a missed opportunity. No evidence of a takeable intent the agent bypassed.

CRYPTO/STOCK sets cleanly gate out sAAPL/sNVDA/sMSFT swaps where no CEX feed exists — avoids spurious wakes on stock-leg intents

isNewBinaryBet triggers on any new BinaryBet > HIGH_WATER, letting the main agent apply the 30-min/0.5% filter — correct separation of concerns

30-min fallback appropriate for a latency-arb taker that needs periodic book scans even without a new intent

HIGH_WATER maintained per-wake (1941 after w254) prevents re-examining stale intents efficiently

isNewBinaryBet fires on every new binary regardless of expiry — consumes a full wake on freshly-posted long-dated bets that will always fail the 30-min window i

No fire trigger on expiry-proximity of *existing* binaries (e.g., an intent posted hours ago that is now within 30min of expiry won't fire the watcher — only th

Add an expiry-proximity scan inside runWatchLoop: for any open binary bet already above HIGH_WATER, if time-to-expiry ≤ 35min and it hasn't fired, call fireWake immediately. This catches the case where a binary crosses into the actionable w

posterGives/posterWants label direction inversion (w248, deal #169)

Agent computed swap edge on intent #1888 by reading posterGives/posterWants from the taker's perspective rather than the poster's — direction inverted, edge sign wrong. Self-identified in-wake ('MISTAKE') but no fix applied. Will recur on any near-floor swap where the two interpretations yield oppos

In CLAUDE.md / swap-edge skill: add explicit comment that posterGives = what the poster gives away (agent receives it) and posterWants = what the poster demands (agent pays it). Add a sanity check: if abs(edge) < 20bps, verify direction by checking which asset flows to the agent — skip if ambiguous.

Existing near-expiry binaries not triggering watcher — fallback is the only catch

Watcher only fires on *new* binary intents > HIGH_WATER. A binary posted before HIGH_WATER that crosses into the 30-min expiry window mid-watch-cycle is invisible until the 30-min fallback fires. On a 30-min fallback cadence this creates up to a 29-min blind spot near expiry.

Add a per-tick scan for open BinaryBets (any intentId) with expiry within 35min; fireWake if any found and not yet in a seen-and-rejected set. This closes the window between watcher start and fallback for crossing bets.

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).

Summary: At w57 (21:56 UTC June 14), both BTC and ETH momentum signals fired HALT simultaneously — BTC had climbed persistently above $64,500, making the planned $66k re-anchor immediately OTM on any fill. Agent correctly cancelled the $66k intent (open_intents now 0), entered HALT mode, and relaunched a HALT-specific watcher. No w58 wake has occurred in the 69 min s

HALT fired correctly at w57 on dual BTC+ETH momentum; the $66k re-anchor was NOT posted (open_intents=0 confirms it). Watcher is alive and armed for the next scheduled check at ~02:56 UTC (5h fallback) or June 15 17:49 UTC (deal 159 pre-expiry). The HALT has not cleared — no w58 data exists. Deal 159 (4 USDC locked, BTC<$64,500) is OTM and likely a loss unless BTC reverses >2% before June 15 17:59 UTC.

BTC climbed persistently above $64,500 through w56–w57, triggering the mission's >2% persistent-climb HALT rule. 9 consecutive unfilled BTC-BELOW intents (w46–w55) and the BTC price rising through three consecutive anchor strikes ($65k → $64,800 → $66k re-anchor attempt) confirm the market moved aga

Sound, and solving the RIGHT problem. The agent tracked BTC through 9 unfilled $65k intents, correctly tightened to $64,800 when BTC dipped, then re-anchored at $66k when BTC broke upward — then correctly halted when dual momentum signals fired. The HALT watcher is minimal and purpose-built. No re-derivation churn detected post-w53; the cadence shift to HALT mode reflects genuine state change. One

Deal 159 betExpiry pre-fire: June 15 17:49 UTC (fixed timestamp check every 60s)

5h fallback: ~02:56 UTC June 15 (armWatcher fallbackMs=5h)

MISSING: price-based reversal trigger — if BTC drops >2% from HALT level, no wake fires until the 5h fallback

Only named counterparty in settled_deals_detail; mirrors directional bets, natural BinaryBet counterparty

Takes near-decided binaries; would only engage if BTC bet becomes near-decided (not the case while OTM)

Takes clearly-mispriced binaries; might take a resting bear bet if BTC falls sharply post-HALT

Values BinaryBets vs Polymarket implied; possible counterparty when HALT clears and new bets post

None in HALT mode — by mission design, no new bearish bets or DCA. No book-taking opportunities are relevant while the agent is correctly paused.

Fires exactly 10 min before deal 159 betExpiry — correct for a locked-capital event requiring action (settle or write off)

5h fallback is appropriate cadence for a patient directional agent in HALT re-check mode

Zero-LLM, minimal, cannot fire spuriously on book events — correct for HALT posture

Comment block correctly states what HALT prohibits (no new bets, no DCA)

No price-based reversal check: if BTC drops >2% (e.g., back below $64k) before the 5h fallback, the agent sleeps through a valid re-entry window for up to ~4h

Add a price-poll leg inside the runWatchLoop: if spot BTC falls more than 2% below the HALT-trigger level (e.g., below ~$64,000 given BTC was ~$65.3k at HALT), fire a wake labeled 'momentum-reversal candidate — re-check SHORT thesis'. Keeps

HALT watcher blind to price reversals

Current HALT watcher fires only on deal 159 expiry pre-fire (17:49 UTC June 15) or 5h fallback (~02:56 UTC June 15). If BTC reverses sharply post-HALT (drops >2%), the agent sleeps through a re-entry window for up to 4h55min, burning opportunity and token budget on a stale HALT.

Add a BTC price-poll inside runWatchLoop: fetch oracle BTC spot; if BTC < (HALT_TRIGGER_PRICE * 0.98), fireWake('momentum-reversal candidate'). HALT_TRIGGER_PRICE ~$65,300 (BTC at w57), so threshold ~$63,994.

Deal 159 (BTC<$64,500) OTM with 19h to expiry — 4 USDC likely lost

Deal 159 locked 4 USDC at BTC<$64,500 strike. BTC is currently above $64,500 (confirmed by HALT trigger). Unless BTC reverses by ~19:59 UTC June 15, this resolves against the agent. The watcher correctly pre-fires at 17:49 UTC to attempt settlement or write-off.

No action needed — watcher pre-fire is correctly positioned. Accept the 4 USDC loss if BTC doesn't reverse; the HALT correctly protected further exposure.

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: 40th consecutive null cycle — confirmed unchanged from prior summary. watcher.armed=false, watcher.pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes. No provisioning signal (wallet, config, env var, wake script) has appeared in any run to date. IndexBasket LONG-side market remains entirely offline. Structural absence, not a failure — the ag

40th null cycle confirmed. armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes — index-maker has never executed a single wake. Nothing changed since last run. IndexBasket LONG-side is structurally absent.

watcher.armed=false, watcher.pidAlive=false, wake_script_source=null, metrics.wakes=0, metrics.tokens_lifetime_usd=0 — agent was never provisioned; no process, no script, no wallet activity on record

N/A — zero wakes, no reasoning observed in any cycle.

MISSING: no wake script exists; nothing can fire this agent

natural SHORT-side counterparty to LONG IndexBasket intents — but index-taker is also unprovisioned (health=unknown, 0 wakes)

unmeasurable — agent has never woken; watcher blind to book by definition

wake_script_source is null — no script exists at all; agent cannot self-schedule or respond to any trigger

Provision a wake script and wallet before any other analysis is meaningful — everything else is moot until the agent can run.

Agent never provisioned — 40 consecutive null cycles

index-maker has 0 lifetime tokens, 0 wakes, no wake script, no armed watcher, no pid. This is not a crash or infra failure — the agent simply does not exist as a running process. IndexBasket LONG-side market is fully offline as a result.

Deploy agent: create wake script, fund wallet, set up watcher. Coordinate with index-taker (also unprovisioned) — both sides must launch together or the market remains dark regardless.

IndexBasket market fully dark — both maker and taker unprovisioned

index-maker (LONG side) and index-taker (SHORT side) are both at 0 wakes, 0 tokens, no scripts. The entire IndexBasket instrument is offline with no counterparty flow possible.

Joint provisioning decision needed: either deploy both sides together or formally sunset the IndexBasket instrument from the roster.

40th null cycle confirmed. armed=false, pidAlive=false, wake_script_source=null, 0 lifetime tokens, 0 wakes — index-maker has never executed a single wake. Nothing changed since last run. IndexBasket LONG-side is structurally absent.

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: 40th consecutive null cycle — no change from prior 39 identical cycles. armed=false, pidAlive=false, nextFallbackMin=null, wake_script_source=null, 0 wakes, $0 lifetime tokens. Index-maker (sole source of LONG IndexBasket intents and only natural counterparty) remains health=unknown and equally undeployed. Both sides of the IndexBasket market remain complete

Confirmed 40th null cycle. armed=false, pidAlive=false — not crashed, never started. No regression; this is a deployment gap: the IndexBasket market requires both index-maker (to post LONG intents) and index-taker (to audit and SHORT them) to be live simultaneously, and neither has ever woken.

0 wakes, 0 tokens, wake_script_source=null, watcher.armed=false, watcher.pidAlive=false across all 40 observed cycles. Index-maker identically undeployed (health=unknown, 0 deals in fleet roster). No LONG IndexBasket intents exist to take; no taker process exists to take them.

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

MISSING: no wake script deployed — wake_script_source=null

MISSING: no fallback timer — nextFallbackMin=null

Sole source of LONG IndexBasket intents; index-taker's only natural counterparty by design

Undeployed — health=unknown, 0 deals, no

none — index-maker has posted 0 LONG IndexBasket intents (also undeployed); there is nothing on the book to take

No script exists (wake_script_source=null) — agent is not deployed at all

No watcher process, no fallback timer, no process alive

Deploy the agent with a wake script that polls the indexer for verified LONG IndexBasket intents and fires when one appears; cadence of ~15–30 min is appropriate given index-maker's patient publishing rhythm. Coordinate with index-maker dep

index-taker never deployed — 40 null cycles

wake_script_source=null, armed=false, pidAlive=false across all observed history. $0 lifetime spend. The agent has never run once.

Deploy index-taker with a watcher that polls the indexer for LONG IndexBasket intents; block on index-maker being live first, as there is nothing to take without it.

index-maker equally undeployed — market has no supply side

Index-maker is the sole source of LONG IndexBasket intents. It shows health=unknown and 0 deals in the fleet roster. Even a correctly deployed index-taker would find an empty book.

Deploy index-maker first; confirm it is posting LONG IndexBasket intents to the book before activating index-taker.

Confirmed 40th null cycle. armed=false, pidAlive=false — not crashed, never started. No regression; this is a deployment gap: the IndexBasket market requires both index-maker (to post LONG intents) and index-taker (to audit and SHORT them) to be live simultaneously, and neither has ever woken.

LP-Maker-Matheus

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

ETH bid #1929 inverted at +13.7bps — active arb risk. Cancelled immediately without waiting for next wake.

Summary: Prior run confirmed sNVDA ask dark w157–w163 with no repair; SSV guard bug (17 TXs at w158) was flagged as pending fix. This run (w164–w171): sNVDA ask STILL dark — wake-script comment at w171 explicitly states `sNVDA<203.98 (ask DARK)`, now 14+ consecutive wakes with no restock. BTC ask is ALSO dark (wake-script: `BTC<65147 (ask DARK)`), book stuck at 10/12

sNVDA ask dark 14+ consecutive wakes (w157–w171), BTC ask also dark — book degraded to 10/12 with zero inventory-restock mechanism visible. Equity is growing (+$48.01 vs $700 start) and the agent is healthy/alive, but structural inventory depletion on two instruments is unresolved and the $74.65/5h token burn rate implies pool exhaustion in ~6h.

w171 wake-script comments confirm both `sNVDA<203.98 (ask DARK)` and `BTC<65147 (ask DARK)`. Agent runs bid-only on both instruments — it has no sNVDA or BTC inventory to offer on the ask side. No restock mechanism exists: LP-Maker is a pure maker and cannot self-replenish by taking from the book. B

Sound reasoning on the correct problem — the agent correctly identifies inversions, applies volTerm repricing (0.5×move), runs SSV guard, and manages cluster expiries with prefire timers. However, it is solving quote-management problems while a structural inventory depletion on two instruments (sNVDA, BTC ask) goes unaddressed. The agent cannot fix this itself, but it also never flags it as a bloc

Price crosses band for ETH/BTC/SSV/sAAPL/sMSFT (band checked every 60s)

sNVDA drops below 203.98 (bid guard only — no upper trigger since ask is dark)

BTC drops below 65147 (bid guard only — no upper trigger since ask is dark)

New fillable swap intent posted by any non-self address

Prefire timer: 23:38 UTC (7min before Cluster B #1927 BTC bid expires 23:45 UTC)

14/40 recent deals — dominant counterparty, takes LP swaps on latency arb

6/40 recent deals — active swap counterparty

5/40 recent deals — rotates into LP quotes on momentum moves

3/40 recent deals — takes mispriced or expiring LP quotes

3/40 deals — needs sNVDA/sAAPL asks; sNVDA ask dark so half its demand unserviceable

6/40 recent deals — whale taking LP swaps; not a managed agent

w165: attempted accept on #1880/#1871 but both were cancelled by poster before fill — not an agent miss. No evidence of fillable swap intents the agent failed to respond to; watcher's new-intent trigger appears functional.

Price-band triggers for all 6 instruments with per-instrument logic (band vs one-sided guard for dark asks)

Prefire timer for Cluster B #1927 BTC bid expiry (23:38 UTC, 7min early) — proactive cluster management

New fillable swap trigger (non-self poster, correct FILLABLE set) — respects taker flow

90min fallback ensures no missed repricing window

Zero-LLM watcher; correct cadence (60s poll)

No escalation trigger when ask-side inventory for any instrument is zero — dark state is permanent until manually noticed

BTC ask dark for multiple wakes but watcher only guards the bid (BTC < 65147) — correct given dark state, but there is no signal that would trigger an inventory

Add a `core`-level inventory-low alert (or a counter in agent state) so that when ask-side inventory hits zero on any instrument, the wake fires an escalation or posts a log entry that Step-2 can surface — right now the dark state is invisi

sNVDA ask dark 14+ consecutive wakes — no restock path

sNVDA ask confirmed dark w157–w171 (wake-script `sNVDA<203.98 ask DARK`). Agent runs bid-only. No mechanism exists within the LP-Maker mission to restock ask-side inventory. Book at 10/12.

Define a restock policy in CLAUDE.md: e.g., when sNVDA inventory falls below X USDC-equivalent, take a small sNVDA ask from any available counterparty (Stacker-Massimo posts bids) or accept a delivered swap. Without this, the gap is permanent.

BTC ask also dark — second inventory depletion unresolved

BTC ask dark confirmed in w164–w171 wake-script (`BTC<65147 ask DARK`). Combined with sNVDA dark, book is at 10/12. w169 momentarily showed 11/12 suggesting brief BTC ask recovery, but it re-darkened by w170.

Same restock policy needed for BTC. Determine if BTC ask was consumed by 0xBd6a…9863 whale (6 deals) and add whale-triggered restock logic.

Watcher died at w166 — required manual restart

w166 log: 'Watcher from wake 165 died; user manually restarted. Rearmed watcher with update.' Watcher PID lifecycle fragility — if unattended, a dead watcher means no prefire or price-band triggers fire until fallback.

Investigate why watcher died post-w165 (was it an unhandled exception in the watch loop?). Add a crash-restart supervisor or ensure the fallback TS is always short enough to recover from a dead watcher within an acceptable window.

Token burn $74.65/5h (44.8% of pool) — pool exhaustion risk

At $74.65 in 5h, the implied daily rate is ~$357. At 44.8% of pool consumed in 5h, pool exhaustion occurs in ~6h at current pace. This is the highest per-agent burn in the fleet.

Audit what is driving token cost — multi-TX repricing wakes (w167: 34 TXs) are gas-heavy but cheap in LLM tokens. If LLM calls per wake are the driver, consider caching oracle reads or reducing reasoning depth on no-change wakes (w166, w168, w171 all correctly fired 0 TXs but still consumed tokens).

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: w106–w109 (past ~5.9h) all hold: only #1827 (−15pp) and #1916 (sNVDA, below 3pp floor at realistic vol) visible as binaries — Step-1 question confirmed, no ≥3pp taker edge on book. seenIntentIds concern: the in-memory seen set means #1916 won't re-fire a wake, but this is intentional — the 15h fallback (~Mon 13:30 UTC) specifically covers it. No date regress

No ≥3pp binary on book (w109 cites #1827 at −15pp and #1916 below floor); 3pp edge floor and one-move rule applied correctly across 8 consecutive hold wakes since w102. Bear-yosher dark on binary postings = market constraint, not agent fault. Fallback armed at 869 min (~Mon 13:30 UTC) for #1916 re-assessment; no infra issues.

bear-yosher has no open binary intents on book (Step-1 confirms); entire binary surface = #1827 (−15pp) + #1916 (sNVDA, below 3pp floor); all 8 wakes w102–w109 show edge floor unmet, with specific intent IDs and edges cited each time

Sound and on-mission. Each hold names the specific intent ID and precise taker edge (−65pp, −15pp, +2pp, below-floor at realistic vol) against the 3pp floor — quantitative discipline, not vague hesitation. Not re-deriving cold; reasoning is incremental per wake. No sign of churn or wrong-problem solving.

new BinaryBet posted on book (60s poll, fires immediately)

15h fallback → Mon ~13:30 UTC for #1916 sNVDA re-assessment (intentional, not a gap)

primary binary counterparty (18 historical deals via custom live); currently dark on binary postings

awake, health ok, but no open binary int

4 historical deals on custom live channel; posts binaries repriced to Polymarket distribution

posts baited/sharp binaries as part of its mission — potential taker source; no confirmed historical deal with mimic-ljuba

none — w104 correctly rejected #1848 (+2pp BTC from bear-yosher) as below 3pp floor; no binary ≥3pp has appeared on book since; w109 confirms current board still below floor

fires immediately on any new BinaryBet — zero latency for the primary taker signal

15h fallback correctly targets Mon 13:30 UTC stock open for #1916 re-assessment (869 min from ~22:31 UTC Sun ≈ 13:00 UTC Mon, acceptable rounding)

baseline-on-first-read prevents spurious fire on stale intents after watcher restart

60s poll appropriate for watching new intent flow

zero-LLM watcher, has fallback, mission-aligned triggers

seen set resets on watcher restart — any binary already on book at restart time is baselined and won't re-fire; only the 15h fallback rescues it; a mid-week res

no explicit cap or dedup if multiple new BinaryBets land simultaneously (minor — fireWake returns after first match, safe enough)

On watcher start, scan the initial intent list for any existing BinaryBet that meets the edge criterion (peek at oracle-repriced edge before baselineing) and fireWake immediately if found — eliminates the restart blind spot without adding a

watcher restart silently baselines existing binaries into seen — up to 15h blind spot

After any watcher restart, all current intents (including live binaries) are added to seen without evaluation. If a ≥3pp binary was posted before the restart, it will not fire a wake until the 15h fallback. Current board has no ≥3pp binary so this is not blocking now, but the structural gap exists a

At watcher start, evaluate existing binaries against the edge criterion before populating seen — fireWake on any that already qualify, then baseline the rest. Alternatively add a 2h secondary fallback to bound the worst-case delay.

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: w43 (22:28 UTC) fired as another hold (fast 0.23pp, ETH near leader) — 12 consecutive holds since w31, all on compressed crypto gaps. Portfolio passive ATH $104. The w43 watcher dropped the prior dual fast/slow lookback and replaced it with an intra-wake baseline gap (prices captured on first poll vs. current), keeping the 2pp threshold but shrinking the mea

Agent correctly waiting — 12 consecutive holds, crypto gaps compressed ≤1.73pp all day. Key structural change: w43 watcher measures momentum from a dynamic first-poll baseline (intra-wake), not the historical fast/slow dual-confirm that anchored the prior hold streak. 2pp threshold preserved but the lookback window is now as short as one poll cycle.

All 12 holds cite gaps well below 2pp threshold (0.076pp–1.730pp observed w36–w43); 0 trades is the correct outcome given mission rules. 9 lifetime deals settled cleanly, 6 with LP-Maker-Matheus. Market is liquid but momentum signal absent.

Sound, solving the right problem. Dual-confirm rule correctly prevented chasing 0.076–1.73pp noise all day Jun 14. The w43 simplification (drop historical fast/slow → intra-wake baseline) is a real behavioral change worth scrutiny, but the hold decisions themselves were correct throughout the run.

Crypto gap ≥2pp from first-poll baseline (BTC/ETH/SSV) — intra-wake measurement

New fair-value SSV seller ≥$2 notional (≤oracle×1.005) on the open intent book

US market open 13:30 UTC Jun 15 — re-expand to full 6-name universe

MISSING: No 'seen' set carryover across wakes for SSV sellers — every new watcher session re-baselines seen intents from live state, so an SSV seller posted bet

Primary taker for all momentum swaps; 6 of 8 visible settled deals. sNVDA ask dark but crypto/other instruments live.

1 settled swap deal; will take fairly-priced momentum swaps opportunistically.

1 settled deal; date-regression bug (fires Sun 06-15 ~14:30Z not Mon) — less predictable until corrected.

None visible — all gaps w36–w43 were ≤1.73pp, below the 2pp threshold. No evidence of a ≥2pp crypto gap the agent was positioned to take but didn't.

Dynamic first-poll baseline — no stale hardcoded prices, baseline always reflects current session

Crypto-only scope while US markets closed (stocks frozen at close) — correct universe restriction

SSV seller book trigger adds opportunistic taking dimension without loosening the momentum threshold

US market open time trigger correctly re-expands universe at 13:30 UTC Jun 15

8h fallback ensures at least one wake overnight before market open

Intra-wake baseline gap (first-poll → next-poll within same watcher session) is a shorter, more reactive lookback than the prior dual fast/slow historical windo

SSV seller 'seen' set resets each watcher start — a seller posted between wakes and taken before first poll is invisible (no carryover)

No explicit polling interval stated — runWatchLoop cadence undefined in visible source; too-frequent polling wastes tokens and could fire on micro-swings

Re-anchor the momentum baseline to a fixed lookback (e.g., prices 6h ago from priceHistory, not first-poll-this-session) to restore the historical-window signal the prior dual fast/slow watcher used — the intra-wake baseline is more reactiv

Momentum measurement window narrowed: intra-wake baseline vs. prior dual fast/slow lookback

w43 watcher measures gap from prices captured at watcher start (first poll), not from historical fast/slow windows. This means a 2pp intra-session move fires the agent — the dual-confirm rule that produced 12 disciplined holds is now absent from the watcher logic. The 2pp threshold remains but the d

In current.ts, replace dynamic first-poll baseline with a fixed historical lookback (e.g., 6h price from priceHistory file). Re-introduce a second confirmation window (e.g., 2h lookback also ≥1.5pp) if churn-prevention was intentional.

SSV seller 'seen' set does not persist across watcher restarts

seen is initialized from live intents on first poll of each new watcher instance. An SSV seller that appears and is taken between w43 end and next watcher's first poll is invisible — the agent could miss it entirely.

Persist seen set to disk (e.g., data/wake/ssv-seen.json) and load on watcher start; prune stale ids (>24h) to bound size.

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.

Intent #1924 fails both edge bar criteria: premium 3% of notional exceeds 1-2% threshold; expiry 87min below 4h threshol

Summary: 5 lifetime deals (all vs 0x57F8…B0ff / option-writer-matheus); $26.81 PnL on $1.47 lifetime token spend — selection discipline intact. #1849 confirmed in seenIntentIds after w34 rejection, but moot: 1.47h expiry at 18:53 → expired ~20:20, well before w35 fired at 21:19. w35 evaluated #1924 (3% premium, 87min expiry) via fallback wake; correctly rejected both

Alive and correctly idle. #1849 blind spot was real but harmless — it expired ~60min before w35 fired. No option since w28 has met the dual-bar (≤1-2% premium AND ≥4h expiry); 0 deals in 7 wakes is the option-writer-matheus supply problem, not a taker defect. Next fallback in 337min (~04:42 June 15).

All 4 post-w28 options (#1600, #1641, #1849, #1924) failed at least one dual-bar criterion — premiums 3–40× fair or expiries <2h. Sole counterparty 0x57F8…B0ff / option-writer-matheus is not posting ≥4h, ≤1-2% premium options.

Sound, solving the right problem. Dual-bar applied consistently across w30–w35 with distinct quantitative justifications per intent. No churn. The only concern was whether #1849 would re-trigger — it couldn't (seenIntentIds), but it expired before it mattered, so no opportunity was missed.

New audited ETH/BTC option intent appears (not in seenIntentIds)

6h fallback (nextFallbackMin=337, fires ~04:42 June 15)

Sole historical counterparty across all 5 deals; template hash matches. Currently posting short-dated / overpriced options that don't clear

Mission includes writing a small-shade binary; may post audited options matching the template hash, but no confirmed deal with option-taker.

active (4 deals), but no evidence of aud

None. #1849 (5% premium, 1.47h expiry) failed both dual-bar criteria at w34 — correct reject. It expired ~20:20, 59min before w35. No other compliant option appeared. seenIntentIds blind spot on #1849 was structurally real but produced no missed take.

Filters by AUDITED_TEMPLATE_HASH before any LLM call — prevents taking unaudited custom deals

ETH/BTC asset filter correct for mission scope

60s poll cadence appropriate — options are short-lived, tighter poll justified vs rebalancer-class agents

6h fallback ensures the agent scans the full book even if seenIntentIds blocks all new-option triggers

seenIntentIds prevents redundant LLM evaluations of already-rejected intents — correct optimization given fixed premiums

seenIntentIds persists across the watcher's lifetime: any option visible at watcher initialization is permanently invisible to wake triggers. For the ≥4h-expiry

Add a TTL-based eviction from seenIntentIds (e.g., remove IDs not seen in the last 2 polls) so options that briefly disappear and reappear — or that pre-date a watcher restart — can re-trigger evaluation without waiting for the 6h fallback.

seenIntentIds never evicts — options pre-dating watcher start require 6h fallback

On watcher init, all current audited options are seeded into seenIntentIds. If the watcher restarts while a compliant (≥4h, ≤1-2% premium) option is live, that option won't trigger a wake until the 6h fallback — risking a miss if the option expires within that window.

Evict IDs from seenIntentIds when they are absent from two consecutive polls (they've expired or been taken), rather than accumulating indefinitely. This is a one-line change in the update step.

option-writer-matheus not producing dual-bar-compliant options

All 4 post-w28 options fail at least one dual-bar bar: #1600 (40× fair premium), #1641 (4% premium), #1849 (5% premium, 1.47h), #1924 (3% premium, 87min). The market is structurally thin for this taker.

Tune option-writer-matheus to post at least some ≥4h options at ≤2% premium, or lower the option-taker dual-bar for near-ITM options with shorter expiries.

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.

intent 1921 (sNVDA buy) or 1924 (ETH call) resolves — or 90 min fallback

Summary: ETH calls #1849 and #1878 confirmed expired worthless — zero option deals in settled_deals_detail across all 9 recent settlements (swaps only: LP-Maker-Matheus ×6, Vulture-Andrew ×2, Stacker-Massimo ×1). Option-taker-matheus seenIntentIds blind-spot remains the primary structural block (unchanged since last summary). Major new event at w11 (18:57): mistrade

3 options written, 0 settled — all expired/pending with no taker (option-taker-matheus seenIntentIds block, scope: core). w11 mistrade cost ~$13.41 (accepted a buy when plan was to sell); w12 partially corrected. sNVDA buy intent 1921 risks no fill: LP-Maker-Matheus sNVDA ask is dark (10/12 instruments), leaving no obvious counterparty. Option sleeve structurally offline; contrarian swap engine is live but carries a mis-accept vulnerability.

Zero option deals across all 26 settled deals; #1849 (posted w8 17:50, 1.5h TTL, expired ~19:20) and #1878 (posted w9 17:51, 1.5h TTL, expired ~19:21) both expired with no taker. option-taker-matheus seenIntentIds likely already contained these. sNVDA buy 1921 faces LP-Maker sNVDA ask dark (10/12 bo

Mostly sound for the contrarian engine — Pyth Benchmarks rank correctly drives worst-2 stock selection, and w12 corrective sells were appropriate. However w11 is a clear reasoning failure: agent 'misread intent 1903 as a sale offer when it was a buy,' executing opposite to its plan. The accept-gate pre-check did not verify intent direction before committing 11.73 USDC. This is the second category

intent 1921 (sNVDA buy) leaves the book — fill or expiry

intent 1924 (ETH call) leaves the book — accepted or expired

90-min fallback (nextFallbackMin=64 remaining)

Sole option buyer on the fleet; should be taking ETH call 1924 — blocked by seenIntentIds accumulation (core issue, not writer's fault)

awake (5 deals) but structurally blind t

Primary swap counterparty (6 of 9 recent deals); but sNVDA ask is DARK (10/12 instruments) — sNVDA buy 1921 may not fill here

active for most swaps; sNVDA ask offline

2 recent swap deals; may opportunistically take mispriced sNVDA or option if premium looks cheap

Tech-equity BUYER not seller — competes for sNVDA buys, doesn't supply them; no option interest

As option writer, misses are on the taker side (not this agent's fault). For swap execution: the w11 accept of 1903 was an active mis-execution — the agent should have posted a sell but instead accepted a buy, losing ~$13.41. That is a missed-the-correct-move, not a missed opportunity in the traditional sense.

Watches both active intents (1921 sNVDA buy, 1924 ETH call) for resolution — fires immediately on fill or expiry, no wasted wait

90-min fallback is appropriate for this agent's ~46 min avg gap cadence

60s poll cadence is reasonable; zero-LLM, pure on-chain checks

Correctly tracks the two intents that gate next portfolio moves

No oracle-drift trigger: if ETH moves sharply (option goes deep OTM or ITM), agent sleeps 90 min rather than repricing — relevant for short-term option writing

Does not monitor LP sNVDA ask status; if sNVDA ask comes back online, 1921 could fill but watcher doesn't react faster

Add a price-drift fireWake: if ETH oracle moves >2% from strike $1,738.42 (either direction), fire early so agent can reprice or accept early settlement — a 90-min blind window is risky for a 1.5h-term option.

w11 mis-accept: bought sAAPL when plan was to sell (direction inversion)

Agent accepted intent 1903 (bought 0.04 sAAPL for 11.73 USDC) when its w10 rebalance plan explicitly called for selling sAAPL to reduce overweight. Loss ~$13.41 (11.73 USDC + ~1.68 gas). The agent's accept logic did not verify that the intent's direction (buy vs sell, maker vs taker side) matched th

Before calling acceptIntent, assert: if portfolio plan = 'reduce X', only accept an intent where agent is the SELLER of X (receives USDC). Add a pre-accept direction check in CLAUDE.md guard rules: 'confirm I am on the correct side of the deal before accepting any intent.'

option-taker-matheus seenIntentIds accumulation blocks all new ETH call intents

0 option deals across all 26 settled deals. Three options written (#1849, #1878, #1924), zero taken. Taker's seenIntentIds set grows unbounded, eventually containing every option-writer intent ID — making new options invisible regardless of price. This is a shared SDK/state issue.

Prune seenIntentIds in option-taker-matheus to only retain IDs from the last 2h (or last N wakes); evict expired intent IDs. Alternatively, scope seenIntentIds to 'intents I already evaluated this wake' not 'all intents ever seen.'

sNVDA buy intent 1921 may stall: LP-Maker sNVDA ask dark (10/12 instruments)

Intent 1921 (buy 0.0484 sNVDA for 10 USDC) has no reliable counterparty: LP-Maker-Matheus's sNVDA ask has been dark for 6+ consecutive wakes, Stacker-Massimo is a buyer not seller, and no other agent routinely offers sNVDA. Intent will likely expire at ~60 min TTL without filling.

LP-Maker-Matheus must repair sNVDA ask (check its CLAUDE.md for the missing instrument). Fleet-level: consider whether option-writer-matheus should reprice or extend TTL on 1921 at w15 if unfilled.

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: w57 (22:14 UTC) closed the sAAPL exit saga (w50–w56, 4+ exit-attempt wakes, ~5h of tied-up capital) and deployed two maker binaries: sMSFT<$420 Jun19 (#1827, 7 USDC, 79.94%) and sNVDA>$195 Jun19 (#1916/0x077c, 7 USDC, 77.93%). Both remain resting 50 min into the new watch cycle (nextFallbackMin 1392, ~23h remaining). No new binary counterparties have appeare

polymarket-ljuba is alive and correctly armed, with 14 USDC in two June 19 maker binaries (sMSFT<$420 @79.94%, sNVDA>$195 @77.93%) resting since w56–w57. No new binary taker appeared in the recent batch; the structural counterparty gap persists and is a fleet-level issue, not an agent fault.

0 binary fills across 4 settled deals (only LP-Maker-Matheus swap + Mimic-Ljuba custom visible); no fleet agent is positioned to take the NO side of June 19 sNVDA>$195 or sMSFT<$420 at these implied probabilities; arb-hunter-tom requires near-decided binaries, bear-yosher is bullish tech (wrong side

Sound and on-mission. sAAPL exit logic was correct (horizon trigger → oracle-mid → -1% discount → fill at w56); maker fallback to sNVDA>$195 at $205.10 spot (10.5% buffer, 77.93% implied vs Polymarket distribution) is disciplined. One soft concern: w53 noted 'BTC binary edge requires poll-polyma data' — Polymarket fetch only happens inside the wake, not the watcher, which is correct architecture b

Intent #1827 or #1916 resolves (fill or expiry) → immediate fire

New BinaryBet or Option intent appears on book → immediate fire

24h fallback (nextFallbackMin=1392, ~23h remaining)

Takes near-decided binaries; sNVDA>$195 and sMSFT<$420 are ~4.9 days from expiry and not near-decided yet — fit only materializes as expiry

Picks off mispriced intents; would need to judge these as mispriced vs own view — 46 deals but no recent binary fill on these

Bullish tech equities — wrong side for taking NO on sNVDA>$195 or NO on sMSFT<$420

Mirrors recent bets — if polymarket-ljuba's binaries are copied, mimic-ljuba takes the same direction, not the opposite; prior custom deal w

No takeable BinaryBet or Option intents appeared with ≥3% Polymarket edge since w57 (per wake logs: 'No mispriced taker opportunities, best=null'). sAAPL exit at -1% discount (w55→w56) could be considered a mild give-up vs holding for oracle-mid, but was correct per mission's horizon-exit rule. No attributable missed takes.

Tracks both live intent IDs (1827, 1916) — 0x077c=1916 decimal, no bug

Fires immediately on new BinaryBet or Option intents (correct for a taker-first agent)

24h fallback is appropriate for a patient binary maker on June 19 expiry

Zero-LLM polling loop with baseline-on-first-pass idiom — correct

armWatcher + pidAlive = true; fully armed

No trigger on Polymarket implied-probability shift — agent can't self-wake if Polymarket moves 5% on sNVDA or sMSFT between wakes; must wait for either a new in

No expiry-proximity trigger: as Jun 19 approaches, arb-hunter-tom fit improves but watcher cadence doesn't tighten

Add a Polymarket price-poll trigger: if the Polymarket implied probability for either open position moves >3% since last check, fire immediately — this is the core alpha signal the mission is built on, but currently only sampled during wake

No natural taker for June 19 YES binaries — structural counterparty gap

Both polymarket-ljuba open maker binaries (14 USDC, sMSFT<$420 @79.94%, sNVDA>$195 @77.93%) have been resting since w56–w57 with 0 fills. The fleet has no agent currently configured to take the NO side of these contracts. arb-hunter-tom only activates near expiry; bear-yosher and mimic-ljuba are wro

Fleet-level: consider seeding a directional taker agent (bear-yosher or stacker-massimo) with a small binary-taker mandate for the NO side of tech-equity binaries when implied >75%; or encourage vulture-andrew to price-check these explicitly.

No Polymarket-shift wake trigger — alpha signal sampled only at wake intervals

Polymarket implied distribution (the pricing oracle) is only fetched inside the wake, not in the watcher loop. A 5% Polymarket move on sNVDA or sMSFT won't fire an early wake — the agent waits up to 24h to reprice or exit. For a Polymarket-arb agent this is a meaningful gap.

Add a lightweight Polymarket REST poll inside the runWatchLoop; fireWake if implied probability for either held position shifts >3% vs the value stored at last wake. Store last_pm_implied in data/ so the watcher can compare without an LLM call.

sAAPL exit tied up capital 5+ hours past horizon across 4 wakes (w50–w56)

The agent posted exit at oracle-mid (w50, w54), then -1% (w55), with LP fill sporadic. Total delay ~8h from first exit attempt to fill. Capital was illiquid and the agent acknowledged 'stranded past primary expiry' but had no time-based price-reduction ramp.

Add a time-based price-reduction schedule to the exit playbook: after 1h unfilled at oracle-mid, drop 0.5%; after 2h, drop 1%; cap at -2% (mission acceptable floor). This is an agent-level CLAUDE.md change, not a core change.

polymarket-ljuba is alive and correctly armed, with 14 USDC in two June 19 maker binaries (sMSFT<$420 @79.94%, sNVDA>$195 @77.93%) resting since w56–w57. No new binary taker appeared in the recent batch; the structural counterparty gap persists and is a fleet-level issue, not an agent fault.

Rebalancer-Lior

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

Summary: w48 (06-14T21:44Z, 80 min ago) confirmed the date regression: agent hardcoded '2026-06-15T13:30:00Z' in the wake script calling it 'Monday', but 06-15 is Sunday — the original 06-16 it overwrote was correct. nextFallbackMin=925 (down from 980 last run, time passing normally) confirms Sunday ~14:30Z fire is imminent (~14h away). Plan (trim sMSFT +1.52pp → DCA

Agent is alive and correctly waiting, but the wake script has a concrete one-day date regression: 2026-06-15T13:30:00Z is Sunday, not Monday. It will fire in ~14h on a closed market day. If Sunday's LLM wake repeats the same off-by-one, a 5-minute fast-loop trap is likely. Manual correction to 2026-06-16T13:30:00Z needed before Sunday fires.

Wake script line: `new Date('2026-06-15T13:30:00Z')` with comment '// Monday 2026-06-15T13:30:00Z' — 06-15 is Sunday. w48 log: 'fixed watcher date 2026-06-16→2026-06-15' reversed the correct date. nextFallbackMin=925 → fires 06-15T~14:30Z. No trade blockage yet (market closed weekends anyway), but S

Trading plan is sound and well-sequenced (approve sMSFT → trim → DCA BTC). Market-hours gating is correctly understood (w47: 'requires US market open for stock oracle'). The date calculation is the single failure: w48 LLM treated 06-15 as Monday and 06-16 as wrong — inverted. Sound reasoning solving the right problem, broken by one bad date constant.

Date.now() >= 2026-06-15T13:30:00Z (hardcoded Sunday — WRONG)

Fallback: 2026-06-15T14:30:00Z with Math.max 5-min floor (WRONG date, same bug)

MISSING: correct target 2026-06-16T13:30:00Z (Monday US market open)

Primary swap liquidity provider; filled prior BTC DCA slices

Settled 1 swap with rebalancer (only logged counterparty); may cross on BTC if momentum is long

Takes sMSFT/sNVDA/sAAPL asks — could absorb the sMSFT trim offer

None — sMSFT oracle unavailable on weekends; no actionable crypto gap this window (BTC gap closed in w45 via #1294). Agent correctly not trading.

Zero-LLM watch loop polling every 5 min — correct for patient DCA cadence

MARKET_OPEN_MS gate prevents stock trades before oracle is live — right check

Math.max 5-min floor prevents immediate negative-delay arm

sMSFT pre-approval in place; plan sequencing is correct

Hardcoded date 2026-06-15T13:30:00Z is Sunday, not Monday — fires on closed market

No runtime weekday check: if LLM re-derives the wrong date again on Sunday, the past-date fallback triggers a 5-min fast-loop

Change both date literals to 2026-06-16T13:30:00Z and 2026-06-16T14:30:00Z (Monday). Optionally add a guard: `if (new Date(MARKET_OPEN_MS).getUTCDay() !== 1) throw new Error('MARKET_OPEN_MS is not Monday');` to catch future date regressions

Wake script hardcodes Sunday 06-15 as 'Monday' — fires on closed market

Line `new Date('2026-06-15T13:30:00Z')` with comment 'Monday'. 06-15-2026 is Sunday; 06-16-2026 is Monday. w48 introduced this by correcting the original (correct) 06-16 date. Fallback also points to 06-15T14:30:00Z. Agent will wake Sunday, detect closed market, and either re-arm correctly or loop e

Edit wake_script_source: replace both '2026-06-15' literals with '2026-06-16'. Optionally add `if (new Date(MARKET_OPEN_MS).getUTCDay() !== 1) throw ...` as a guard. Relaunch watcher before Sunday 13:30Z (~14h window).

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 on-price, no sell-side to take, no drift requiring refresh.

Summary: w47 (22:40) clean — 9 consecutive no-action wakes (w40–w47), all correctly diagnose empty sNVDA ask side. Bid 1833 on-price at oracle+0.5%, 10 USDC locked, ~4h+ TTL remaining. LP-Maker's sNVDA ask remains dark for 6+ consecutive wakes (unrepaired); no substitute ask posted by Vulture, Option-Writer, or any other agent in this window. Stacker is mission-corre

Stacker is alive and executing correctly: bid 1833 resting at oracle+0.5%, 10 USDC locked. 0 takeable sNVDA asks across w40–w47 (9 wakes). LP-Maker's sNVDA ask is the primary historical counterparty (4 of 6 settled deals) and has been dark 6+ wakes with no repair. No Vulture or Option-Writer sNVDA sell appeared in this window. Nothing stacker can do until LP-Maker's sNVDA ask is repaired or another agent posts a sell.

LP-Maker sNVDA ask dark w157–w163+ (fleet-side count); 4 of 6 stacker settled deals were LP-Maker sNVDA swaps; 0 posterGives=sNVDA asks from any agent visible across w40–w47

Sound and on-mission. Each wake correctly checks takeable sNVDA ask (≤oracle×1.01, ≤12 USDC), bid 1833 drift/expiry, then holds. Not solving the wrong problem — agent has identified the book is empty and is holding the correct fallback bid. No churn; no re-derives.

intent 1833 fill or expiry (ownIntentResolved)

oracle drift >0.5% from hardcoded $205.10 base

new sNVDA posterGives ask detected in 60s poll loop via newMatches

45-min fallback (primary trigger in practice — all w40–w47 wakes fired via fallback)

Sole reliable sNVDA ask counterparty — 4/6 stacker deals; sNVDA ask dark since w157+, unrepaired

DARK on sNVDA ask (6+ consecutive wakes)

1 historical sNVDA swap deal with stacker; may post sNVDA sells when rotating portfolio, but no sell posted in w40–w47

unknown — no sNVDA posterGives visible t

Posts baited intents including swaps; could post an sNVDA ask, but 0 evidence in w40–w47 window; 46 total deals suggests active but not in t

DCA accumulator buying tech equities, not a seller; won't post sNVDA asks

None confirmed — 0 sNVDA posterGives asks in the open book across w40–w47. If Vulture or Option-Writer posted a short-lived sNVDA ask that appeared and was taken within a 45-min gap between stacker's fallback wakes, newMatches would miss it (seenIntents resets each wake) — unmeasurable from current data.

Fires on own-intent resolution (fill/expiry) — correctly avoids holding a stale bid state

Oracle drift check (>0.5% from bid-post base) fires a refresh wake before the bid drifts too far off-price

posterGives=sNVDA + posterWants=USDC filter is directionally correct — explicitly excludes other agents' bids (posterGives=USDC) to prevent stacker from selling

45-min fallback ensures ≤45-min lag to detect any new sNVDA ask even if newMatches misses it

Zero-LLM, no blocking SDK calls in hot loop; only readIntent/readPrice/readOpenIntents

seenIntents resets to null on each wake: the first poll marks ALL current open intents as 'seen', so any sNVDA ask already in the book when the watcher starts i

ORACLE_BASE hardcoded at $205.10 (w43 bid-post time) — if the agent rewrites the watcher after a re-post, the old base persists in the source until the next ful

On every poll iteration inside runWatchLoop, check directly whether ANY takeable sNVDA ask exists in the current open book (not only via newMatches). The readOpenIntents call already happens — add a fireWake on the first takeable result fou

LP-Maker sNVDA ask dark 6+ wakes — stacker's sole reliable take counterparty unavailable

4 of 6 stacker settled deals are LP-Maker sNVDA swaps. With LP-Maker's sNVDA ask unrepaired (book 10/12), stacker has 0 reliable take targets. No substitute from Vulture or Option-Writer has appeared in w40–w47.

Repair LP-Maker's sNVDA ask posting (the 11th instrument gap). Separately, evaluate whether Option-Writer-Matheus or Vulture-Andrew could be configured to post sNVDA asks as backup sell-side liquidity for stacker.

newMatches seenIntents blind spot — existing sNVDA asks not re-checked within a wake session

seenIntents = null resets on each wake; the first 60s poll initializes to the current book state. Any sNVDA ask already present when the watcher starts is immediately marked 'seen' and won't fire newMatches. Recovery is only via the 45-min fallback, meaning up to 45-min lag to act on a pre-existing

In runWatchLoop, add a direct takeable-ask check on every poll iteration alongside the newMatches call. If any posterGives=sNVDA ask passes isTakeableSnvdaSell, fireWake immediately — no seenIntents dependency needed for this path.

Swing-Nikita

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

Summary: w41 (06-14T22:17) conclusively answers the focus question: NO sell-strength intent posted. All three sell signals (SSV +3.46%, ETH +2.96%, BTC +1.50%) blocked by zero crypto inventory — agent holds 44.2 USDC + 0.06888 sAAPL + 0.178 sNVDA, no BTC/ETH/SSV. 8 consecutive no-trade wakes (w34–w41) are entirely explained by this structural cash trap: it entered th

w41 held — zero crypto inventory made every sell-strength signal inactionable. Portfolio $100.76 unchanged across 8 wakes. Next trigger is US market open Mon 06-15T13:30Z (~14.5h, fired by poll loop, not the 55h fallback). No infra issue; the wait is structurally correct given inventory.

Portfolio = 44.2 USDC + 0.06888 sAAPL + 0.178 sNVDA, 0 BTC/ETH/SSV. Sell-strength signals SSV +3.46% (w39–w41), ETH +2.96%, BTC +1.50% (w41) all inactionable without crypto holdings. SSV closest buy-dip candidate at +1.37% (w40) — sub-threshold and wrong direction. 5 lifetime deals all historical; n

Sound — solving the right problem. Agent correctly diagnoses inventory constraint each wake: w39 'SSV sell-strength blocked by zero inventory', w41 'All actionable signals require selling assets I do not hold'. No churn: each wake adds one price sample and checks threshold cleanly. Gap: agent does not reason about sizing future buy-dip entries to build sufficient sell inventory for subsequent stre

Crypto spot ≥1.5% below hardcoded trailing avg (BTC $64,136.58, ETH $1,670.93, SSV $2.31) — checked every 60s in poll loop

Date.now() >= 2026-06-15T13:30:00Z — US market open, stocks oracle live

55h fallback (≈06-17T01Z) — safety net only, market-open trigger fires first

MISSING: no trigger for trailing-avg refresh — avgs baked in at w41 will be ~14.5h stale by market open

Primary fill counterparty for delivered crypto swaps; deep inventory, 133 deals, quotes near oracle mid — will fill a buy-dip order the mome

Active; crypto swap capability intact de

Currently chasing the same crypto rally — could post crypto asks swing-nikita could take to build inventory, but momentum logic concentrates

Tech-equity accumulator only (sNVDA/sAAPL/sMSFT); no overlap with swing-nikita's crypto buy-dip need

None. All crypto assets are above trailing avgs (sell-strength) — zero inventory makes every sell signal physically impossible. No buy-dip exceeded 1.5% threshold this cycle (SSV peaked at +1.37% below avg at w40, sub-threshold). No actionable opportunity was bypassed.

Correctly restricts to BUY-DIP only (dev <= -THRESHOLD) — sell triggers removed after w41 diagnosed zero crypto inventory

Market-open trigger (Date.now() >= MARKET_OPEN_MS) fires at Mon 13:30Z via 60s poll loop — no need to wait 55h fallback

60s poll interval appropriate for intraday swing signals without excess token burn

Threshold 0.015 (1.5%) consistent with mission spec and prior wakes

55h fallback is a correct safety net for a patient mission that thinks in hours

Trailing avgs hardcoded from w41 snapshot (BTC $64,136.58, ETH $1,670.93, SSV $2.31) — will be ~14.5h stale by market open Monday; a further crypto move could p

No trigger for expanding sell-strength dislocation (informational only while inventory=0, but useful for sizing future buy-entry to capture sell-leg on next str

Fetch trailing avgs fresh from oracle/history at each poll iteration rather than hardcoding the w41 snapshot values — eliminates stale-avg dislocation risk across the multi-hour sleep window.

Structural inventory trap: no crypto to sell during sell-strength market

Agent entered Sunday's crypto rally holding only USDC + small stock positions (0 BTC/ETH/SSV). 8 wakes no-trade. Mission logic is correct but current portfolio composition leaves it unable to profit from any sell-stretch signal until a buy-dip cycle first builds crypto inventory. 44.2 USDC available

On next buy-dip trigger, ensure entry size builds enough crypto inventory for a meaningful sell-leg on the subsequent stretch. Consider logging target post-buy inventory alongside the buy intent so the dislocation loop is explicitly two-sided.

Wake-script trailing avgs go stale over multi-hour sleep

BTC $64,136.58, ETH $1,670.93, SSV $2.31 hardcoded from w41 (06-14T22:17Z). These will be ~14.5h old at Mon market open. If crypto drifts another 1–2% overnight, the dislocation percentage at first Monday wake will be measured against the wrong baseline.

Fetch trailing avgs from oracle/price-history at poll time rather than baking in the w41 snapshot as constants.

w41 held — zero crypto inventory made every sell-strength signal inactionable. Portfolio $100.76 unchanged across 8 wakes. Next trigger is US market open Mon 06-15T13:30Z (~14.5h, fired by poll loop, not the 55h fallback). No infra issue; the wait is structurally correct given inventory.

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.

Crypto prices fell (ETH -$5, BTC -$134, SSV -$0.03), drifting SSV margin from 1.90% to 3.21%. Rival 1946 (1.61%) filled

15 intents, none takeable; soonestExpiry=1781479453; next poll 60s

Summary: pidAlive=false confirmed NORMAL across w147–w154 (agent self-relaunches each wake; armed=true/nextFallbackMin=38 is expected inter-wake state). SSV deal #1813 (taken w141) appears settled — no pending mention in w147+ logs and agent has moved on to fresh SSV bait-sells (1891 at w149, 1942 at w154). Most recent confirmed fill: sAAPL 1894 at w152. Two new stru

Fleet's most active taker (46 deals, 168 wakes) with fully functional toolchain — wakes_failing=false, wake_error=null. Two logic gaps suppress captured margin: a 0.5–1.0% erosion zone neither watcher trigger catches (caused 4 manual cancels at w153), and a concurrent-wake race where rivals below floor still win (w154). Realized PnL $2.08 vs $5.92/5h token burn warrants economics sanity-check.

46 deals (fleet high), sAAPL 1894 filled w152, SSV/ETH/BTC bait-sells actively managed w147–w154; erosion blind spot caused 4 manual cancels w153; concurrent-wake floor-post race confirmed w154; USDC $7.57 < $10 floor at w152

Sound and self-aware — agent correctly identifies the erosion blind spot (w153) and concurrent-wake race (w154) in its own logs, tracks rivals by intent ID (rival 1908 at 1.14% → re-quoted to 1.13% at w151), manages USDC inventory, and avoids known honeypots (seenEdgeIds 779/836/869). Solving the right problem; the two gaps are identified but not yet automated away.

New takeable edge ≥1% (scan-edges, 30s poll)

Quote erosion/undercut (check-my-quotes cancelCmds)

MISSING: mid-range erosion trigger (0.5–1.0% decay not caught by either scan-edges below threshold or check-my-quotes at cancel floor)

3 of 8 recent settled deals; primary swap liquidity source; always on

2 of 8 recent settled deals; posts bait-able swaps

2 of 8 recent settled deals; confirmed swap match

1 of 8 recent settled deals; confirmed swap match

Tech equity bids (sAAPL/sNVDA) overlap with vulture bait-sells; no recent confirmed deal

Binary bets could overlap if vulture posts near-decided positions; unconfirmed

ETH call #1849 (strike $1,738.42, 0.27 USDC premium, ~32 min left at Step-1 snapshot) — likely already in seenIntentIds, making this take structurally blocked regardless of edge. No other confirmed misses in w147–w154; w147 reported 0 takeable edges at that wake. Missed-opportunity metric is partially unmeasurable until seenIntentIds state is externally inspectable.

Fires on new takeable edge ≥1% (scan-edges 30s poll) — right trigger for opportunistic taker; zero-LLM

Pre-expiry trigger (~5 min before soonest expiry) catches time-decay windows without burning a full wake

seenEdgeIds pre-seeded with 3 confirmed honeypots (779, 836, 869) — prevents false fires

2h hard fallback is appropriate for a patient opportunist; no sub-minute thrash

check-my-quotes cancelCmds gate fires wake only when action needed — correct fit-to-mission

Erosion blind spot: 0.5–1.0% decay falls below scan-edges ≥1% threshold AND below check-my-quotes cancel floor — w153 needed 4 manual cancels the watcher couldn

Concurrent-wake race: no guard against two simultaneous wakes both posting at 1.00% floor when rivals are already below floor — w154 confirms margin leakage

Lower check-my-quotes cancel/re-quote threshold to ~0.5% erosion and emit cancelCmds at that level, not only at the hard floor — this closes the w153 blind spot with no new tool, and the watcher already fires on cancelCmds.length > 0.

Erosion blind spot 0.5–1.0%: neither watcher trigger catches mid-range decay

scan-edges requires ≥1% edge to fire; check-my-quotes only emits cancelCmds at the hard cancel floor. When market moves 0.5–1.0% against a posted bait-sell, neither fires. w153: ETH +$3.42 pushed intent 1923 into the gap — 4 manual cancels required, watcher silent the whole time.

Add erosion-pct field to check-my-quotes output; emit cancelCmds (or a separate erosionCmds) when quote has decayed >0.5% even if still above cancel floor. Watcher already has the cancelCmds branch — route erosion through it.

Concurrent-wake floor-post race loses margin

w154: two concurrent wakes both post at 1.00% floor without checking whether current rivals are already below floor. Second wake overwrites without re-scanning the book. Agent explicitly notes 'margin uncaptured' — this is a known, unresolved race.

At intent-post time, run a lightweight check-my-quotes (or scan-edges rivals pass) to confirm no rival is below the floor being quoted; if rivals are present below floor, re-price to rival − 0.01% instead of posting at floor.

PnL / token-burn ratio warrants review ($2.08 realized vs $5.92/5h burn)

46 deals settled (most in fleet) but realized_pnl_usd is only $2.08. If this is a rolling window (not lifetime), the ratio may be acceptable; if it's cumulative, the agent is capturing far less edge than its token spend. Unverified: PnL completeness (open positions not yet settled may not be reflect

Verify whether realized_pnl_usd covers all 46 settled deals or just recent ones; if the economics don't close, review minimum lot size or raise EDGE_MIN_PCT from 1% to cover the $0.68/wake inference cost at typical deal sizes.

HUB LIVE, PERIPHERY DARK

16/16 recent fills; ~165 lifetime — CLEARING

0/16 recent; 5 lifetime — FROZEN (seenIntentIds + poor terms)

0/16 recent; ~7 lifetime — FROZEN (bear-yosher HALT)

LP-Maker-Matheus ⇄ Arb-Hunter-Tom, Vulture-Andrew

Active — arb fills #175 (+21bps, w251) + #176 (+13bps, w254); Vulture bait-sells

LP-Maker-Matheus ⇄ Momentum-Nikita, Arb-Hunter-Tom

Active — bid+ask posted; Momentum holding (gap <2pp all w31–w43)

LP-Maker-Matheus bid-only → Stacker-Massimo (stuck)

DEGRADED — ask dark 14+ wakes (sNVDA<$203.98 per w171); Stacker bid 1833 unfille

DEGRADED — ask dark (BTC<$65,147 per w171); book bid-only; Arb-Hunter binary sur

Active — sAAPL 1894 filled w152; both sides on open book for both instruments

FROZEN — #1849 + #1878 expired worthless (~19:20–19:21); #1924 rejected (3% prem

LP-Maker-Matheus holds zero sNVDA and BTC inventory

Ask dark on both instruments 14+ wakes; Stacker-Massimo bid 1833 (10 USDC) unfilled 9 consecutive wakes; Option-Writer s

w171 wake-script: `sNVDA<203.98 (ask DARK)` and `BTC<65147 (ask DARK)`; Stacker rootCause: 0 posterGives=sNVDA asks across w40–w47; Option-Writer open book: sNVDA buy 1921 live

Bear-Yosher triggered HALT at w57 (BTC climbed persistently above $64,500 through 3 consecutive anchor strikes: $65k → $

Binary surface empty fleet-wide; Mimic-Ljuba's sole binary source gone (only #1827 −15pp + #1916 <3pp floor remain — bot

Bear-Yosher: 0 open intents, HALT watcher, nextFallbackMin=224; Mimic: 8 wakes w102–w109 all edge-floor unmet; Arb-Hunter rootCause: 0 near-decided BTC/ETH bets w249–w254

Option-Taker seenIntentIds set persists across wakes without expiry

Option-Writer intents #1849 and #1878 both expired worthless (0 takes); 0 option deals in all 26 recent settled deals; o

Option-Taker: #1849 entered seenIntentIds post-w34, expired ~19:20 before w35 fired at 21:19; Option-Writer settled_deals_detail: swaps only across all 26 recent; option-writer summary: `ETH calls #18

Rebalancer-Lior w48 date regression — wrote '2026-06-15T13:30:00Z' and labeled it 'Monday', but 2026-06-15 is Sunday

Watcher fires ~14h early on a weekend (~06-15T14:30Z); sMSFT +1.52pp trim will attempt execution when synthetic equity m

Wake script line: `new Date('2026-06-15T13:30:00Z')` with comment `// Monday 2026-06-15T13:30:00Z`; nextFallbackMin=913 at current run; w48 log: `fixed watcher date 2026-06-16→2026-06-15`

Swing-Nikita entered cycle holding 44.2 USDC + sAAPL + sNVDA with zero BTC/ETH/SSV

Sell-strength signals (SSV +3.46%, ETH +2.96%, BTC +1.50% at w41) entirely inactionable; 8 consecutive no-trade wakes (w

Portfolio confirmed: 44.2 USDC + 0.06888 sAAPL + 0.178 sNVDA; SSV buy-dip candidate at +1.37% (w40) sub-threshold (wrong direction); 5 lifetime deals all historical

LP-Maker book degraded to 10/12 — sNVDA + BTC asks dark 14+ wakes, downstream cascade

w171 wake-script confirms both `sNVDA<203.98 (ask DARK)` and `BTC<65147 (ask DARK)` — 14+ consecutive wakes with no repair. Downstream: Stacker-Massimo bid 1833 unfilled 9 wakes (10 USDC locked); Option-Writer sNVDA buy intent 1921 live on open book with no ask counterpart. LP-Maker has no self-restock mechanism. 0xBd6a…9863 whale drove 6/16 recent deals despite the gap, masking volume impact.

LP-Maker w171 wake-script; Stacker rootCause: 0 posterGives=sNVDA w40–w47; Option-Writer open book sNVDA 1921; LP-Maker reliableCounterparties=5 but ask-side holes reduce taker utility

Provision secondary sNVDA + BTC ask maker (or add LP-Maker restock logic: buy-back when inventory depleted and price is favorable); stop posting sNVDA bid while ask is dark — one-sided book misleads takers

Binary surface frozen — Bear-Yosher HALT cascades to Mimic-Ljuba and Arb-Hunter

Bear-Yosher entered HALT at w57 after 9 unfilled BTC-BELOW intents (w46–w55) and BTC climbing through 3 anchor strikes; 0 open binary intents on book. Both internal binary takers (Mimic-Ljuba, Arb-Hunter) are now counterparty-starved. Polymarket binaries (#1827 79.94%, #1916 77.93%) provide no relief — no fleet agent can take their NO side at these implied probabilities.

Bear-Yosher: armed=true, 0 open intents, nextFallbackMin=224; Mimic w102–w109: all 8 wakes edge floor unmet; Arb-Hunter: 0 near-decided BTC/ETH bets w249–w254; Polymarket reliableCounterparties=0

Provision a second binary maker not subject to single-asset momentum HALT; or add bear-yosher re-anchor mechanism (post OTM puts when BTC climbs persistently, rather than full HALT)

Rebalancer-Lior date regression — fires Sunday ~14:30Z not Monday, 14h window to fix

w48 incorrectly overwrote `2026-06-16` (correct Monday) with `2026-06-15` (Sunday). nextFallbackMin=913 → agent fires in ~15h on weekend when synthetic equity market is closed. sMSFT trim (+1.52pp planned) will execute into illiquid/closed conditions. One-line fix available now.

Edit rebalancer-lior wake script immediately: `2026-06-15T13:30:00Z` → `2026-06-16T13:30:00Z`, update comment to `// Monday 2026-06-16`

Options surface dark — seenIntentIds non-expiry + short-TTL terms = 0 option deals since w28

Option-Taker's seenIntentIds persists without expiry, blocking re-evaluation of recycled intent IDs after they expire. Option-Writer posts 1.5h TTL / high-premium options (#1849, #1878 both expired worthless; #1924 at 3% premium, 87min TTL correctly rejected). 0 option deals across all 26 recent settled. Surface has been dark since w28 across 5 taker lifetime deals.

Option-Taker: #1849 in seenIntentIds post-w34, expired ~19:20 before w35 at 21:19; Option-Writer settled_deals_detail: swaps only all 26 recent; 5 lifetime option deals all vs same counterparty, last pre-w28

Core SDK: expire seenIntentIds entries when underlying intent TTL passes; Agent (option-writer): post ≥4h expiry, ≤1–2% premium options to meet option-taker's dual-bar criteria

Vulture-Andrew USDC floor breach ($7.57 < $10) + concurrent-wake race unresolved

USDC dropped to $7.57 at w152 (below $10 floor) with erosion blind spot forcing 4 manual cancels at w153. Agent continued posting new bait-sells at w154 without triggering floor guard. Concurrent-wake floor-post race also confirmed at w154. 46 deals (fleet high) but structural risk of continued erosion.

Vulture w152: USDC $7.57 < $10 floor; 4 manual cancels w153; concurrent-wake race confirmed w154; 46 lifetime deals (fleet high)

Add USDC floor guard (halt new bait-sell posts when USDC < $10); fix concurrent-wake race with wake dedup or intent lock before posting

IndexBasket fully offline — 40 consecutive null cycles, structural absence

index-maker and index-taker both armed=false, pidAlive=false, wake_script_source=null, 0 lifetime wakes, $0 tokens. Not a failure — neither was ever provisioned. No LONG IndexBasket intents exist to take; no taker process exists to take them. Roster presence adds noise with no signal.

Both agents: armed=false, pidAlive=false, metrics.wakes=0, metrics.tokens_lifetime_usd=0 across all 40 observed cycles

Provision wallets + configs if IndexBasket is intended to go live; otherwise remove both from fleet roster to eliminate 40-cycle null-cycle noise

Fix rebalancer-lior date bug NOW (14h window): `2026-06-15T13:30:00Z` → `2026-06-16T13:30:00Z` before agent fires on Sunday into a closed market

Expire seenIntentIds entries on intent TTL — single SDK change unblocks option-taker from re-evaluating all recycled IDs and restarts the entire option surface

Provision LP-Maker sNVDA + BTC inventory restock or secondary ask maker — ask dark 14+ wakes is blocking Stacker-Massimo fills and degrading the swap hub from 2-sided to 1-sided on 2 instruments

vulture-andrew: add USDC floor guard ($10 minimum) and fix concurrent-wake race before next fill erodes below floor again

Provision index-maker + index-taker or remove from roster — 40 null cycles with no provisioning signal indicates a deliberate deferral; de-list if not planned for near term

Same headline as last run ('HUB LIVE, OPTIONS DARK') — unchanged structurally, but two new acute issues appeared: LP-Maker sNVDA ask is confirmed dark for 6+ consecutive wakes (no repair, book now 10/12), and Rebalancer-Lior introduced a date-regression bug at w48 (watcher armed for Sunday 06-15 ins

LP-Maker-Matheus sNVDA ask dark 6+ wakes (w157–w163+) — book degraded to 10/12 instruments; 0xBd6a…9863 whale drove 6 of 16 recent deals despite the gap

Rebalancer-Lior date regression (w48): nextFallbackMin=927 → fires ~Sun 14:30Z not Mon 13:30Z — will trigger on wrong day

Option-Taker-Matheus seenIntentIds blind spot: ETH call #1849 (strike $1,738.42, 0.27 USDC premium) expires in ~32min — likely already in seenIntentIds, making this take impossible regardless of price

Options surface still dark: 2 open option-writer intents, 0 option-taker deals in the recent batch — same structural block as last run

Index-maker + index-taker: 40th consecutive null cycle; IndexBasket market fully offline, both sides undeployed

Agent woke -2min ago (mid-cycle at time of snapshot). Did w249+ catch any CEX-lag swap edge (SSV/sNVDA/ETH like deals #167–168) or is this wake a hold? Are there any near-decided BTC/ETH binaries on the book right now that the lagging oracl

Momentum HALT fired on both BTC+ETH at w57 (21:56 UTC). Has the HALT cleared since (last wake 67min ago = roughly w58+)? Did the $66k BTC re-anchor binary intent get posted, and is BTC currently above or below $66k — validating or invalidat

Confirm this is still the 40th consecutive null cycle — armed=false, pidAlive=false, no wake script, 0 tokens. No new provisioning signal expected; just verify unchanged.

Confirm still 40th null cycle — armed=false, pidAlive=false, 0 wakes. Index-maker (sole counterparty) equally undeployed; both sides structurally absent. Just verify unchanged.

sNVDA ask dark for 6+ consecutive wakes (w157–w163+) with no repair. Did the most recent wake (23min ago, w164 or later) attempt or succeed at restocking the sNVDA ask? Separately: has the SSV guard bug (17 TXs at w158 spike) been patched o

nextFallbackMin=871 (~14.5h until next fallback). There are no binary intents visible in the open book right now from bear-yosher or option-writer — only swap intents. Confirm there is no ≥3pp binary mimic could take, and verify the seenInt

11 consecutive holds since w31, portfolio ATH $104 at w42. w42 deployed a new watcher (nextFallbackMin=446, ~7.4h from now). What leadership signal is the new watcher calibrated to fire on — is the threshold still the fast/slow momentum gap

ETH call #1849 (strike $1,738.42, 0.27 USDC premium) is on the book with ~32min remaining. This intent was visible at w34 and rejected (correct per dual-bar). Is #1849 now in seenIntentIds — making it impossible for option-taker to ever eva

Last wake 32min ago. Two open intents: ETH call #1849 (32min left, 0.27 USDC premium) and the sNVDA swap. Did w11+ produce any option settlement (deals vs option-taker-matheus for ETH calls #1849/#1878)? And is the 70/30 contrarian engine c

Prior summary flagged a 'structural gap' that PERSISTS — what is it? Both open intents (sNVDA>$195 Jun19, sMSFT<$420 Jun19, 14 USDC total, ~7016min expiry) are resting. Have any new binary counterparties appeared on the book that polymarket

w48 introduced a date regression: watcher armed for Sunday 06-15 (~14:30Z) instead of Monday 06-16 (~13:30Z). nextFallbackMin=927 confirms Sunday firing. Will the agent's wake on Sunday self-correct to Monday, or will it attempt to execute

LP-Maker sNVDA ask has been dark 6+ wakes — stacker's primary take target is unavailable. Stacker's bid 1833 (10 USDC → ~0.04852 sNVDA, resting) is visible in the open book. Are there any other resting sNVDA asks stacker could take (Vulture

All three crypto assets confirmed above trailing avgs at w41 (SSV +3.46%, ETH +2.96%, BTC +1.50%) — sell-strength territory. nextFallbackMin=3258 (~54h). Did w41 post any sell-strength intent, or just hold waiting for a reversion dip? What

Highest active burner ($5.74/5h), 46 deals (most active taker). 4 open intents resting (sAAPL, BTC, ETH, sNVDA — all gives-asset → wants USDC, 8–55min left). Last wake 8min ago. Has the SSV oracle-gap deal (#1813 from w141) settled? What is

LP-Maker-Matheus: manually intervene on sNVDA ask restocking — 6 consecutive failed self-repair wakes (w157–w163+); book running at 10/12, stacker and external takers being starved of sNVDA supply

Rebalancer-Lior: fix the date regression in the wake script — correct the fallback from Sunday 06-15 14:30Z to Monday 06-16 13:30Z before the erroneous Sunday fire executes a trade on the wrong day

Option-Taker-Matheus: audit the seenIntentIds eviction policy — if IDs are never removed, the agent permanently cannot re-evaluate any intent it once saw, even when conditions change; ETH call #1849 e

Identify 0xBd6a…9863: this external wallet settled 6 of 16 recent deals (all vs LP-Maker-Matheus swaps) — the fleet's second-most-active taker is anonymous; determine if it's a bot, a human, or anothe

Options market structural fix: option-writer posts calls that expire before option-taker's seenIntentIds TTL elapses — either shorten seenIntentIds retention or add a re-evaluation trigger for ITM opt